Copy page

Administration

Organization and workspaces

The organization is your company's account; workspaces divide its cost into the parts people report on. See How Costfluent works for how they relate.

Before you start

• Changing the organization's settings and deleting it needs the Owner organization role.
• Creating a workspace needs the Owner, Integration Owner or Editor organization role. Renaming and deleting one needs an organization Owner or the Owner team role on that workspace.

Edit the organization

Open Settings, then Organization. Under Organization Details:

• Organization Name and Organization URL.
• Organization ID, used in API references.
• Default Currency, the organization's default currency. How each workspace presents cost is set on the workspace; see Currency settings.
• Default workspace access: what the Everyone team gets on a new workspace until someone grants a team explicit access: No access, Can view or Can edit. See Access model.

Select Save Changes. The same page shows the data processing agreement on record.

Create and switch workspaces

1. Open Settings, then Workspaces, and select New Workspace.
2. Enter a Workspace Name and create it.
3. To work in another workspace, select Switch on it. Every page then shows that workspace.

Set up a workspace

Select a workspace to open its details:

• Workspace Details shows its data sources and when it was created. Choose which connections feed it under Settings, then Workspace Providers; see Manage connections.
• Currency settings decide how it presents cost billed in different currencies; see Currency settings.
• Automatic syncing turns its scheduled collection on or off; see Automatic syncing.
• Edit Workspace renames it.

Delete a workspace

Choose Delete Workspace from the workspace's actions. All data associated with the workspace is removed permanently: its reports, dashboards, budgets and the rest.

Delete the organization

Under Danger Zone, Delete Organization permanently deletes all data, including workspaces, budgets and cost history. It cannot be undone.

Related

• Users, teams and roles
• Plans and billing