Workspace Settings
The Settings area manages profile data, team access, VAT settings, and operational controls.
Sections on this screen
- Profile: user and organization profile fields
- Team access: invite flow and role assignment
- VAT & Registry: VAT reference settings and lookup helpers
- Security controls: session/device-level actions (when available)
Team invite policy
In the current product flow:
- Only Owner can send invites
- Invites are single-use and expire automatically
- Roles available in invite flow are constrained by product policy
If you are not Owner, you will see a read-only note instead of invite controls.
Role assignment
Role changes affect access to:
- audit events,
- exports,
- review/confirmation actions,
- admin settings.
Always apply least-privilege for pilot users.
Storage and connectors
Storage/connector setup can be initiated from documents flow and related controls. For Google Drive-specific behavior see: