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Manage workspace

Overview of workspace management options: workspace info, settings, subscription, usage, billing, email templates, and branding.

Updated this week

Note: This section is available to Owner and Supervisor.

To manage a Workspace, click the Manage workspace and Account icon and go to My workspace.

Here you will find the following tabs:

  • Workspace info — set up your corporate profile, including company name, domain, address, and contact information.

  • Workspace settings — configure verified domains, recipient options, electronic signature consent, and other workspace-level settings.

  • Subscription — check your subscription status, manage subscription users, and upgrade your plan.

  • Usage log — track your the credits usage.

  • Billing and payment — add a payment method and review your billing history.

  • Email templates — edit templates for emails sent from your workspace.

  • Email branding — personalize outbound emails with your logo and custom button colors.

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