Workspace Settings
Workspace settings are managed by Administrators and the workspace Owner. These settings control your workspace's identity, membership, billing, roles, teams, contacts, and integrations.
To access workspace settings, go to Settings from the sidebar and select the workspace section.
General
Manage your workspace's basic information and preferences.
| Setting | Description |
|---|---|
| Name | The display name of your workspace, shown in the sidebar and invitations |
| Description | A description of your workspace's purpose or organization |
| Logo | Upload a square image (max 3 MB) to represent your workspace |
Danger zone (Owner only)
These actions are irreversible and only available to the workspace owner:
- Transfer ownership — Hand over ownership to another workspace member (requires password confirmation)
- Delete workspace — Permanently delete the workspace and all its data
- Leave workspace — Non-owners can leave a workspace they no longer need access to
Deleting a workspace removes all channels, boards, documents, files, and member data permanently. This action cannot be undone.
Billing & Subscription
Copera bills in three layers: the platform is free forever for unlimited members, AI usage is one monthly plan for the whole workspace, and add-ons are bought individually. Nothing is ever priced per member.
The three layers
| Layer | Cost | Priced by | What it covers |
|---|---|---|---|
| The platform | Free forever | Nothing | Chat, boards, docs, tasks, calls, full history, guests, unlimited members |
| AI usage plan | Paid, monthly | The whole workspace | A weekly AI allowance that resets, sized by how much AI your team runs |
| Add-ons | Paid, monthly | Each item | Email inboxes, WhatsApp numbers, live classrooms, extra media storage |
Every workspace starts free with unlimited members and a free weekly AI allowance to try things with. You add an AI usage plan when you want the workspace running more AI, and you add only the add-ons you actually need. See current pricing in your workspace billing settings.
Adding members never changes your bill. A workspace of two and a workspace of two hundred pay the same for the same AI plan.
How the AI allowance works
An AI usage plan gives the whole workspace a weekly allowance that resets each week and does not roll over. Every AI capability draws on the same allowance: chat, agents, transcription, image generation, automations, and search.
When the allowance runs out on a paid plan, AI moves to a slower queue until the week resets, with the same models and more waiting. On a free workspace, AI pauses until the new week begins. Either way the platform itself keeps running: chat, boards, docs, and calls are never affected.
If you need full speed immediately, you can add extra credit, which never expires and is only consumed once the week's allowance is gone. If the week runs out early every week, moving up a plan is the better answer.
Workspace overview
The billing page shows your workspace's current state at a glance:
- Members — Unlimited and free, always
- AI usage plan — The plan your workspace is on, and its monthly price
- Weekly allowance — How much of this week's allowance has been used, and when it resets
- Extra credit — Any credit you have bought on top, which never expires
- Add-ons — Email inboxes, WhatsApp numbers, classrooms, and your storage tier
- Status — Active, Paused, Trial, or Trial Will End (with end date)
- Manage plan — Move up or down a plan, or drop back to the free plan
- Manage add-ons — Add or remove an add-on in any month
Storage and add-on pricing
Media storage is a monthly add-on priced by tier, and larger tiers cost less per GB. Only media counts toward it: messages, documents, boards, and tasks are text and stay unlimited.
Email inboxes and WhatsApp numbers are bought one at a time at a flat monthly rate each, with no bundle and no minimum. Live classrooms are priced by how many people can be in the room at once, never by how many members you have.
There are no per-file size limits, so a single large video, design file, or archive is fine as long as your storage tier covers it.
Billing details
| Detail | Description |
|---|---|
| Payment method | Credit Card (via Stripe) |
| Billing cycle | Monthly |
| AI usage plan | The plan your workspace is on, billed at its monthly price for the whole workspace |
| Add-ons | Inboxes, WhatsApp numbers, classrooms, and storage, each billed monthly |
| Extra credit | Any one-off credit purchases |
| Discount | Coupon code and discount amount, if applied |
| Total | Final amount for the current or next billing period |
Payment management
- Credit card — View, update, or replace your payment card (securely processed by Stripe)
- Invoices — View your full billing history and past invoices
Enterprise
Workspaces with 100 or more users automatically move to Enterprise, which is negotiated directly with Copera sales. Enterprise pricing is tailored to how much AI the workspace runs, along with its storage and inbox needs, and usually comes with SSO, a contract, and an SLA. The Copera sales team will reach out as you approach 100 users — no surprise charges.
Members
Manage who has access to your workspace. For full details on inviting and managing members, see Invite Team Members.
The Members page is organized into four tabs:
| Tab | Description |
|---|---|
| Invites | Pending invitations that haven't been accepted |
| Members | Active workspace users with their name, email, title, role, and status |
| Guests | External collaborators with limited access |
| Removed Members | Deactivated users who previously had access |
Member actions
- Invite member — Send email invitations to new users
- Change role — Assign a different workspace role to a member
- Remove member — Deactivate a member's access
- Revoke invite — Cancel a pending invitation
- Transfer ownership — Make another member the workspace owner (owner only)
The header shows your workspace at a glance: unlimited free members, the AI usage plan the workspace is on, and any add-ons you have bought.
Roles & Permissions
Create custom roles to control what members can do in your workspace.
Default capabilities
| Role | Capabilities |
|---|---|
| Owner | Full control over the workspace — billing, members, settings, and all content |
| Administrator | Manage members, roles, teams, channels, and workspace settings |
| Member | Create and edit boards, documents, files, and participate in channels |
Custom roles
You can create custom roles with specific permissions:
- Go to Settings > Roles
- Click Create Role
- Set a name, color, and description
- Toggle the permissions you want to grant:
| Permission | Description |
|---|---|
| View Roles | Can see the list of workspace roles |
| Edit Roles | Can modify existing roles |
| Delete Roles | Can remove roles |
| Administrator | Full administrative access to all workspace features |
Custom roles can then be assigned to members from the Members page.
Teams
Organize your workspace members into teams for easier management and collaboration.
Creating a team
- Go to Settings > Teams
- Click Create Team
- Enter a team name and description
- Add members to the team
- Click Save
Managing teams
- View all teams in a card grid layout
- Edit team name, description, and members
- Delete teams that are no longer needed
Teams help you quickly assign groups of people to channels, boards, or projects instead of adding members individually.
Integrations & API Keys
Connect external services to your workspace using API keys.
Creating an integration
- Go to Settings > Integrations
- Click Create API Key
- Enter a name for the integration
- An API key is generated — copy it immediately
Keep your API keys secure. Do not share them publicly. If a key is compromised, delete it and create a new one.
Managing integrations
- Copy key — Click to copy the API key to your clipboard
- Edit — Rename the integration or regenerate the key
- Delete — Remove the integration permanently
For developer documentation, visit developer.copera.ai.
Inbox Settings
Configure email inboxes and domains for your workspace. This is where you manage the email infrastructure that powers the Inbox feature.
Domains
Set up email domains so your team can send and receive emails from your organization's domain (e.g., @yourcompany.com):
- Go to Settings > Inbox > Domains
- Add your domain
- Configure DNS records (MX, TXT, DKIM) as instructed
For detailed DNS setup instructions, see Inbox Domain Setup.
Inboxes
Once a domain is configured, create inboxes for your team:
- Go to Settings > Inbox > Inboxes
- Click Create Inbox
- Configure the inbox name and email address
For full inbox management details, see Creating an Inbox.