Workspace settings

The small set of facts and policies that keep a workspace working: profile, policy, people and plan.

Settings holds everything that is not a single piece of research, meaning who you are, how the workspace behaves, who is in it, and what you are paying for, and it stays small on purpose. There are three tabs (Profile, Organization, Billing) plus two neighbouring surfaces in the workspace sidebar, People and Activity. Your role decides which tabs you see, since everyone gets Profile, workspace administrators also get Organization, and Billing belongs to the owner alone. Anything you change here applies across every project.

Profile

Your own details, plus the two that actually change how you work.

Name and email are what other members of the workspace see, and changing your email goes through a confirmation step since it is also how you sign in.

ORCID wants the full URL form, https://orcid.org/0000-0000-0000-0000, and validates against that shape, so a bare identifier gets rejected. Add it if you have one, because it belongs with your scholarly identity rather than buried in a profile nobody opens twice.

Language switches the interface between the supported locales, changing the app’s own text without translating your sources, your notes, or anything your advisor writes.

Citation style sets your default across the app, and it is the one to get right early, because it decides what References proposes, what “Cite this” gives you on a source, and what your exports come out as. The picker searches the full CSL catalogue, so a departmental house style is almost certainly in there, and References covers how it gets used.

Organization

The workspace’s name, and the policies that decide what members can do without asking permission.

Five toggles, each a plain sentence:

• Invitations are open. Whether anyone can be invited at all, so turning it off closes the workspace.
• Members can invite. Whether ordinary members, and not only administrators, can bring people in. Owner only.
• Members can create projects. Whether a member can start a new project.
• Members can create departments. Whether a member can add a department. Owner only.
• Admins can create departments. The same, for administrators. Owner only.

Most “why can’t I do this?” questions end here, so when a colleague cannot start a project, look at the third toggle before you look at their account.

People

The workspace roster of people, roles, seats and invitations, which sits beside Settings in the workspace sidebar rather than inside it.

Invite someone by email and they get an invitation to accept, showing as pending until they do. Roles decide what a person can reach, and the practical difference between owner, administrator and member comes down to the policies above plus the ability to manage other people. Seats count against your plan, which is why the front page prints the member count next to the plan name.

Adding someone to the workspace does not add them to your projects, since project membership is separate and managed per project, as described in Project settings.

Activity

What moved in this workspace, and who was here. Also in the workspace sidebar.

You get a read-only view over whatever period you pick, showing activity across projects and activity by person, which will give a supervisor with several students something useful, as it will anyone reconstructing a quarter. For one project’s history it is the wrong tool, and the Journal is the right one, because it records what got made instead of counting it.

Billing

Only the workspace owner sees this tab.

The strip at the top shows your current plan and how many seats it covers, and below it sit the available plans and what each includes, monthly or yearly, with Enterprise as an enquiry rather than a checkout.

Every workspace starts free on Explorer and stays there until you decide otherwise, so no trial expires out from under you, and the paid plans, Scholar and Team, lift the two limits below and open the gated surfaces.

Once you subscribe, Manage subscription opens the billing portal for payment methods, invoices and cancellation. If someone else pays for your workspace, the tab says so and stops there.

Existing subscribers can retain a legacy price when new checkout prices change. Check your subscription in Manage subscription for the amount you are billed.

After checkout

The confirmation page checks that the plan purchased in that checkout is active for the workspace it belongs to. Once confirmed, Quester selects that workspace and returns you to the app.

Activation can take a moment, so the page retries temporary delays automatically. If it stops with an error, Try again repeats the confirmation. A missing or invalid checkout session asks you to return to Billing. If confirmation continues to fail, contact support with the visible error and approximate purchase time.

The two limits that will actually bite

Sources. The free plan holds thirty, and this is the one you will meet, because a serious literature review passes thirty quickly. A meter above your library in Sources shows it coming, and an import that would go over tells you instead of quietly truncating, so you can bring in the first n and decide from there. Paid plans have no cap.

Seats. The free plan is one person, and paid plans add seats, which is what the member count beside the plan name on the front page is really telling you.

Past those two the difference is which surfaces open, since the Advisor, Models, and the Map’s generated Themes analysis, published-record Terms, Connections and Venues need a paid plan. Authored themes, your own corpus terms, sources, notes, questions, references, the Journal, and the Map’s Overview, Composition and Trends work free with no time limit.

What a plan does not touch

Everything you have made stays yours and stays readable whatever you are paying, so your sources, notes, questions, models, references and every observation your advisor has already written all survive on the free plan. A lapsed subscription closes the gated surfaces without taking your work, and exports keep working, so nothing is locked in.