General Settings
Navigate to Settings → General to configure the core properties of your workspace.A human-readable label for your workspace. For agencies, use a name that clearly identifies the client or brand (e.g., “Acme Corp – GTM”).
The default timezone used for scheduling automations, displaying signal timestamps, and generating reports. Stairoids stores all events in UTC internally and converts to this timezone for display.
The minimum engagement score required before an account or contact is considered “qualified” for outbound action. Automations can reference this threshold dynamically. Defaults to
50.Team Members
Collaborating with colleagues or clients starts with inviting them to your workspace. Each member is assigned a role that governs what they can see and do.Inviting Members
Enter the email address
Type the invitee’s work email address. You can invite multiple people at once by separating addresses with commas.
Select a role
Choose Admin, Analyst, or Viewer from the role dropdown (see the permissions table below).
Roles and Permissions
Each role grants a different level of access. Assign the least-privileged role that meets each team member’s needs.| Permission | Admin | Analyst | Viewer |
|---|---|---|---|
| View signals and scores | ✅ | ✅ | ✅ |
| View automations | ✅ | ✅ | ✅ |
| Create and edit automations | ✅ | ✅ | ❌ |
| Manage integrations | ✅ | ✅ | ❌ |
| View API keys | ✅ | ❌ | ❌ |
| Generate and revoke API keys | ✅ | ❌ | ❌ |
| Edit scoring rules | ✅ | ✅ | ❌ |
| Invite and remove members | ✅ | ❌ | ❌ |
| Delete workspace | ✅ | ❌ | ❌ |
| Manage billing | ✅ | ❌ | ❌ |
Admins can change any member’s role at any time from Settings → Members. Removing a member immediately revokes their access — any API keys they generated remain valid until explicitly revoked.
Workspaces for Agencies
If you run a B2B agency managing multiple clients, Stairoids lets you create isolated workspaces for each client so their data, automations, and API keys never mix.Creating Additional Workspaces
Open the workspace switcher
Click your workspace name in the top-left corner of the Stairoids dashboard to open the workspace switcher.
Name and configure the workspace
Enter a workspace name and timezone for the new client workspace, then click Create.
Switching Between Workspaces
Use the workspace switcher in the top-left corner at any time to jump between workspaces. Your active workspace is always shown in the header. All settings, logs, and data are scoped to the currently active workspace.Each workspace has its own API keys. Generate keys per workspace in Settings → API Keys. Never share keys between client workspaces — doing so could expose one client’s data to another’s integrations.
Account Matching Settings
Stairoids identifies accounts primarily by domain. The account matching settings let you normalize incoming domain values and exclude domains that would create false account associations (such as free email providers). Navigate to Settings → Account Matching to configure these options.Domain Normalization
Enable Strip www prefix to treatwww.acme.com and acme.com as the same account. This is on by default and is recommended for virtually all use cases.
Additional normalization options:
Convert all incoming domain values to lowercase before matching. Recommended to prevent duplicate accounts from case variations. Defaults to
true.Strip subdomains such as
www, mail, info, and help before matching. For example, help.acme.com resolves to acme.com. Defaults to false — enable only if your signals frequently include subdomain variants.Excluded Domains
Add domains to the exclusion list to prevent free email providers, ISPs, or internal domains from being created as accounts. Stairoids includes a default list of common free email domains and you can add your own. Default excluded domains include:gmail.comhotmail.comyahoo.comoutlook.comicloud.com
Signal Retention
Stairoids stores raw signal data for a configurable period. After the retention window expires, raw signal payloads are purged, though aggregated scores and account timelines are preserved.The number of days raw signals are retained. Defaults to 90 days on all plans. Extended retention up to 365 days is available on paid plans.
Signal retention changes apply to newly ingested signals only. Already-purged raw payloads cannot be restored, so set your retention window before you start accumulating data you’ll need later.