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A Stairoids workspace is the top-level organizational unit that houses everything you build — your integrations, signals, automations, scoring rules, and team members all live inside a single workspace. Whether you’re a solo operator or running a B2B agency managing dozens of client accounts, understanding workspace configuration is the foundation for getting the most out of Stairoids.

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General Settings

Navigate to Settings → General to configure the core properties of your workspace.
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string
required
A human-readable label for your workspace. For agencies, use a name that clearly identifies the client or brand (e.g., “Acme Corp – GTM”).
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string
required
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.
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number
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.

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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.

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Inviting Members

1

Open the Members panel

Go to Settings → Members in the left sidebar.
2

Click Invite Member

Select Invite Member in the top-right corner of the Members panel.
3

Enter the email address

Type the invitee’s work email address. You can invite multiple people at once by separating addresses with commas.
4

Select a role

Choose Admin, Analyst, or Viewer from the role dropdown (see the permissions table below).
5

Send the invitation

Click Send Invite. The invitee receives an email with a secure link to accept and join the workspace.

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Roles and Permissions

Each role grants a different level of access. Assign the least-privileged role that meets each team member’s needs.
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.

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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.

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Creating Additional Workspaces

1

Open the workspace switcher

Click your workspace name in the top-left corner of the Stairoids dashboard to open the workspace switcher.
2

Create a new workspace

Select + New Workspace at the bottom of the dropdown.
3

Name and configure the workspace

Enter a workspace name and timezone for the new client workspace, then click Create.
4

Set up the workspace

You land inside the new workspace automatically. Configure integrations, scoring, and invite client team members as needed.

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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.
Bookmark the direct URL for each client workspace (visible in your browser’s address bar after switching) to jump straight in without using the switcher.
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.

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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.

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Domain Normalization

Enable Strip www prefix to treat www.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:
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boolean
Convert all incoming domain values to lowercase before matching. Recommended to prevent duplicate accounts from case variations. Defaults to true.
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boolean
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.

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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.com
  • hotmail.com
  • yahoo.com
  • outlook.com
  • icloud.com
To add custom exclusions, enter each domain on a new line in the Excluded Domains field under Settings → Account Matching, then click Save.
Excluding a domain prevents any signal associated with that domain from being attributed to an account. Review your exclusion list carefully — over-excluding can silently drop legitimate signals.

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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.
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number
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.
To change your retention period, go to Settings → Data Retention, adjust the slider, and click Save. The change applies to new signals going forward — it does not retroactively restore already-purged data.
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.