Agency Settings Walkthrough 🔍
Agency Workspace Settings: Account, Workspace, Members & Billing
Your agency-level workspace settings are the foundation for managing your AI builder’s identity, team access, and core information. Here’s a concise overview of what each tab allows you to customize.
Account Tab
The Account tab is where you manage your personal profile.
Here, you can update profile details, change your email, and reset your password.
Every member you invite will get their own account page to manage these details independently.
Workspace Tab
In the Workspace tab, you control your organization’s core branding and identity:
-
Upload or change your logo
-
Update your company name, address, and contact info
-
Edit policies such as privacy, terms & conditions, and refund policy
This ensures your workspace stays consistent and compliant with your brand and legal requirements.
📝 Tip: Set your privacy and terms pages early, so all workspace users and clients are clear on your standards and protections.
Members Tab
The Members tab is where you manage team access:
-
Add new members at the workspace/agency level
-
Send invites so new members can join instantly
-
Control who has access to manage or view key workspace features
Efficient member management keeps your platform secure and collaborative.
Billing Tab
The Billing tab handles your payment methods, invoices, and rebilling settings.
Details about this section are covered in depth in the billing and rebilling documentation.