Administer a Workspace

Use Connect & Manage to look after your account and workspace. Start with a task, or browse the guides below.

At a glanceVerified in app · Oct 30, 2026

Use it to: Configure workspace access, app connections, shared variables and files, billing allowances, and activity monitoring
Find it: Workspace menu and left sidebar (Members and invites, Connections, Variables, Files, Activity, Billing and usage, Team settings)

Choose the right account and review access before connecting.

Connect an app

Check roles before sending a workspace invitation.

Invite a colleague

Inspect workspace runs, alerts, and approval requests.

Investigate a failed automation

Admin Directory

Area	Common tasks and guides
Your Account	Update your profile and preferences in Personal Settings, or review corporate sign-in in Signing In and SSO.
Team & Access	Check Permissions and Access, manage people in Members & Invitations, configure defaults in Workspace Settings, or monitor runs in Activity.
Apps & Connections	Browse Apps & Integrations, connect an account, review Credentials & Authentication, or manage connection ownership.
Files & Variables	Upload assets in File Management, store credentials in Secrets and Variables, or compare storage scopes in Where Data Lives.
Billing & Usage	Check Billing & Usage, Step Credits, Tokens & Storage, Purchasing & Changing Amounts, Invoices & Payment Methods, Usage Controls & Recovery, and Sponsorship & Changing Payer.
Developer Tools	Trigger runs and read history with REST API & Webhooks, or govern AI editor access in MCP Administration.

Procurement Review

Start with Security & Compliance for audit scope, data-processing terms, retention, deletion, and service levels. Confirm required commitments in the applicable agreements rather than treating a feature description as an attestation.

Review sign-in requirements, access permissions, and billing ownership with the people responsible for each. For a handover, record who will administer the workspace, approve charges, and manage connected accounts.

A practical operating order

Set accessConnect appsStore shared valuesTest and releaseMonitor

Before people build

Review roles in Permissions and Access, then send invites in Members & Invitations. Set automation visibility separately when only part of the workspace should open an automation.

Before an automation goes Live

Confirm who owns each connection, store reusable configuration in Secrets and Variables, and save a version before risky edits. Follow the launch checklist in Operating Automations.

Once automations are running

Use Activity for workspace-wide runs and alerts. Open the Execution Log for one automation’s path, or Step-Level Executions for a single Step.

When somebody leaves

Have an Admin remove their workspace membership, then review any MSP grant, automations, and connections they owned. Follow the handover steps in Workspace Settings without delaying urgent access removal or provider credential revocation.

Verify it works

Run: Open Members, Connections, and Billing and usage from the workspace sidebar
You should see: You can verify member roles, active app connections, and workspace resource balances from one navigation menu.

What’s Next?

Permissions and Access: check who can reach and administer workspace resources.
Billing & Usage: review allowances before planning more automation work.
Activity: investigate runs and alerts.