Your workspace settings

Self-serve accounts manage everything from a single Settings area. Open it from the link at the top of your dashboard. Here's what each section does.

Company

Your business name, website and currency (used wherever money is shown), plus optional logo and favicon for branding.

Go-live date

An optional date, set by an owner, marking when your site or tracking went live. Before this date, the Brain treats traffic, conversion and spend swings as pre-launch noise rather than real movements - so it won't flag launch artefacts (such as a huge "+1,798% sessions" jump on a freshly launched site) as things worth acting on. Leave it blank if your business was already established when you connected your data.

Setting or changing the date also re-reads past movements, so earlier swings are re-classified against the new date straight away.

Team

See who's in your workspace and their role:

• Owner - full control, including billing, the AI key and removing members. There's always at least one owner.
• Member - everyday access to the dashboard and tools.

Invite a teammate by email; they'll get a link to join. The last owner can't be removed, so you never lock yourself out.

Data & refresh

Choose how often your platform data refreshes (weekly or daily), and run Refresh now for an immediate update. Refresh-now has a short cooldown (about an hour) to keep source APIs happy. You'll also see when the next scheduled refresh is due. Background on this in How data connections work.

AI key

If your plan uses your own AI key (BYO), this is where you paste it (it starts with sk-ant-). Don't have one yet? The card links to "Create one in the Anthropic Console" (console.anthropic.com -> Settings -> API keys). The key is validated, stored encrypted, never shown back to you, and only the owner can manage it. Usage on your key is billed to you by Anthropic directly, so AI features run without the monthly limits of the included-AI plans. See Bring your own AI key.

Usage

A live view of your monthly usage per feature - reports generated, copy created, and so on - against your plan's allowances. You'll see counts and limits here, so there are no surprises.

Plan and billing

Your current plan and billing status. Click "Manage plan and billing" to open the secure billing portal, where you can change plans, update your card, download invoices and cancel - all yourself. If a payment needs attention, you'll see it here with an "Update payment method" button to put it right. See Plans, pricing & billing.

Settings stays available even if billing needs attention, so you can always update your company details or sort out payment.