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Your workspace is the central hub for all of your team’s playbooks and SOPs in Seilers. Workspace settings let you control how your workspace looks, who can join and with what default access level, how your team authenticates, and what plan you’re on. You need Admin access to change most workspace settings.

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General Settings

General settings control the basic identity and behavior of your workspace. To access them, go to Settings in the left sidebar and select the General tab.
SettingDescription
Workspace nameThe name displayed in the header and in any shared links. Choose something recognizable to your team.
LogoUpload a PNG or SVG (recommended size: 256×256 px). Your logo appears in the sidebar and on shared document previews.
TimezoneSets the default timezone used for activity timestamps and scheduled notifications across the workspace.
Default languageSets the interface language for new members joining the workspace. Individual members can override this in their own account settings.

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Member Defaults

Member defaults determine the role that new members receive automatically when they join your workspace via an invite link — without you having to assign a role manually.
1

Go to Settings > Members

Open Settings and select the Members tab.
2

Find Default role for new members

Scroll to the Invite link settings section.
3

Choose a default role

Select Viewer, Commenter, or Editor from the dropdown. We recommend Viewer for large teams where most members only need to read SOPs, and Editor for smaller, tightly-knit ops teams where everyone contributes to content.
4

Save your changes

Click Save. New members who join via the workspace invite link will receive this role going forward. Existing members are not affected.
Members invited directly by email can be assigned any role at the time of the invitation, regardless of the default setting here.

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SSO & Login Options

Single Sign-On (SSO) lets your team log in to Seilers using your company’s identity provider, removing the need for separate Seilers passwords.
SAML SSO is available on the Enterprise plan. If you’re on a lower plan and want to explore SSO, contact sales@seilers.io or upgrade from the Billing section.
To enable SAML SSO:
  1. Go to Settings > Security.
  2. Under Single Sign-On, click Configure SAML.
  3. Enter your identity provider’s metadata URL or upload the metadata XML file.
  4. Map the required attributes (email, name) to the corresponding fields in Seilers.
  5. Test the connection using the Test SSO button before enforcing it for all members.
  6. Once confirmed, toggle Enforce SSO to require all workspace members to authenticate through your identity provider.
When you enforce SSO, members who have not yet linked their accounts to your identity provider will be locked out of the workspace. Make sure your team completes the migration before enabling enforcement.

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Billing & Plan

You can review and manage your subscription directly within Seilers.
  • Current plan — go to Settings > Billing to see which plan your workspace is on (Starter, Business, or Enterprise) and the renewal date.
  • Upgrading — click Upgrade plan to compare tiers and select a new plan. Changes take effect immediately and you’ll be charged a prorated amount for the remainder of the billing cycle.
  • Invoices — all past invoices are listed under the Invoices tab in Billing. Click any invoice to download it as a PDF.
  • Payment method — click Update payment method to change the card or billing details on file.

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Danger Zone

The Danger Zone section in Settings > General contains irreversible workspace actions. Proceed carefully with anything in this section.
  • Rename workspace — changes the workspace name and updates all shared links that display the workspace name. This does not break existing links.
  • Transfer ownership — transfers the workspace owner role to another Admin. You will retain your Admin role but will no longer be the owner. This action requires you to confirm your password.
  • Delete workspace — permanently and irreversibly removes the workspace.
Deleting a workspace permanently removes all playbooks, SOPs, and member data associated with it. This action cannot be undone, and Seilers cannot recover deleted workspaces. Export any content you need before proceeding.