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 - Update your firm name and description, switch between workspaces you belong to, or start a new workspace.

• Appearance - Upload a logo, choose a theme preset, set custom fonts and colours, and configure the AI agent's name and handle.

• Members - Invite team members individually or in bulk, assign roles, and remove members who no longer need access.

• Enterprise SSO - Connect Filed to your identity provider using OIDC or SAML so your team signs in through your firm's existing credentials.

• Binder settings - Define the default category and document order that new binders follow for each return type.

• Notifications - Read in-app notifications from the bell in the top navigation bar.