Workspace page

The Workspace page gathers settings for the selected workspace: general information, storage, subscription (depending on your rights), legal documents, invitations, and the members list.

info

This help covers the main workspace settings page. Dialogs opened from this page (edit workspace, invite, member access, and so on) each have their own contextual help.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected (otherwise the page content does not render).
• You need at least one of these permissions (or be the workspace owner):
  • manage the workspace
  • edit a user

Without one of these permissions, access to the page is refused. The settings icon in the workspace picker appears only if you can manage the workspace or edit a user.

Element	Condition
Access to the page	Signed in + permission to manage the workspace or edit a user (owner always has access)
Clock icon (audit trail)	Permission to view the audit trail
Pencil icon (edit workspace)	Always visible; saving requires permission to manage the workspace (see Edit workspace)
Subscription card	Permission to view billing: view billing, manage billing, or manage the workspace (owner always)
Upgrade / Manage in Stripe	Permission to manage billing or manage the workspace (owner always)
Invite a user row	Permission to invite a user (otherwise disabled)
Click a member	Opens the access dialog (see View and edit a member's access)

Open the page

1. Open the navigation menu.
2. In the workspace picker, find the relevant workspace.
3. Click the cog icon (tooltip: Workspace settings).
4. The Workspace page opens.

tip

After a successful Stripe payment, the URL may include a confirmation parameter. The page then waits for the subscription to activate and clears those parameters.

Page layout

On larger screens, content is in two columns:

Column	Sections
Left	Information, then Subscription (if allowed), then Legal documents
Right	Invitations, then Members

At the bottom: Workspace created by with the owner’s profile chip.

Information

Section header: Information, with two actions on the right:

Icon	Action
Clock	Opens the Workspace audit trail (if you can view the audit trail)
Pencil	Opens the Edit workspace dialog

Displayed content:

• Workspace logo and name
• Description, or No description if empty
• Storage used: progress bar and label X.XX GB / 100 GB Storage used
  • Color: normal (under 70 %), warning (from 70 %), danger (from 90 %)
• Company address (line 1, city, state, zip), or No address

Workspace audit trail

The clock icon opens a dialog titled Workspace audit trail. It lists the workspace audit history (with user names). Close with the X icon.

Edit the workspace

The pencil opens the detailed dialog documented in Edit workspace (name, logo, address, modules, and more).

Subscription

Visible only if you can view workspace billing.

Section title: Subscription.

Depending on the plan:

• Freemium / no active paid subscription: billable seats bar (e.g. X / 4 billable members), remaining seats or Seat limit reached, hint Paid plan unlocks: Inventory, Equipment, Public board sharing, and an Upgrade button if you can manage billing.
• Active Stripe subscription (or details shown): Freemium / Paid plan label, status (Active, Grace period, Past due, and so on), monthly or annual billing, seats, renewal or end dates, payment alerts when applicable.
  • Manage in Stripe: opens the Stripe billing portal.
  • Upgrade: shown for freemium, grace, or canceled states when you can manage billing.

note

If the free-plan member limit is reached, clicking Invite a user opens a paid-plan offer dialog instead of the invitation flow. See also Add a member.

Legal documents

Title: Legal documents.

Row	Content
Terms of service	Shows the current version; click to open the document in preview
Privacy policy	Same

If no version is published: note No published version and the row is disabled.

Invitations

Title: Invitations.

1. Invite a user row — opens the invitation dialog (permission to invite a user required).
2. For each pending invitation:
   • email, or label One use invite link when there is no email;
   • creation date/time;
   • status chip (pending, accepted, or declined);
   • link icon: copies the invite link (toast Link copied to clipboard);
   • pencil icon: edits the invitation role / permissions;
   • close icon: cancels (deletes) the invitation.

Invitation details: Add a member.

Members

Title: Members.

• Workspace members, sorted by display name.
• Each row: avatar (with time-presence indicator when available), name.
• On your row: person icon on the right.
• Click a row → See the workspace access dialog.

Presence indicators (avatar tooltip):

State	Meaning
Active	On the clock — activity in progress
Inactive today	Activity logged today
Absent today	No activity logged today

Details: View and edit a member's access.

Workspace creator

At the bottom: Workspace created by, followed by the owner profile chip, with time presence when available.

Related help

Topic	Help page
Edit name, logo, address, modules	Edit workspace
Invite by email or link	Add a member
Role / permissions / remove a member	View and edit a member's access
Manage predefined roles	User Roles Manager
Integrations hub (API keys)	Integrations page (accessible from workspace settings, outside this page)

In-app help

On the Workspace page, the header help menu opens this topic. Help title: Help - Workspace.

To confirm with product

• An inline history mode seems planned in the interface, but only a window view is available currently. Confirm whether an embedded history mode is still planned.
• Invitation statuses (pending, accepted, declined) are sometimes shown as technical English in the interface. Confirm whether user-facing translations are desired.
• Copy / edit role / cancel actions on an invitation are not hidden based on permission to invite (only Invite a user is). Confirm expected behavior for members without that permission.
• When updating an invitation role, the loading message is shown in French only. Confirm bilingual alignment.