# Filed quick reference — admin setup A workspace is your firm's environment in Filed. It contains your users, settings, workflows, and integrations. Most organizations require only one workspace. ## Workspace Setup A workspace is your firm's environment in Filed. It contains your users, settings, workflows, and integrations. Most organizations require only one workspace. However, firms operating multiple offices, teams, or tax software systems may establish additional workspaces to maintain separate configurations. Contact your Filed team for this setup assistance. ## Managing Users and Access Admins handle all teammate additions and access management through **Settings → Members**, where role assignments determine access levels: * **Admins:** Can manage users, settings, and Filed products * **Users:** Can work in Filed but cannot manage settings or access When a teammate leaves the firm or changes roles, their access should be updated or removed promptly to maintain security and prevent workflow issues. ## Assignment and Workflow Configuration From **Settings → Assignments**, admins configure work distribution when returns enter Filed: * Automatically assign returns to the importing person, or * Route to a specific team member Admins can reassign returns individually or in bulk to distribute workload, particularly during peak filing periods. ## AI Tax Prep Controls These settings let admins manage how Filed prepares and sends draft returns: * Require manual review before sending, or * Enable automatic sending via predefined rules Filed's AI learns only within your firm's environment. Client data is not shared across customers. ## Billing and Notifications **Billing:** Manage credits and payment information via **Settings → Billing** **Notifications:** Control delivery method (in-app, email, or both) ## Getting Support When issues arise, open the in-app chat from the affected page. This captures context for more efficient investigation. *** The way Filed is configured directly impacts the experience of your preparers. *** Legacy URL: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/filed-help-center/workspace-administration/filed-quick-reference-admin-setup.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.