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Manage Workspace Settings

Last updated on Apr 30, 2026

Manage Workspace Settings

This article covers the workspace-level settings available in TexAu, including workspace details, team management, and billing.

Before you begin

You need the Owner or Admin role to access most workspace settings, including billing.

Workspace vs personal settings

  • Workspace settings apply to all members of the workspace. These include the workspace name, team members, billing, integrations, webhooks, schedules, and prompts.

  • Personal settings apply only to your account. These include your display name. You can edit your name on the Settings > Profile tab.

Access workspace settings

  1. Click the gear icon in the sidebar to open Settings.

  2. Use the tabs along the top to navigate between settings areas:

    • Profile - Your name, email (read-only), and workspace details

    • Members - Invite and manage team members

    • Billing - View your subscription and manage payment (Owner and Admin only)

    • Integrations - Connect data providers and external services

    • Webhooks - Configure webhook endpoints

    • Schedules - Manage scheduled enrichment jobs

    • Prompts - Create and manage saved prompts for AI Columns

Rename your workspace

  1. Go to Settings > Profile.

  2. Find the workspace card.

  3. Click the pencil icon on the workspace card.

  4. Enter the new name (2 to 50 characters).

  5. Click Save.

Manage team members

  1. Go to Settings > Members.

  2. From this page you can:

    • View all current members and their roles

    • Click Invite member to add a new team member

    • Change a member's role using the dropdown next to their name

    • Remove a member by clicking the remove option next to their name

TexAu has five workspace roles: Owner, Admin, Member, Editor, and Viewer. For a detailed breakdown of what each role can do, see Team Roles and Permissions.

View billing information

  1. Go to Settings > Billing.

  2. View your current plan, renewal date, and payment method.

The Billing tab is only visible to users with the Owner or Admin role.

Switch between workspaces

If you belong to more than one workspace:

  1. Click the profile menu at the bottom of the sidebar.

  2. Select the workspace you want to switch to.

Each workspace has its own tables, templates, integrations, team members, and settings. Data in one workspace does not appear in another.

Troubleshooting

I cannot find organization-level settings.
TexAu does not have a separate organization settings area. All configuration is managed at the workspace level through Settings (gear icon in the sidebar).

I do not see the Billing tab.
The Billing tab is visible only to users with the Owner or Admin role. Contact the workspace Owner if you need billing access.

I cannot rename the workspace.
Confirm you have the Owner or Admin role. The workspace name must be between 2 and 50 characters.

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