# Workspace administration > Manage the people in a workspace, see what each role can do, and find out what you can set under Settings. Page: https://help.finstory.ai/workspace-administration/ Updated: 2026-11-12 How to manage the people in a workspace, what each role can do, and what you can set under Settings. Settings is open to admins and power users. ## Roles Every member has one of four roles. A person has one role, and it applies in every workspace they belong to. | What they can do | User | Editor | Power user | Admin | | --- | --- | --- | --- | --- | | Open published reports and public stories | Yes | Yes | Yes | Yes | | Create stories and build reports as drafts | No | Yes | Yes | Yes | | Publish, move, clone and delete any report; manage report groups | No | No | Yes | Yes | | Make stories public or private; share a story outside finstory | No | No | Yes | Yes | | Open Settings; invite and remove members; change roles | No | No | Yes | Yes | | Use Data Models: structure, upload and download | No | No | Yes | Yes | | Connect sources and manage schedules | No | No | Yes | Yes | | Give someone the Admin role | No | No | No | Yes | | Delete a model; import a report file; change someone else's private story | No | No | No | Yes | ## Manage members Open **Settings > Members**. The page lists everyone with access to the workspace and their role. ### Invite someone 1. Under **Add users**, enter the person's email address and pick a role. 2. Choose **Add Invite**. finstory shows a one-time invite link. It does not send an email. 3. Choose **Copy link** and send the link to the person yourself. 4. The person opens the link and signs in with that email address. The link is shown only once and expires after 14 days. Under **Pending invites** you can make a **New link** (the earlier link stops working) or **Revoke** an invite. ### Change a role 1. In the members list, choose **Edit role** next to the person. 2. Pick the new role and choose **Save**. Only an admin can give someone the Admin role, or change the role of a power user or another admin. You cannot change your own role. ### Remove someone Choose the remove button next to the person, then confirm. They lose access to this workspace. You cannot remove yourself. ## Settings pages Open **Settings** at the bottom of the menu. Press Ctrl+K to search for a setting by name. | Group | Page | What you set there | | --- | --- | --- | | Workspace | **General** | Rename the workspace. **Clear saved report figures** after you change or reload data. The person who started a trial workspace can delete it here. | | Workspace | **Company profile** | What Reeve and Claude know about your company. They read it in every answer. | | Workspace | **Number format** | How figures look in every report and story: negative numbers, separators, zero display and empty cells. A single report can still set its own. | | Workspace | **Brand** | Your colours and fonts on reports and stories. | | Workspace | **Members** | Who can open the workspace and what each person may do. | | Data | **Connections** | The sources the workspace loads from. See [Integrations and connectors](https://help.finstory.ai/integrations-and-connectors.md). | | Data | **Schedules** | Loads that run by themselves. | | Data | **Models** | Opens **Data Models**. See [Importing and managing data](https://help.finstory.ai/importing-and-managing-data.md). | | Reeve | **AI usage** | How much of the workspace's AI budget Reeve has used. | | Reeve | **Privacy & retention** | What finstory keeps of your work with Reeve, and for how long. | | Reeve | **Memory** | What Reeve remembers about your company and about you. Every role can open this page. | | You | **Your account** | Your email, how you sign in and your role, with **Log out**. Set your default workspace. | | Help | **Help & support** | How to reach support. | If you leave a page with unsaved changes, finstory asks first. ## Workspace settings in more detail ### Workspace name In **General**, type the new name and choose **Rename**. Everyone in the workspace sees the name in the menu and the workspace switch. ### Default workspace The workspace switch changes only the tab you are in. To make the current workspace the one every new tab opens, go to **Your account** and choose **Make … my default**. ### Company profile Describe your business in your own words: what you sell, how you are organised and the terms you use. Choose **Save Context** when you are done. The AI reads up to 16,000 characters. ## Getting help Email . The support team aims to reply within one business day.