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