prerak
Settings & Admin · Workspace & Members

Workspace & Members

Your workspace is the shared home for your team's CRM. This guide covers workspace identity, inviting teammates, and the difference between personal and workspace settings.

Personal vs workspace settings

Settings fall into two groups:

  • Personal (only affect your account) — Preferences (profile, appearance, time zone) and Notifications. These carry the "You · Your account" label.
  • Workspace (affect everyone) — General and Members. These carry the "Workspace · General & team" label and are limited by role.

Workspace identity

Where to find it: Settings → General.

The General page manages your workspace profile — the workspace name shown in the app, invitations, and the workspace switcher — plus membership defaults. Owners and admins can rename the workspace; only owners can delete it (a permanent action, confirmed with a dialog).

Members and roles

Where to find it: Settings → Members.

Prerak has three roles:

  • Owner — full control, including role changes, ownership transfer, and workspace deletion.
  • Admin — can invite teammates, approve requests, and remove members.
  • Member — day-to-day access without member administration.

Inviting a teammate

  1. Enter the teammate's email in the Invite members card.
  2. Choose their starting role — Member or Admin.
  3. Click Send invite. The invitation appears under the Pending tab.

Join requests

When someone with a matching email domain requests access, managers approve or deny them from the Pending tab.

Auto-join

Owners can enable auto-join so anyone with a matching email domain joins instantly, instead of requiring manual approval. When it's off, every request needs an approval.

Managing existing members

On the Active tab, owners can change a member's role (selecting Owner transfers ownership and steps the current owner down to admin). Managers can remove members — though you can't remove yourself or the owner, and an admin can't remove another admin.