Workspaces
How workspaces are organized, what lives in each settings tab, and how to switch between them.
First-time setup checklist
If you just created your workspace, do these in order:
- General tab — set the workspace name and upload a logo (the logo seeds your brand colors).
- Brand voice tab — fill in industry, audience, voice descriptors so AI output sounds like you (Brand Profile guide).
- Social accounts tab — connect at least one platform via OAuth so you have somewhere to publish.
- (Optional) Team Members under General — invite teammates.
- (Optional) White label under Your account → White label — connect a custom domain (Agency plan only).
Once these are in place, your workspace is ready for content work. Everything else can wait.
What a workspace is
A workspace is a self-contained brand environment. It has its own identity (name + logo), its own brand voice, its own connected social accounts, its own team, its own posts, and its own AI credits. You can own one workspace (a single brand) or many (an agency managing several clients).
Aidelly's settings are organized around three scopes:
- This workspace — everything that belongs to the brand you're currently in. Switching workspaces changes all of it.
- All workspaces — the list of workspaces you can access, with a one-click switcher.
- Your account — your personal identity inside Aidelly. Same across every workspace.
The settings rail
Open Settings from the sidebar to see the rail laid out in three groups.
This workspace
| Tab | What it controls |
|---|---|
| General | The workspace's name, logo, type (My brand / Client), team members, and connected social accounts for this workspace. |
| Brand voice | The brand profile — industry, website, brand colors, voice, audience, goals, main offer. Sub-tabs for Brand memory (persistent facts Aidelly references when writing) and Documents (brand guidelines, catalogs, case studies that ground generated content in your real materials). |
| Social accounts | Connect platforms via OAuth, set posting defaults per platform, manage account groups, track brand mentions. |
All workspaces
A scrollable list of every workspace you can access. Clicking a workspace switches you to it instantly — posts, media, calendar, AI credits, all settings re-scope. Use the + New workspace button in the identity bar at the top of the page to create another workspace (requires your own active plan).
Your account
| Tab | What it controls |
|---|---|
| Profile | Your name, email, business name, login password. Profile picture — appears in the sidebar account button and is shared across every workspace you're in. Falls back to the workspace logo if you haven't uploaded a personal picture. Your role. Appearance (theme). |
| Security | Password change. Google-only accounts re-auth through Google when changing name/email. |
| Notifications | Email alerts for published posts and automation runs. |
| API keys | Personal API keys for the Aidelly API. |
| Bring your own keys | Wire up your own LLM provider keys (OpenAI, Anthropic, OpenRouter) for the AI usage in this workspace. |
| Plan & billing | Subscription plan, AI credit purchases, Stripe billing portal. Workspace owners see their own plan; team members on someone else's plan see the shared pool. |
| White label (Agency plan only) | Custom domain, branding overrides. |
| Danger zone | Account deletion. |
How switching workspaces works
Clicking a workspace in the All workspaces rail switches the active workspace immediately. The URL slug changes (e.g. /w/acme/settings → /w/jb-wizdom/settings), the identity bar at the top updates to show the new workspace, and every piece of data on the page reloads in the new workspace's context.
The sidebar workspace switcher works the same way.
Owners, admins, and members
Every workspace has roles. Hover the ? next to the Role column header on the Team tab for the canonical definitions:
- Primary owner — billing owner. Pays for the workspace, manages plan, can transfer or delete it.
- Admin — full workspace access. Manages team, brand, integrations, and content. Can't change billing.
- Member — day-to-day workspace access. Creates and publishes content. Can't change workspace settings or invite people.
My brand vs Client workspaces
When you create or edit a workspace, the My brand / Client pill in the General tab marks the workspace's type. The distinction is mostly informational right now — agency users tend to set client workspaces so they can keep their own brand voice cleanly separated. Client workspaces show a small Client badge in the workspace switcher.
Workspace mode — Agentic or Traditional
A separate dimension from My brand / Client is the workspace mode, which controls how Aidelly's AI shows up.
| Mode | What it does |
|---|---|
| Agentic | AI generates your content. Chat, composer suggestions, and automation queues are all in play. This is the default for new workspaces. |
| Traditional | You (or your team) write the content. Aidelly's AI runs in the background to score each submission for brand fit before it's approved. |
Pick the mode when you create the workspace from the + New workspace dialog. Switch later from Settings → General → Workspace mode. Only the billing owner can change the mode; admins see the current mode read-only.
Switching Agentic → Traditional enqueues a one-time QC score for every existing pending post so the queue gets caught up.
Inviting teammates (magic link)
The Team Members card in General drives invitations. The flow is one step for the inviter and one tap for the invitee:
- You — type the invitee's email, pick a role (Admin or Member), and click Invite.
- They — get an email with a magic link. Clicking it signs them straight into the workspace; they don't need to remember a password.
- (Optional) After they're in, Aidelly prompts them to set a password from Account → Security so they can log in without the magic link in future.
Open invitations show as pending rows on the Team tab — use Resend to send a fresh magic link, or Revoke to cancel.
Per-role feature visibility
Owners (and admins with the manage_role_access permission) can hide specific sidebar nav entries from admins or members. Use this when a client workspace shouldn't see Analytics, when members should focus on Calendar + Composer, or when an integration isn't relevant for that brand.
- Where — Settings → General → Role access & permissions (visible to owners/admins only).
- What you can hide — any sidebar nav key (Calendar, Analytics, Inbox, Ecommerce, etc.). Settings is never hidable.
- How it interacts with role permissions — visibility is additive to role enforcement. A member who can't do something still won't see it; this lets you also hide nav entries that the role technically can access but you don't want surfaced.
The owner can never be locked out of anything.
Deleting a workspace (30-day grace period)
The billing owner can delete a workspace from Settings → General → Danger zone → Delete workspace. Deletion is soft and reversible for 30 days:
- Day 0 — confirm by typing the workspace name. The workspace immediately disappears from the switcher and stops accepting writes. Existing scheduled posts pause.
- Days 1–30 — the workspace data is intact. Contact support to restore.
- Day 30+ — a daily cron permanently purges the workspace and all its data.
Admins and members cannot delete a workspace — only the billing owner can.
Single source of truth for logo + name
The workspace's logo and name (set in General) are the canonical brand identity:
- The brand voice card displays them read-only with an "Edit in General" shortcut.
- The brand color picker has a Pull from logo button that samples the two most prominent colors out of the uploaded logo.
- The sidebar profile picture falls back to the workspace logo when you haven't uploaded a personal avatar.
There's only one place to change the logo. Avoids two sources of truth getting out of sync.
Creating workspaces requires your own plan
You can only own a workspace if your own account has an active plan (paid, lifetime, or in trial). If you joined Aidelly through an invite without your own plan, the + New workspace button opens a dialog explaining what to do next.
You can stay a member of other workspaces either way — picking your own plan doesn't remove you from the workspaces you were invited to.
Common tasks
- Switch workspace — click the workspace in the All workspaces rail, or use the sidebar switcher.
- Rename or rebrand a workspace — General tab → Workspace name + Business Logo + Pull from logo (if you want auto-extracted brand colors).
- Invite teammates — General tab → Team Members → email + Invite.
- Move a connected account between workspaces — Connected Accounts card → Manage connections → toggle per-workspace.
- Change your own profile picture — Your account → Profile → Upload (no password required).
- Create a new workspace — + New workspace button in the identity bar at the top of any settings page.