Documents
Settings
Manage your workspace configuration and preferences
General
Update your workspace name and basic information
Used for billing currency and regional settings
Used for displaying dates and scheduling
Theme
Choose your workspace color theme
Partner Mode
Apply to become a partner to manage multiple client workspaces
Partner mode is designed for accounting firms and service providers who manage multiple client businesses. As a partner, you can:
- Manage billing for client workspaces
- Access and collaborate on client data
- Centralized token management
Danger Zone
Irreversible actions for this workspace
Delete Workspace
Once you delete this workspace, there is no going back. All data, documents, and conversations will be permanently deleted.