Audience
- Workspace owners/admins
- Team administrators managing users, workspaces, and data controls
Prerequisites
- Access to settings in target workspace
- Appropriate admin role permissions
Settings areas covered
Organisation management
- Manage organisation-level membership and ownership actions.
- Control invite/member lifecycle at organisation scope.
- Resend a pending invitation without creating a second member record.
Workspace management
- Manage workspace-level structure and operational configuration.
- Validate active workspace context before making changes.
- Creating a new workspace does not automatically activate a subscription plan for that workspace.
- Complete billing/subscription setup later from the in-app subscription flow when needed.
Data management
- Manage categories/taxonomy and data-organization controls.
- Apply changes carefully to avoid downstream reporting confusion.
Role boundaries
- Owner/Admin: required for high-impact settings and membership changes.
- Member/Operator: typically limited view or no write access to admin tabs.
Expected result
Admins can complete governance actions without cross-workspace confusion and with clear permission expectations.Invitation behaviour
- If a team member is still Pending, you can resend their invitation from organisation settings.
- Resending a pending invitation sends a fresh link to the same email address and keeps the same pending member record.
- If the invite email fails to send, the pending invitation is still saved so you can resend it again later.
Troubleshooting
Cannot access settings tab
- Confirm current workspace context.
- Confirm account role includes required admin permission.
- Retry using owner/admin account.
Updates not visible to team
- Refresh workspace context and affected pages.
- Confirm changes were applied in the intended workspace.
Team member signed up without the invitation link
- Ask them to finish signup with the same email address that was invited.
- Voqo matches the invited email to the pending member record and completes the invited account instead of creating another team member.