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Administration

Administration is where you shape your workspace: who’s in it, what they can do, and how the whole thing is set up. If you created your workspace, you’re already an admin. If someone added you as one, welcome — this section is your home base.

Most of what follows lives under Settings, reachable from the bottom of the left-hand navigation. You don’t need to understand all of it on day one. Skim this page, then come back when you have a specific job to do.

A workspace admin typically handles a handful of recurring jobs. Here’s the lay of the land, with a link to the page that covers each in depth.

AreaWhat you do there
MembersSee everyone in the workspace, block or remove people, and add new ones.
Roles & permissionsDecide what each person is allowed to do, using roles.
Invites & guestsBring teammates in, and let external collaborators into specific conversations.
Service accountsCreate non-human identities for automations and integrations.
Your profile & accountManage your own name, avatar, and the workspaces you belong to.
Signing in & securityUnderstand how people sign in and how to keep accounts safe.

Billing has its own home — see Plans & billing — and the bigger questions of where your data lives and how it’s protected are covered in Security & compliance.

Two ideas make everything else easier to understand.

  • A workspace is your team’s private space. Everything you create — chats, tasks, pages, databases — belongs to one workspace and is invisible to other workspaces. (Internally this is sometimes called a “company.” With you, we’ll just say workspace.) If you’re brand new, start with Create your workspace.
  • People aren’t the only members. Alongside human teammates, your workspace can include AI agents and service accounts that act on their own. They show up in many of the same places people do — you can even assign a task to an agent.