Dashboard

The WorkOS dashboard is where you and your team configure and operate your WorkOS integration. Everyone who signs in to the dashboard belongs to a team, and each team has a shared workspace with settings that apply to all of its members.

Workspace settings live under Settings in the dashboard. These guides cover each area:

• Team settings: your team’s name, Admin Portal support email, dedicated Slack channel, and how to delete your team.
• Members and roles: invite team members, manage invitations, remove members, and understand what each role can do.
• Authentication: verify your email domain, require multi-factor authentication, set up Single Sign-On for the dashboard, and provision members automatically with directory provisioning.
• Billing: manage your payment method and billing email, view invoices, and track current usage.

Every dashboard account belongs to exactly one team. An email address that is already a member of a team can’t be invited to another one.

Environments, configuration, and customer data belong to the team, not to individual members. Workspace settings apply to everyone on the team, and what each member can do is governed by their role. Your profile, email address, and your own multi-factor authentication enrollment are personal account settings, and only affect your own sign-in.

Within a team, everything you build lives inside a project – a grouping of environments such as staging and production. Every team starts with one project, and most configuration (API keys, connections, and users) is scoped to an individual environment, so you can build and test in staging without touching production. Create additional projects when you need fully isolated setups, like separate products, each with its own environments.

For admins setting up a new workspace, a recommended sequence:

1. Verify your email domain to unlock Single Sign-On and directory provisioning for your team.
2. Secure sign-in by requiring multi-factor authentication or setting up Single Sign-On.
3. Add members by invitation or provision them from your directory.
4. Add a payment method to activate your production environment.
5. Set your Admin Portal support email so replies from your customers’ IT admins reach your team.

• Invite a teammate
• Change a member’s role
• Reset a member’s MFA
• Update your payment method
• Find an invoice
• Delete your team