Understanding Workspace Settings

A guide for Owners and Admins to manage workspace information, team members, and accounts' subscription plans.

🎯 Who is this for?

This guide is for Workspace Owners and Admins, as they are the only ones who can access Workspace Settings.


Owners can access all three tabs: General, People, and Plans & Billing.

Admins can only access General and People. Only Owners can manage Plans & Billing.


Overview

Workspace Settings is where you manage the core configuration of your workspace. It has three tabs: General for workspace information and branding, People for managing team access, and Plans & Billing for your subscription and payment details.


Open Workspace Settings

Once you have logged in to your Folktale Account.

  1. On the left panel, open the workspace dropdown and select the workspace you want to manage. It will open the Workspace Dashboard.
  2. Click the Settings button, and the Workspace Settings panel will open.


First Setting: General

The General tab lets you update the basic information and branding for your workspace.

  1. Click the General tab to edit your workspace name and description as needed.
  2. Upload or replace your workspace logo using the logo upload field.
  3. Save your changes.


Second Setting: People

The People tab is where you manage who has access to your workspace and what role they hold.

[Screenshot: People tab showing existing team members list and Add Collaborator button]

  1. Click the People tab to review the list of current workspace members and their roles.
  2. To add a new member, click the Add Collaborator button.
  3. Enter the team member's email address in the invitation field, and send the invitation.

💡 Note: For a full explanation of what each role can do, please refer to our Folktale Roles and Permissions article.


⚠️ Important: Manager and Reviewer seats are limited by your subscription plan. If you have reached your seat limit, you will need to upgrade before adding more members to these roles.


Third Setting: Plans and Billing

The Plans & Billing tab is where you manage your Folktale subscription and payment details. This tab is only accessible to the workspace Owner.

  1. Click the Plans & Billing tab to review your current plan and the features it includes.
  2. To change your plan, select the plan you want to move to and follow the on-screen steps.
  3. To update your payment method, go to the payment section and enter your new details.

💡 Note: Only the workspace Owner can access Plans & Billing. If you need to change your plan and are an Admin, contact your workspace Owner.


🎉 You now know how to manage your workspace settings in Folktale.