Workspace & Members
Your Workspace is the top-level workspace that contains all your financial data.
Workspace Details
Section titled “Workspace Details”Workspace settings typically include:
- Name — Your Workspace’s display name
- Slug — A URL-friendly identifier
Stats And Usage
Section titled “Stats And Usage”You may be able to view Workspace statistics such as total accounts, transactions, categories, and other counts.
Members
Section titled “Members”Inviting Members
Section titled “Inviting Members”- Go to Workspace member management
- Click Invite Member
- Enter their email address
- They receive an invitation to join your Workspace
Member Roles
Section titled “Member Roles”- Owner — Full access to settings, billing, and member management
- Member — Can view and manage accounts, transactions, budgets, and categories
Removing Members
Section titled “Removing Members”Owners can remove members from the Workspace when needed.