Administration

Workspace Owners and Admins use these guides to configure workspace-level administrative features.

Billing and usage

The billing page shows the current subscription status to all workspace members. Owners can view and manage billing, while Admins and Members see the status and a brief Owner-managed notice without financial details. The credit page tracks a shared balance made up of the monthly workspace allowance, purchased credits, and any bonuses, alongside daily usage per member.

Identity and access

A Workspace is the organizational boundary for identity, data, credits, and billing, with owner, admin, and member roles. Every member can read and edit Playbooks owned by the Workspace; making them public and other access changes still require an Owner or Admin. Case access still depends on ACLs, not roles alone. Teams are private access groups inside a workspace, used in Playbook and Case ACLs. Enterprise SSO adds an OIDC-based sign-in method with domain verification and just-in-time workspace membership; today it's an additional login method, not yet an enforcement mechanism.