Your account
Workspace and team
Your workspace, its members and roles, and the activity log of what happened in it.
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A workspace holds your integrations, your assistant's history, your team and your plan. Every account has one; Team plans can have more.
Settings
Owners and admins can change the workspace name, region and environment (production, staging or development) in Settings > Workspace (on the phone: Workspace and team).
Members and roles
| Role | Can |
|---|---|
| Owner | Everything, including billing and changing roles. One per workspace. |
| Admin | Manage members and settings, and use everything in the workspace. |
| Member | Use the workspace: dashboards, the assistant, integrations they are allowed to see. |
Only the owner can change someone's role; only owners and admins can see the team list. Seats are limited by plan (1 on Free and Pro, 25 on Team). Invite people from Settings > Team and roles on the website.
Recent activity
The activity list records what happened in the workspace: who connected or disconnected an integration, who changed a role, plan changes, approvals and more. It loads a few at a time; tap Show more to go further back (up to 500), search for a person or word, and filter by kind (billing, member, integration and so on). On the website you can also export the audit trail.
Switching workspaces
If you belong to more than one workspace, use the switcher in the dashboard header. Switching selects a new workspace context and resets displayed data. Verify the workspace indicator before making changes.
Leaving or removing
Members can leave from their account settings. Owners can remove members; check remaining member access and any provider connections separately after removal.
Need help? Contact support with a redacted error and the affected version.