# Workspace administration

- [Filed quick reference — admin setup](https://help.filed.com/filed-help-center/workspace-administration/filed-quick-reference-admin-setup.md): A quick reference guide for workspace admins covering the six key areas of Filed administration including user management, assignments, AI tax prep controls, billing, and notifications.
- [Settings menu overview — Members tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-members-tab.md): How to invite team members to your Filed workspace, assign their roles, and help them log in for the first time.
- [Settings menu overview — Workspaces tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-workspaces-tab.md): An overview of the Workspaces tab in Settings, covering how to view, switch between, and create new workspaces in Filed.
- [Settings menu overview — Assignments tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-assignments-tab.md): An overview of the Assignments tab in Settings, explaining how to configure who receives newly imported client returns and how to change the default assignment behavior.
- [Overview — assigning imported returns in bulk](https://help.filed.com/filed-help-center/workspace-administration/overview-assigning-imported-returns-in-bulk.md): How to select and bulk-assign imported tax returns to team members when you are the default recipient.
- [Settings menu overview — AI Tax Prep tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-ai-tax-prep-tab.md): An overview of the AI TaxPrep settings tab, which controls whether returns are automatically processed and sent to your tax software after document import.
- [Settings menu overview — Billing tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-billing-tab.md): An overview of the Billing tab in Settings, where you can manage Filed credits and process any payments due.
- [Settings menu overview — Notifications tab](https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-notifications-tab.md): How to configure email and in-app notification preferences in Filed, including who receives notifications and how to save your settings.
- [Overview — reassigning a return](https://help.filed.com/filed-help-center/workspace-administration/overview-reassigning-a-return.md): Step-by-step instructions for reassigning a single client tax return to a different team member in Filed.
- [Removing teammates from your workspace](https://help.filed.com/filed-help-center/workspace-administration/removing-teammates-from-your-workspace.md): How to remove a team member from your Filed workspace when staff changes occur or someone needs to move to a different workspace.
- [Overview — Credits tab](https://help.filed.com/filed-help-center/workspace-administration/overview-credits-tab.md): An overview of the Credits tab in Settings, covering how to view your credit balance, usage history, and consumption insights.


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