# Interface 2: Settings

The **Settings** page allows workspace administrators to manage key configurations for their Finnex AI account, including organization details, team members, and workspace access.

*Using the Database Interface*

### Tab Overview

* **General:** Update your organization name and view your current subscription plan.
* **Members:** Manage team members with options to invite, assign roles, and remove access.
* **Workspaces:** Manage and add additional workspaces (available with a Business Plan).


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1.  **General Tab**

* **Organisation Name**
  * Use this field to **rename your organization** as it appears in Finnex AI.
  * Click **Save** after editing to apply changes.


* **Current Plan Details**

  Displays your **active subscription plan** with included features.


* **System Connectors**

  Enable or Disable Xero or QuickBooks (coming soon) connectors.

  
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/ecb42cde-e8f4-443e-be7e-4e293f2a6463/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=33871a2222c9b1fb78ee091b3d2a19ea5733aaa18850074b02e888fbb27d70ef&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =427x480")

  


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2. **Members Tab**

Add and manage user access to your organisation.

* **Invite Member**  
  Click the **Invite Member** button to send an invitation by email. The invited user will receive an email to join your organisation.
* **User Roles**
  * **Admin**: Can manage members, settings, and connectors.
  * **Member**: Can access assigned workspaces and interact with AI features.
* **Pending Invitations**  
  Shows any invitations that haven’t yet been accepted. You can resend or revoke invitations here.
* **Edit or Remove Members**  
  Use the pencil icon 🖊️  to edit roles or the trash icon 🗑️ to remove members.

  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/c657d6ff-4c24-4267-9636-553f2cbeda17/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=c6e8ba2513bcbed9b7bb8222b6e1a92d2bac1cb34a4f4c4204cea9bd45e5ae25&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =410x488")

> 🔐 If the invited member already has an existing account and their own workspace, they can choose to bring their workspace over or start fresh. If a workspace is ported over, it will count as an additional workspace and incur standard cost, as only one free workspace is included in the Business Plan.


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3. **Workspaces Tab**

Manage your **Finnex Workspaces** and link them to accounting systems like **Xero** or **QuickBooks**.

* **Connect a Workspace**  
  Click the ➕ icon to add a new workspace. You could select a **Xero** or **Unlinked** Workspace Type.
* **Manage Linked Workspaces**
  * 🖊️ **Edit**: Rename or update linked workspace.
  * 🔗 **Unlink**: Disconnect the workspace from Xero or QuickBooks.
  * 🗑️ **Delete**: Permanently delete the workspace and its data.
* **System Link Note**  
  Linking a workspace to a system unlocks AI-powered accounting automation like:
  * Posting invoices and journals
  * Pulling reports and bank transactions
  * AI-based data extraction and sync

    

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/9acaed2b-b1e9-437d-80a2-772294458aff/5bc401f9-fdd5-441b-a876-456e4e0d64f8/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260918%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260918T053000Z&X-Amz-Expires=86400&X-Amz-Signature=bdf605a83278b8398489fb7a027c6c43842a61bc7a5174a3d4a4b793745e9458&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =426x359")



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> 🔐 *Note: Only users with Admin privileges can change organization settings or view subscription information.*

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**Documents**

- [Introduction](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/introduction-PQaACX6iYa)
- [System Requirements](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/system-requirements-KS1GqN2jFp)
- [Install](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/install-DZ8TSCgckG)
- [Account Management](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/account-management-s9EkSLP5CP)
- [Interfaces](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/interfaces-m7JG3TEEQp)
- [Xero Connector](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/xero-connector-3uuwmTfIiA)
- [Billing, Credits, and Usage](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/billing-credits-and-usage-SFxYPhf3zh)
- [Best Practices](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/best-practices-X3n0aDALzL)
- [User Plans](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/user-plans-B4MQMON008)
- [Uninstall](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/uninstall-u60vOWdD8i)
- [FAQ](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/faq-lFQaN9O00Z)
- [Trial Sample for Finnex AI Assistant](https://finnex.getoutline.com/s/03f128b2-527f-4e60-a720-a2bfaffd2e0e/doc/trial-sample-for-finnex-ai-assistant-LJc4Kq7jEM)