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Workspace Settings and Governance Reference

Workspace settings control security, collaboration, and operational stability.

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Workspace tab map (what each tab controls)

Feature availability is plan-gated for several tabs. For a dedicated tab-by-tab gate matrix, see:
  • /user-guides/manual/workspace/workspace-tabs-and-plan-gates-reference
  1. Configure General tab first (identity, defaults, ownership safety).
  2. Configure Members and invitations with least-privilege roles.
  3. Configure Billing and credit guardrails.
  4. Configure plan-gated modules (domains, webhooks, tracking, keys).
  5. Configure enterprise identity controls if applicable.
  6. Run end-to-end smoke checks after setup.
This order reduces rework and prevents hidden plan-gate surprises later.

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General workspace settings

Typical controls:
  • workspace identity (name/logo)
  • default reporting currency
  • ownership continuity actions (transfer ownership before critical changes)
  • workspace deletion safeguards

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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

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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
Recommended guardrails:
  • 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)

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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
Publishable key controls should be limited to browser-safe tracking use cases only.

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Custom domain operations

Domain operations include:
  • adding and validating domains
  • certificate and DNS readiness checks
  • removal and cleanup operations
Advanced domain behavior:
  • 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)

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Limits and retention governance

Use limits dashboards and plan references to manage:
  • resource ceilings
  • retention windows
  • upgrade/downgrade readiness

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Webhook and integration operations

Workspace-level operations include:
  • selecting event triggers
  • toggling webhook enable/disable state
  • test delivery execution
  • delivery history review for troubleshooting
For external provider integrations, manage status transitions (active, paused, disconnected, error) and rotate receiver credentials routinely.

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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
Common notification categories include:
  • billing alerts
  • workspace invite updates
  • new partner application alerts
  • commission and payout updates
  • partner message notifications

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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

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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
SCIM controls:
  • provision directory URL/token
  • sync users and groups
  • auto-create and auto-deactivate users
  • set default role for provisioned users

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Feedback and request channels

Workspace users can submit:
  • bug reports
  • feature requests
  • general feedback

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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)

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Change-management checklist

Use this for any major workspace change (plan change, ownership transfer, integration rollout):
  1. capture current baseline (members, keys, integrations, plan, limits)
  2. execute one controlled change at a time
  3. run smoke flow across links, conversions, and analytics
  4. verify notifications and logs for unexpected regressions
  5. document final state and owner of follow-up actions
Related:
  • /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