Quick guide
How to use Settings
Manage workspace profile, members, roles, measurement defaults and billing readiness.
- 1Set workspace name, currency, timezone and industry.
- 2Invite members and assign roles (owner, admin, analyst, viewer).
- 3Configure default margin rate and attribution lookback window.
- 4Review billing-ready data: tenant isolation, exports, audit trail.
Workspace controls
Settings
Manage workspace profile, members, roles, measurement defaults, and future billing readiness.
Records
3
Workspace scope
Tenant
State
Ready
Demo workspace data
Placeholder UI wired to the Cloud schema and ready for CRUD actions.
| Area | Configured | Owner | Notes |
|---|---|---|---|
| Workspace | Yes | Owner | Currency, timezone, industry |
| Roles | Ready | Admin | Owner, admin, analyst/editor, viewer |
| Billing | Reserved | Owner | Schema-ready, not enabled |