Studio

Explaining the Difference Between Inviting Members to a Regular Project and Inviting Guests in a Workspace.

Difference Between Workspace Guests and Project Members

Collaboration

Learn about the different roles you can assign to project members in Studio.Design. There are three roles: Owner, Billing Owner, and Editor.

Managing Project Member Roles

Learn how to invite members to your Studio projects, manage team members, and collaborate on editing.

Inviting and Managing Project Members

A feature available for Business plans and above that allows detailed permission settings for editor members.

Advanced Member Permissions

Learn how to transfer a Studio.Design project to a client, including inviting their account, changing permissions, updating payment settings, and leaving the project.

How to hand off a project to a client

This article explains the handling of writer permissions when downgrading from a Business or CMS plan.

What Happens to Writer Permission Members After Downgrading a Project Plan?

Project

Overview of Workspaces for managing multiple projects collectively.

What is a Workspace?

Learn how to set up and configure workspace features in Studio.Design.

Getting Started with Workspaces

Learn the steps and considerations for creating and adding a new project within a Workspace.

How to Create a New Project in a Workspace

Learn the steps and considerations for adding existing projects to a Workspace.

How to Add Existing Projects to a Workspace

Learn the steps to unlink a project added to a Workspace and important considerations.

How to Unlink a Project from a Workspace

This article covers workspace roles and configurable user restrictions in Studio.Design's paid plans.

Understanding Workspace Owners and Members

This section explains how to invite guests to specific projects within a workspace.

Understanding Workspace Guests

Inviting and Managing Workspace Members

This section explains the procedures for inviting guests to a workspace, changing their permissions, and removing them.

Inviting and Managing Workspace Guests

You can't switch an owner or member to a guest during a workspace upgrade. Remove them before upgrading, then re-invite them as a guest.

Can I Switch an Owner or Member to a Guest When Upgrading My Workspace?

Learn how to duplicate a project that's linked to a workspace, along with a few things to keep in mind. The workspace link is carried over to the new project,…

Duplicating a project linked to a workspace

If you no longer need a workspace in Studio.Design, you can delete it by following these steps.

How to Delete a Workspace

Managing Workspace Members: How to Use Workspaces

Introducing the pricing plans for Workspaces. Workspaces have separate plans from project pricing plans.

Workspace Pricing

Learn about the payment system for Workspaces, available payment methods, and specific examples of payment cycles.

Workspace Payments

Learn how to set up and change credit or debit card information, invoice names, and billing addresses for a Workspace.

Setting and Changing Workspace Payment Information

Step-by-step guide and related FAQs for upgrading your Workspace plan.

How to Upgrade Your Workspace Plan

Learn how to downgrade your workspace plan, important considerations, and related FAQs.

How to Downgrade Your Workspace Plan

Learn how to change the payment owner for projects associated with a Workspace.

How to Change the Payment Owner for Projects Managed in a Workspace

Learn how to check the payment history of workspace fees and projects linked to the workspace, as well as how to view and download receipts.

Checking Payment History and Viewing/Downloading Receipts for Workspaces

When upgrading, you can choose whether the billing owner will be the workspace or the project's billing owner.

Can I Specify the Billing Owner When Upgrading a Project Managed by a Workspace?

If the payment for your workspace plan fails for any reason, automatic retry attempts will be made every few days.

What Happens If Workspace Payments Fail?

We do not offer refunds after a Workspace plan has been contracted.

What Happens If I Accidentally Upgrade (Pay) for the Workspace Plan?

You cannot switch from annual to monthly payments directly.

Can I Switch My Workspace Plan from Annual to Monthly Payments?

This section explains in detail how billing is handled when adding or removing members during the contract period.

What Happens to Billing When Adding or Removing Members During a Paid Workspace Plan?

Direct changes from monthly payments to annual payments are possible. This section also explains the discounts available during the change.

Can I Switch My Workspace Plan from Monthly to Annual Payments?

FAQs related to changing your Workspace plan.

Important Considerations When Changing Workspace Plans

Workspace

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.