> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/workspace-and-settings.md).

# Workspace & settings

A workspace is your firm's environment inside Filed, holding all your clients, team members, settings, and integrations in one place. Most accounting firms operate with a single workspace. If your practice spans separate offices or uses distinct tax-software configurations, you may belong to more than one, and you can switch between them from Firm Settings.

## Settings tabs at a glance

Reach Settings from the gear icon in the lower-left corner of the app. Five tabs are available:

| Tab            | What it controls                                        | Who can see it                         |
| -------------- | ------------------------------------------------------- | -------------------------------------- |
| **Firm**       | Firm name, About description, workspace switching       | All members                            |
| **Appearance** | Logo, theme, fonts, colours, AI agent persona           | Admins only                            |
| **Members**    | Inviting, removing, and assigning roles to team members | All members (admin actions restricted) |
| **SSO**        | Enterprise single sign-on provider configuration        | Admins only                            |
| **Binder**     | Default category and document order per return type     | All members                            |

In-app notifications (the bell icon) are available within the app.

## Admin vs. member access

Filed has four roles: Admin, Level 1, Level 2, and Level 3. Admins can do everything that Level 1-3 members can, plus:

* Add, remove, and change the roles of other members
* Configure SSO providers for the workspace
* Customise firm appearance (logo, theme, fonts, colours)
* Reset binder defaults

Members with Level 1, Level 2, or Level 3 roles see only the Firm, Members, and Binder tabs. The Appearance and SSO tabs are hidden for non-admins; if reached directly, those pages display a message that only admins can manage those settings.

Admins cannot change their own role from within the Members tab.

## In this section

* [**Firm settings**](/reference/workspace-and-settings/firm-settings.md) - Update your firm name and description, switch between workspaces you belong to, or start a new workspace.
* [**Appearance**](/reference/workspace-and-settings/appearance.md) - Upload a logo, choose a theme preset, set custom fonts and colours, and configure the AI agent's name and handle.
* [**Members**](/reference/workspace-and-settings/members.md) - Invite team members individually or in bulk, assign roles, and remove members who no longer need access.
* [**Enterprise SSO**](/reference/workspace-and-settings/sso.md) - Connect Filed to your identity provider using OIDC or SAML so your team signs in through your firm's existing credentials.
* [**Binder settings**](/reference/workspace-and-settings/binder-settings.md) - Define the default category and document order that new binders follow for each return type.
* [**Notifications**](/reference/workspace-and-settings/notifications.md) - Read in-app notifications from the bell in the top navigation bar.


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