Documentation Index
Fetch the complete documentation index at: https://docs.linquid.io/llms.txt
Use this file to discover all available pages before exploring further.
Workspace Settings and Governance Reference
Workspace settings control security, collaboration, and operational stability.Workspace tab map (what each tab controls)
| Tab | Primary purpose | Typical actions |
|---|---|---|
| General | Workspace identity and lifecycle | Rename workspace, update logo, transfer ownership, delete workspace |
| Members | Team access control | Invite users, set role, remove member |
| Billing | Plan and credits | Upgrade/downgrade, buy credits, configure auto top-up |
| Domains | Branded routing and email domains | Add/verify/remove domains, configure not-found/expired behavior |
| Webhooks | Workspace webhook subscriptions | Create subscriptions, enable/disable, test, inspect deliveries |
| Tracking | Publishable key lifecycle | Create client-safe keys, toggle enabled, rotate/delete |
| Stripe | Revenue merchant connection | Connect/disconnect Stripe merchant account |
| Emails | Delivery history | Inspect outbound email status and failures |
| API Keys | Server automation credentials | Create/revoke scoped keys |
| API Apps | OAuth client credentials | Create app, set redirect URIs, rotate secret |
| Embeds | Public/shareable widgets | Generate embed code for stats/referrals/link creation |
| Security (Enterprise) | SAML + SCIM | Configure SSO and provisioning policies |
/user-guides/manual/workspace/workspace-tabs-and-plan-gates-reference
Workspace setup flow (recommended order)
- Configure General tab first (identity, defaults, ownership safety).
- Configure Members and invitations with least-privilege roles.
- Configure Billing and credit guardrails.
- Configure plan-gated modules (domains, webhooks, tracking, keys).
- Configure enterprise identity controls if applicable.
- Run end-to-end smoke checks after setup.
General workspace settings
Typical controls:- workspace identity (name/logo)
- default reporting currency
- ownership continuity actions (transfer ownership before critical changes)
- workspace deletion safeguards
Team and role governance
Govern access by:- role assignment at invite time
- invite acceptance flow and stale invite cleanup
- member lifecycle cleanup (remove dormant accounts)
- owner/admin periodic review
Billing and credit governance
Operational controls include:- plan review and plan change actions
- credit balance and cycle usage visibility
- auto top-up enable/disable
- auto top-up threshold and recharge amount
- billing history and payment outcome tracking
- keep auto top-up enabled for production workspaces
- set threshold high enough to avoid traffic interruption risk
- review billable-event mix monthly (clicks, conversions, fraud checks)
API and publishable keys
Key management responsibilities:- scoped key creation
- key rotation and revocation
- environment separation (test vs production)
- usage review and stale-key cleanup
Custom domain operations
Domain operations include:- adding and validating domains
- certificate and DNS readiness checks
- removal and cleanup operations
- per-domain not-found redirect target
- per-domain expired-link redirect target
- optional mobile association files (AASA / Android asset links)
- optional custom email-domain setup and verification (plan dependent)
Limits and retention governance
Use limits dashboards and plan references to manage:- resource ceilings
- retention windows
- upgrade/downgrade readiness
Webhook and integration operations
Workspace-level operations include:- selecting event triggers
- toggling webhook enable/disable state
- test delivery execution
- delivery history review for troubleshooting
Notification preferences and operational comms
Configure notifications for:- billing and subscription alerts
- workspace invites and membership activity
- affiliate and payout events
- messages and operational updates
- billing alerts
- workspace invite updates
- new partner application alerts
- commission and payout updates
- partner message notifications
Email history and deliverability ops
Use email history views to:- inspect sent/failed/pending email outcomes
- confirm workspace notifications are actually delivering
- troubleshoot invite and verification email failures
- review email logs during incident triage
Enterprise identity operations (SAML/SCIM)
SAML controls:- choose provider template or manual metadata
- set allowed email domains
- define default role for first-time SSO users
- enable SSO and optionally enforce SSO-only login
- provision directory URL/token
- sync users and groups
- auto-create and auto-deactivate users
- set default role for provisioned users
Feedback and request channels
Workspace users can submit:- bug reports
- feature requests
- general feedback
Governance cadence
Recommended cadence:- weekly: usage/limit health check
- monthly: access and key audit
- monthly: billing and retention review
- quarterly: domain and integration security review
- quarterly: SSO/SCIM policy review (if enterprise)
Change-management checklist
Use this for any major workspace change (plan change, ownership transfer, integration rollout):- capture current baseline (members, keys, integrations, plan, limits)
- execute one controlled change at a time
- run smoke flow across links, conversions, and analytics
- verify notifications and logs for unexpected regressions
- document final state and owner of follow-up actions
/user-guides/manual/monetization/plans-pricing-and-limits-reference/user-guides/manual/workspace/security-and-compliance/user-guides/manual/workspace/workspace-tabs-and-plan-gates-reference/user-guides/manual/workspace/embeds-and-public-stats-reference/user-guides/manual/workspace/workspace-onboarding-and-governance-playbook