Updating the Workspace name and logo
Admins and Workspace owners can change the Workspace name at any point. In the web app, head to the Workspace settings by clicking Settings > General in the sidebar. In the Workspace section, enter the new name and click Save when you’re done.
To change the Workspace logo, click on the avatar and select Upload Image. Choose an image and click Upload. To remove the logo, click on Remove Current Image.
Deleting a Workspace
If you want to delete the whole Workspace, along with all documents and Members it contains, head to the Workspace settings in the web app and click Settings > General in the sidebar. Then click Delete Workspace. You can’t undo this, so we’ll ask you to confirm before deleting the Workspace.
Managing Workspace Members
Viewing and filtering Members
In the web app, head to the People tab in Workspace settings by clicking Settings > People in the sidebar. Here you’ll see a list of everybody who has access to the Workspace, including all Admins, Editors, Viewers and Guests. You can also filter the list to show people with specific roles, such as only Editors or Viewers.
Workspace Admins on a Business Plan can also download a full list of all Workspace Members. Simply click on the Download CSV button to download a Comma Separated Value (CSV) file that you can edit with spreadsheet applications.
Adding empty Editor Seats
If you have a set annual budget or have freelancers joining and leaving your team often, it might be useful to have empty Editor Seats in your Workspace that you can assign as people come and go. Editor Seats give you more control and predictability with your billing, even if the number of Editors in your Workspace changes.
To add an Editor Seat, head to the People tab in the web app’s Workspace settings by clicking Settings > People in the sidebar. Then click on Add Seats. Choose the number of Seats you want to add and click Pay and Add Seats when you’re ready. We’ll instantly add the new Seats to your Workspace and charge you pro rata until the end of your billing cycle.
Scheduling Editor Seat Changes
You can schedule to add or remove Editor Seats at the start of the next billing cycle. In the web app, head to the Billing tab in the Workspace settings by clicking Settings > Billing in the sidebar. In the Plan Overview section, select Schedule Seat Changes.
Choose the number of Seats you want to have at the start of the next billing cycle. You’ll also see how the change in Seats affects your next billing cycle and whether it will affect any Workspace Members. When you’re ready, select Schedule Editor Seat Changes to confirm.
Any scheduled changes you make to Editor Seats will override the current number of Seats the Workspace has at the end of the current billing cycle. This will include any Seats you add during that same billing cycle. If you want to cancel a scheduled Editor Seat change, select the Cancel scheduled change? link that appears in the Next Billing Date section.
Editing Workspace Member access
To change a Workspace Member from Viewer to Editor, head to the People tab in web app’s Workspace settings by clicking Settings > People in the sidebar. Click … next to the Member’s name, and choose Change to Editor. Alternatively, to change someone from Editor to Viewer, click Change to Viewer. If this change has any impact on your subscription cost, we’ll let you know before completing the action.
Note: If you upgrade a Workspace Member’s role to Editor but don’t have empty Editor Seats, we’ll add the Seat and charge you on a pro rata basis up until your next billing cycle. If you downgrade an Editor to a Viewer, this will open up an empty Editor Seat. This Seat will remain open unless you remove it.
You can also turn Guests into Viewers or Editors by clicking … and selecting Change to Member (Viewer/Editor)…
Removing Workspace Members
To remove a Workspace Member, head to the People tab in the web app’s Workspace settings by clicking Settings > People in the sidebar. Click … next to the name of the Member you want to remove from your Workspace, then click Remove from Workspace. When you remove someone, all their documents will remain in the Workspace.
Managing Admin settings
- If you want to make a Workspace Member an Admin, head to the People tab in the web app’s Workspace settings by clicking Settings > People in the sidebar. Then click … next to the Member’s name. Select Make Admin.
- If you want to remove an Admin, click … next to their name in the People & Settings tab and choose Remove as Admin.
Note: If you don’t see Settings in the left sidebar in the web app, it probably means that you’re not an Admin in the Workspace. Only the People option will be visible to you.