All guides ⚙️ Workspace & billing

Workspace settings, members, billing

The brief

Workspace settings holds the brief — the facts, voice, guardrails and banned terms every pitch is drafted against, plus what the studio has learned from your team's edits. The studio writes to the brief while it is still researching a new workspace; saving the brief yourself takes it over for good — the studio stops writing to it, and later research is dropped rather than merged over a human's corrections.

The allowedEmails block is the one part of the brief the editor does not own. Who can sign in is changed on the access list further down the same page, never by typing in the brief: an edit that changes those lines saves everything else and leaves the list where it was. That is deliberate — the brief is a text box every member of the workspace can reach, and who belongs here should not be one edit away from anybody who can type.

Appearance — light, dark, or your machine's

Where it is: click your workspace's name at the top of the sidebar — the same menu that holds your other workspaces and Sign out — and Appearance is at its foot. It is also on Workspace settings, near the bottom. Both are the same control; changing one moves the other.

The menu is the quicker one, and it stays open while you click, so you can try light against dark with the studio visible behind it.

Three settings:

Two things worth knowing:

It is saved on the device you set it on, not on the workspace. Your colleagues are not affected, and neither are your other workspaces — switching between clients never changes the studio's colour. Set it again on your laptop and your desktop if you want it in both places. A browser in private mode forgets it when the window closes.

Deliverables stay on white paper in either theme. A deck, one-pager, proposal or email is what your client will be looking at, so it is rendered the same way in both — a white sheet inside the dark studio. Shared links are all deliverable, so a share page is always light, whatever the person reading it has their machine set to. Printing is light for the same reason.

Your account — how you sign in, and your recovery number

Workspace settings carries one block that is yours rather than this workspace's: it follows you into every workspace you belong to, and your colleagues each keep their own.

How you sign in. Every passkey on your account, what each one is, when it was added and when it was last used — with Add a passkey to make another and Remove to forget one. A passkey is Face ID, Touch ID, Windows Hello or a security key; the secret half never leaves your device and it only ever works on this site, which is what makes it impossible to phish. Add one per device you use. Removing one stops it opening the studio — you can still sign in with Google or an emailed link. Full explanation in Getting started.

Recovery phone number. So we can get you back in if you lose access to your email, and so there is a way to reach you about the account itself. Pick your country, then write the number the way you normally would. It is used for nothing else unless you allow it below — never sent to a model, never in a deliverable — and you can clear it here whenever you like.

How we may reach you. The four contact permissions, exactly as the first card asked them: product email, account texts, product texts, phone calls. Every one is off unless you turned it on, and unticking one here takes it back straight away. Account email — sign-in links, receipts, service notices — is not on the list, because it is part of having an account.

Neither of these is deleted when a workspace is: how you sign in to your other workspaces is not one workspace's to take away.

What this workspace is called

The name at the top of your brief goes on everything the workspace produces. If your workspace was created from a checkout, by an agency, or from an uploaded list, the first owner or admin to sign in is asked once to confirm it. Confirming rewrites the brief itself, so every pitch afterwards is composed under the name you agreed to.

Members and access

Access is the workspace's email allowlist, managed from Workspace settings by its owner or an admin — named addresses only. Removing an address takes effect immediately. Sign-in is Google SSO or an emailed magic link; there are no passwords to reset.

Who added whom, and when

Every entry on the access list carries a line saying who put it there and on what date. It is there because "there is an address on this list and I cannot tell whether I added it" is a question the product should never make you guess at.

Three things worth knowing about that line:

Everyone at your company can sign in — keep it, or narrow it

If you bought with a company address, your access list carries an entry like @yourcompany.com as well as your own address, and the list now says in words what it means: everyone at that company can sign in, including addresses that do not exist yet. That is how it has always worked; what is new is that the product says so, and that you get to decide about it.

Two answers, and only an owner may give either:

Narrowing cannot be undone from inside Prospektor. Nothing in the product grants a whole company again — not settings, not us. If you narrow and then want a colleague back, add their address by name. Keeping, on the other hand, is not a lock: you can narrow a grant you kept, later, whenever you like.

Somebody from another company needs the owner's yes

Adding a colleague — anybody at a company already on your access list — works the way it always has: type the address, press Add, done.

Adding somebody from a different company is different if you are an admin rather than the owner. It becomes a request: the address is not added, that person cannot sign in, and the owner sees it on their own access list with Approve and Decline beside it. You will see it on yours too, marked as waiting for them.

This exists because letting a fourth party read every pitch a workspace has run is the owner's call — most often it is the agency that administers a workspace asking the client who owns it. An owner adding somebody from another company just adds them; there is nobody for them to ask.

Approving lets that person in exactly as an ordinary add does, and the access list then shows both names: who asked, and who approved. Declining leaves nothing behind — the person was never able to sign in, and is never told they were asked about.

You are told when access changes

If you own or administer a workspace, you get an email whenever an address is added to it, removed from it, or given a role — saying what changed, who did it, and linking straight to the access list. A role change also emails the person whose role moved, which matters most when it moved down: losing a role is otherwise invisible until you try to use it.

You also get one when an admin asks to add somebody from another company — headed approval needed, because nobody has been let in — and the admin who asked is emailed if you decline. Keeping a whole-company grant emails nobody: nothing about who can sign in changed.

You are not emailed about your own clicks, and somebody you have just added gets the invite instead of this notice. If nobody is recorded as the workspace's owner — which is true of a few of the oldest workspaces — the notice has nobody to go to and none is sent; ask us and we will set an owner.

Telling somebody they have access

Adding an address lets somebody in; it does not tell them. Every named entry on the access list carries an invite link beside it — click it and that person gets the same email an agency's client contact gets: what the workspace is, who set it up, and a sign-in link with their address already filled in. Use it for anyone who was added quietly, for a workspace made before invites existed, and for a client who says the first one never arrived — sending it twice is fine. Whole-domain entries (@example.com) have no single inbox behind them, so they carry no invite link.

Roles: owner, admin, member

Every named address on the access list holds one of three roles, shown beside it on the list. Your role on that same page says which one is yours and lists what it lets you do — and what it does not, with the role that would.

The short version: the ladder is about who joins, who administers and who destroys. It is not a read/write split. A member runs pitches and call preps, reads every run in the workspace, edits any deliverable, edits the brief's prose, mints share links and imports their own network. None of that changes with your role.

The account that created a workspace is its owner — with one deliberate exception, which is the whole of the next section: when an agency creates a workspace for a client and names the client's email address, that client is the owner and the agency is an admin.

Changing somebody's role

Only an owner can. On the access list, each named address has a small role picker under it; choosing a role applies it at once, and everybody who owns or administers the workspace is emailed about it — including the person whose role changed.

Handing the workspace over is the same picker: choose owner for somebody else and you step down to admin in the same act. You keep members and the stylesheet; you lose deletion and roles. It is one action rather than two, so the workspace is never briefly owned by two people or by none.

A workspace can never be left with no owner. Demoting the last one, removing them from the access list, or asking us to free their address is refused with a message saying so — because appointing an owner is itself an owner's job, so there would be no way back. Give somebody else the owner role first.

What an admin cannot do to an owner

An admin adds and removes members. They cannot remove an owner, and they cannot remove another admin — only somebody above a person can take their access away. Removing yourself always works, whatever your role.

If an agency set your workspace up

Some workspaces are created by an agency or consultancy that runs Prospektor for their clients. If yours is one of them, Workspace settings carries a section called The agency above this workspace: who they are, which addresses on your own access list are theirs, and how either side ends the arrangement.

The workspace is yours

When the agency named your email address as they created the workspace, you own it and they are an admin of it. In practice that means they keep doing everything they do for you — running pitches, adding your colleagues, uploading your deliverable stylesheet, settling a rescan of your brief — and there are exactly two things they cannot do:

You can also do everything an owner does anywhere else: change roles, approve somebody from another company, settle a whole-company grant, and hand the workspace to a colleague.

Two honest limits:

Hand over to the client

An agency that owns a client's workspace hands it over from the same settings section: Hand over to the client, which makes the named client address the owner and steps the agency down to admin in one action. Nothing is briefly owned by two people or by none, and nothing about the work changes.

If the client's own address is not on the access list yet, the section says so instead of offering a button that cannot work — add them, then hand over.

Detaching — either side, immediately

Either side can end the arrangement, at any time, without the other side's agreement and with no waiting period:

Nothing is deleted, on either side. Every pitch, call prep, share link, saved edit, network import and outcome stays exactly where it is, in the workspace, with whoever keeps it. Detaching removes access and the connection between the two workspaces; it removes no work.

Three things worth knowing:

If a detach happened in error, the two halves go back separately: the workspace's owner adds the addresses again from the access list, and we can re-seat the connection between the two workspaces. Ask support.

More than one workspace

An account can belong to several workspaces; the switcher at the sidebar's head — your workspace's name — lists them all and switches between them.

An agency workspace — one that can create workspaces for its clients — is marked (Agency) in that list, and the client workspaces it created are indented beneath it. With ten workspaces on one account, the one that runs the others is the one you can find at a glance.

Agency-flagged workspaces additionally get New client workspace in that menu, for the agency's owner or admins — name the client and a live, researched workspace exists before the next screen. A plain member of an agency workspace cannot create client workspaces: each one is a workspace that will be billed, with your agency's name on somebody else's screen.

Who owns what that form creates. Name the client contact's email and the workspace is theirs — that address is its owner and you are its admin, so you run it for them but cannot delete it or remove them. Leave the contact field empty and the workspace stays yours until you hand it over (Hand over to the client, on its settings screen). Either way you can end the arrangement later, and so can they: see If an agency set your workspace up above, which is written for the client and is worth reading before you explain it to one.

Name the client contact's email and they also get an invite email — it says your agency set the workspace up for them, names you, says in plain words that the workspace is theirs and what you can and cannot do with it, and links straight to sign-in with their address prefilled. The tick-box is on by default; untick it to set things up quietly and invite them later. Whether the invite was sent (or could not be) is shown the moment you land in the new workspace. That invite belongs to this one-at-a-time form; a portfolio upload mails nobody.

A whole portfolio at once

Below that form, Portfolio upload points the same act at a list. Paste one company per line — Company name, website, the website optional — or choose a CSV and it is read into the box. Extra columns are ignored, and a header row is recognised as the format rather than treated as a company. Every row becomes its own client workspace with the research already reading that company's site. A portfolio row names no contact, so each of those workspaces is owned by your agency until you hand it over — there is nobody else to give it to at the moment it is made.

Creating client workspaces — one at a time or a portfolio at a time — is free during the beta. Per-workspace billing arrives later: at creation you will choose whether it bills your agency or your client pays to unlock their workspace.

The deliverable stylesheet

Workspace settings → Deliverable stylesheet (owner or admin): upload a CSS file and every deliverable — on screen, on shares, in print — is styled with it. The studio's own chrome never changes; the stylesheet reaches your work and nothing else.

What Prospektor can see about your workspace

Prospektor keeps an operator view of every workspace as a record, so accounts can be set up, paused and supported without anybody at Prospektor being added to your allowlist. It holds the workspace's name and id, who it was provisioned for, its plan, whether it is paused, the addresses on its access list — and, since 23 Aug 2026, how much it is used: when somebody was last signed in, how many sign-ins there have been, how many pitch runs, call preps and other research the workspace has run, and what those cost Prospektor to run.

Those are counts and dates only. Nothing records your navigation — no page views, no searches, no dwell time, no analytics and no session recording of any kind. And the operator view does not open your work: pitches, your brief's prose, share links and your voice examples still need to be on this workspace's own access list, which nobody at Prospektor is unless you put them there.

Two things are deliberately outside that rule and are named here because they are. Feature requests you send through the composer, and support chat conversations, are both read by the Prospektor team — the first is a message to them by definition, the second so that a question that keeps coming up becomes a fix. Each of those records the studio screen you were on when you wrote it, because "where were they when this went wrong" is most of what makes a bug report useful. That is the only place a screen is ever recorded, and only for something you deliberately sent.

Billing, pausing, deleting

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