Workspace and people
Rename your workspace, manage members, roles, and seat types.
Overview
Organization settings control how your firm appears in Toolblocks and who can use which pursuit features. Workspace name, membership, roles, and seat types (Core, Network, Revenue) live here—plain language for “who can see accounts” and “who can run research pools.”
When to use this
- You finished onboarding and need to fix the workspace display name.
- You are adding marketers (Network) and principals (Revenue) with different access.
- An owner is offboarding someone or auditing pending invites.
Workspace name
Open Settings → Organization → Workspace.
Edit Workspace name (shown in the switcher, invites, and across the app—not your URL slug).
Click Save.
Onboarding also sets this name on the Rename your workspace step before invites.
People, roles, and seat types
Open Settings → Organization → People.
Review Members and Pending invitations.
Assign each member a seat type: Core (delivery), Network (contacts/prospecting), Revenue (pursuit intelligence, accounts, research pools).
Set organization roles (Owner, Member, etc.)—roles control admin actions; seat types control product surfaces.
Remove members or revoke invites when someone leaves the firm.
Free workspaces support up to 5 members with Core seats only. Network and Revenue seats require Team or an active trial.