Owner settings
Use this owner guide to configure the workspace and confirm the customer-facing result.
Use this guide
- Open the owner area and confirm that you have the required permission.
- Apply the settings described below and save the change.
- Check one customer-facing workflow before rolling the change out.
Detailed steps
Owner settings
Keep access, billing and customer-facing information accurate.
Members and access
Invite teammates, assign only the channels they need, require approval when appropriate, and remove access when responsibilities change.
Billing and plan
Review the current plan, usage, payment history and renewal expectations before changing limits.
Workspace defaults
Set the timezone, language, notification preferences and file expectations used by the team.
Public pages
Review visible help, legal and sign-in links. Test each page in a private browser window.
Support context
When reporting a problem, include the workspace, channel, account, timestamp, action and a screenshot with private values covered.
Quick check
- The save or publish action completes without an error.
- The visible status, preview, or connected account matches the change.
- If the result differs, capture the exact message and review the troubleshooting guidance before retrying.