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Settings: Workspace and Profile

Updated over 2 weeks ago

Overview

Within your Abstract account, you can manage your organization and members, access permissions, provide visibility into your personal account information, and set up groups. Abstract helps you maintain control over access, security, and collaboration across your workspace.

There are two main Settings pages: Members and Profile.


Members

Overview

The Members page allows administrators to view and manage users within your organization. From here, admins can review roles, invite new users, and manage authentication preferences.

Viewing Members

Admins can see all current members of their organization along with their assigned roles. This view helps ensure that access and permissions remain up to date as teams grow or change.

User Roles

Each user in your workspace can be assigned one of two roles:
Admin – Can manage members, view all workspace settings, and make configuration changes.
Member – Can access reports, uploads, and all standard workspace features, but cannot modify settings or user access.

Admins can change a user’s role by selecting the menu next to the user’s name.

Removing a User

Admins can remove a user from the workspace by clicking the menu button next to their name and selecting the delete option. Once removed, that user will immediately lose access to all workspace data.

Inviting Team Members

To invite new team members, scroll to the bottom of the Members page. Enter the email addresses of those you wish to invite and assign each invitee a role of Admin or Member.
Each invited user will receive an email invitation that must be accepted before joining the workspace.

Authentication and Security

Abstract supports multiple authentication methods, including two-factor authentication, SMS, email verification, and Single Sign-On (SSO).
To enable or purchase additional authentication options for your organization, contact your Client Partner.


Profile

Overview

The Profile page contains your personal and account-specific information, including your user details, account access, and group memberships.

Personal Information

This section displays your name, email address, and last login time. It helps confirm that your account is active and associated with the correct credentials.

Account Information

This section includes your Abstract account details and any linked authentication credentials. If you encounter access issues or need to update your login method, reach out to your Client Partner.

Groups

Your Profile also lists all groups you belong to within your organization.

By default, all users start within a base group that includes all organization members. Each group operates as an individual, sandboxed environment.

When you upload files to a group, all members of that group automatically have access to those files. Similarly, any Tracking Reports you create within a group are visible to all other members of that same group.

Groups can be used to organize work by client, business unit, or team. To create or modify group structures, contact your Client Partner.


Support and Troubleshooting

If you encounter any issues or have questions:

  • Use the Help Center button in the bottom-right corner of your workspace to contact the Abstract team directly.

  • Messages sent through this channel go straight to your Client Partner, ensuring a quick response.

  • You can also request a follow-up training session to discuss how to get the most out of tracking reports.

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