--- title: Workspace settings description: The Workspace settings tab serves as a comprehensive hub housing all essential details related to your workspace. Here, you can access information regarding the workspace itself, the organizations nes --- [Skip to content](https://help.file.ai/workspace-settings#main-content) English Show submenu for translations [Customer portal](https://customerportal.file.ai/customerportal?hsLang=en) ![fileAI Logo—White.png\]](https://help.file.ai/hs-fs/hubfs/fileAI%20Logo%E2%80%94White.png?height=40&name=fileAI%20Logo%E2%80%94White.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://customerportal.file.ai/customerportal) - Go to bluesheets.io Go to bluesheets.io Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.file.ai/?hsLang=en) 2. [File Inbox](https://help.file.ai/file-inbox?hsLang=en) 3. [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu) # Workspace settings The **Workspace settings** tab serves as a comprehensive hub housing all essential details related to your workspace. Here, you can access information regarding the workspace itself, the organizations nested within it, the members associated with the workspace, processing history, and billing details.   **Sub-tabs** **Details** - Manage your workspace profile ![Workspace details](https://help.file.ai/hs-fs/hubfs/Workspace%20details.png?width=688&height=247&name=Workspace%20details.png)   **Organizations** - Create new or delete Organizations - View and switch between the organizations you have access to in the Workspace - Monitor document statuses under the respective Organizations ![Workspace Organizations](https://help.file.ai/hs-fs/hubfs/Workspace%20Organizations.png?width=688&height=234&name=Workspace%20Organizations.png)   **Workspace members** - View full list of Workspace members  - Invite or remove members to the Workspace - Assign Workspace permissions to individual members  ![Workspace Members](https://help.file.ai/hs-fs/hubfs/Workspace%20Members.png?width=688&height=251&name=Workspace%20Members.png)   **Workspace processing history** - View processing history of selected or all Organizations across the Workspace by breakdown of document type, number of uploads and exports  ![Workspace Processing history](https://help.file.ai/hs-fs/hubfs/Workspace%20Processing%20history.png?width=688&height=217&name=Workspace%20Processing%20history.png)   **Billing** - Manage payments - View past invoices and next renewal - View total Workspace members and Organizations List ![Workspace billing](https://help.file.ai/hs-fs/hubfs/Workspace%20billing.png?width=688&height=338&name=Workspace%20billing.png)       - [Product Release Notes](https://help.file.ai/product-release-notes?hsLang=en#main-content) - [Q3 2024](https://help.file.ai/product-release-notes?hsLang=en#q3-2024) - [FAQs](https://help.file.ai/faqs?hsLang=en) - [Get Started](https://help.file.ai/get-started?hsLang=en#main-content) - [About fileAI](https://help.file.ai/get-started?hsLang=en#about-fileai) - [Login & Account](https://help.file.ai/login-account?hsLang=en#main-content) - [Workspaces](https://help.file.ai/login-account?hsLang=en#workspaces) - [Organizations](https://help.file.ai/login-account?hsLang=en#organizations) - [Billing, subscriptions, payments](https://help.file.ai/login-account?hsLang=en#billing-subscriptions-payments) - [Account errors](https://help.file.ai/login-account?hsLang=en#account-errors) - [Account Deletion](https://help.file.ai/login-account?hsLang=en#account-deletion) - [Uploading Files](https://help.file.ai/uploading-files?hsLang=en#main-content) - [Upload Methods](https://help.file.ai/uploading-files?hsLang=en#upload-methods) - [Common Questions](https://help.file.ai/uploading-files?hsLang=en#common-questions) - [Integration Guides](https://help.file.ai/uploading-files?hsLang=en#integration-guides) - [Mobile App](https://help.file.ai/uploading-files?hsLang=en#mobile-app) - [Processing Files](https://help.file.ai/processing-files?hsLang=en#main-content) - [How documents are processed](https://help.file.ai/processing-files?hsLang=en#how-documents-are-processed) - [Common Questions](https://help.file.ai/processing-files?hsLang=en#common-questions) - [Common Errors](https://help.file.ai/processing-files?hsLang=en#common-errors) - [File Inbox](https://help.file.ai/file-inbox?hsLang=en#main-content) - [Workspace Menu](https://help.file.ai/file-inbox?hsLang=en#workspace-menu) - [Organization Menu](https://help.file.ai/file-inbox?hsLang=en#organization-menu) - [Working with Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#main-content) - [Creating Workflows](https://help.file.ai/working-with-processed-files?hsLang=en#creating-workflows) - [Creating Rules](https://help.file.ai/working-with-processed-files?hsLang=en#creating-rules) - [Error in Processed Files](https://help.file.ai/working-with-processed-files?hsLang=en#error-in-processed-files) - [Exporting Files](https://help.file.ai/exporting-files?hsLang=en#main-content) - [Common Questions](https://help.file.ai/exporting-files?hsLang=en#common-questions) - [Exporting to Xero](https://help.file.ai/exporting-files?hsLang=en#exporting-to-xero) - [Xero Export Errors](https://help.file.ai/exporting-files?hsLang=en#xero-export-errors) - [Exporting to QuickBooks](https://help.file.ai/exporting-files?hsLang=en#exporting-to-quickbooks) - [Exporting to Netsuite](https://help.file.ai/exporting-files?hsLang=en#exporting-to-netsuite) - [Exporting to Bukku](https://help.file.ai/exporting-files?hsLang=en#exporting-to-bukku) - [Exporting to Google Sheets](https://help.file.ai/exporting-files?hsLang=en#exporting-to-google-sheets) - [Exporting to third-party tools (via API)](https://help.file.ai/exporting-files?hsLang=en#exporting-to-third-party-tools-via-api) - [Exporting to Zoho Books](https://help.file.ai/exporting-files?hsLang=en#exporting-to-zoho-books) - [For Accountants](https://help.file.ai/for-accountants?hsLang=en#main-content) - [Setting up your firm in fileAI](https://help.file.ai/for-accountants?hsLang=en#setting-up-your-firm-in-fileai) - [Expense Claims](https://help.file.ai/expense-claims?hsLang=en) - [Mobile App](https://help.file.ai/mobile-app?hsLang=en) - [fileForge](https://help.file.ai/fileforge?hsLang=en) # fileAI Last Updated: June 2025 / support@file.ai Copyright © 2026, fileAI