Workspaces & Team

Changing Workspace settings, and archiving or deleting a Workspace

Settings holds the Workspace’s name, logo, default timezone, and default currency. The Owner can archive the Workspace, which can be restored within 30 days, or delete it permanently.

Plan
Any
Role
Owner or Admin to change details; Owner to archive or delete
Sign-in
A recent passkey or authenticator check to archive or delete

Before you start

  • For archiving or deleting: a passkey or authenticator app on your account, because these are sensitive changes.

Archive or delete

Closing a Workspace
ActionWhat happens
ArchiveUnpublishes every hosted report and disconnects the custom domain. Members lose access. The Owner can restore the Workspace within 30 days.
DeleteAll Projects, reports, files, and hosted links are removed within 30 days. Billing records and audit history are kept as required. It can’t be undone.

Restoring an archived Workspace gives members access again. Hosted reports stay unpublished and the custom domain stays disconnected until you publish and connect them again.

The Workspace Logo identifies the Workspace inside Prooflin. Report branding is set separately, in Brand.

Steps

  1. Step 1: Open Settings

    In the sidebar under Workspace, choose Settings.

    Prooflin app · sidebarGrowthPilot Studio · Agency
    DashboardNew AuditProjectsReportsHosted ReportsWorkspaceBrandTeamBilling & UsageCustom DomainsSettings
    IN THE PROOFLIN APP
  2. Step 2: Change the name

    Edit the Workspace Name and save.

  3. Step 3: Change the details

    Set the Workspace Logo, Default Timezone, and Default Currency, then choose Save Details. The currency is a three-letter code such as USD and prefills new campaign inputs.

  4. Step 4: Archive the Workspace

    In the Danger Zone, choose Archive Workspace… and confirm it’s you.

  5. Step 5: Restore an archived Workspace

    When you choose a Workspace, archived ones appear under Closed Workspaces with the date until which they can be restored. Choose Restore Workspace.

  6. Step 6: Delete the Workspace

    In the Danger Zone, choose Delete Workspace… and confirm it’s you.

What you should see

Settings shows the saved details. An archived Workspace appears under Closed Workspaces until its restore date.

Common problems

Next steps

STILL STUCK?

If these steps didn’t solve it, contact us.

Tell us which step you reached and the message you saw. Please don’t include passwords, one-time codes, or other credentials.