Chapter 14 of 14

Team, settings and plan

Who is in the workspace and what each person may do, your profile and preferences, the workspace's identity, the plan and the invoices.

Your account

Settings opens two groups. Account: Profile (photo, name, sign-in e-mail, phone, role, department) and Preferences (the Interface language, and Monday mail reminders for the decisions in your name, late or due this week). Workspace: General, Team, Billing, Integrations. Each field saves in place.

The account settings
The profile: the photo, the name, the address, the role, the department.

The workspace

General carries the Workspace name, the Logo, the Sector, the Size, and under More about the company the website, the headquarters, the founding year, the yearly budget, a description. Only the owner and the administrators can change these fields.

The team and the roles

Team shows who is in the workspace, who has been invited, and what each person may do, with the seat count: "n of m seats". To invite: an address, a role, Invite. Pending invitations can be copied, resent, revoked; Join requests are accepted or refused. A member can be removed, or change role.

RoleWhat it may do
OwnerEverything. Its role cannot be changed and it cannot be removed.
AdministratorLike the owner: the team, the workspace's identity, the plan and the billing.
MemberReads and changes the content. Manages neither the team nor the billing.
Read onlyReads everything. Every change is refused, with a banner that says so.
The Team page
The members with their role, the invitations, the seats.

The plan and the invoices

A new workspace has fourteen days of trial, no card, with the whole product. Then, without a plan, the workspace turns read only: everything stays visible to the team, nothing changes any more. Billing shows the plan, the next due date or the trial days left, the seats, the payment method and the invoices to download.

Choose a plan opens Workspace plan: Pro, ten seats included, 599 € a month, or 5,748 € a year (two months free), paid by card; Enterprise, on quote, by writing to us. Cancel the plan takes effect at the end of the period; Resume the subscription reverses it.

The Billing page
The plan, the seats, the invoices.

The demo workspace

app.fygurs.com/demo opens the NeoPay workspace, read only, with fictional data: the application itself, on a sample portfolio. A banner recalls it, and every attempt to change something answers "Read-only demo". If you are already signed in to your own workspace, the page says so and offers to open it.