Workspace management Workspace 6 min

Manage account and workspace settings

Understand the settings areas that control profile, preferences, workspace details, and participants.

What you will get

You will know where to update personal settings, workspace details, teammates, and active workspace context.

Settings map

Profile: update personal account details.
Preferences: adjust appearance and language preferences when available.
Workspace: review the active workspace details.
Participants: manage who belongs to the workspace.
Search history: manage saved searches and folders.
API keys: manage integration credentials.
Subscription: review usage, plans, and billing surfaces.

Workspace context

Workspace data is scoped. Searches, folders, participants, API keys, usage, and subscription information belong to the active workspace.

If you have access to more than one workspace, use the workspace switcher before changing settings or reading saved history.

Participants

Use the participants area to review who has access to the workspace. Participant access affects who can see workspace search history and shared workspace resources.

Before changing participant access, confirm you are in the correct workspace.

Good account habits

Sign in before important research so history is saved to a workspace.
Check the active workspace before creating searches, folders, or API keys.
Keep profile and preference settings current so the dashboard matches how you work.
Review participants before using workspace data in shared outreach or reporting workflows.