> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stairoids.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Your Stairoids Workspace Settings and Team

> Manage workspace settings, invite team members with role-based access, configure account matching rules, and control signal retention in Stairoids.

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.

## General Settings

Navigate to **Settings → General** to configure the core properties of your workspace.

<ParamField body="Workspace Name" type="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").
</ParamField>

<ParamField body="Timezone" type="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.
</ParamField>

<ParamField body="Default Scoring Threshold" type="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`.
</ParamField>

## 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

<Steps>
  <Step title="Open the Members panel">
    Go to **Settings → Members** in the left sidebar.
  </Step>

  <Step title="Click Invite Member">
    Select **Invite Member** in the top-right corner of the Members panel.
  </Step>

  <Step title="Enter the email address">
    Type the invitee's work email address. You can invite multiple people at once by separating addresses with commas.
  </Step>

  <Step title="Select a role">
    Choose **Admin**, **Analyst**, or **Viewer** from the role dropdown (see the permissions table below).
  </Step>

  <Step title="Send the invitation">
    Click **Send Invite**. The invitee receives an email with a secure link to accept and join the workspace.
  </Step>
</Steps>

### 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               | ✅     | ❌       | ❌      |

<Note>
  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.
</Note>

## 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

<Steps>
  <Step title="Open the workspace switcher">
    Click your workspace name in the top-left corner of the Stairoids dashboard to open the workspace switcher.
  </Step>

  <Step title="Create a new workspace">
    Select **+ New Workspace** at the bottom of the dropdown.
  </Step>

  <Step title="Name and configure the workspace">
    Enter a workspace name and timezone for the new client workspace, then click **Create**.
  </Step>

  <Step title="Set up the workspace">
    You land inside the new workspace automatically. Configure integrations, scoring, and invite client team members as needed.
  </Step>
</Steps>

### 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.

<Tip>
  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.
</Tip>

<Note>
  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.
</Note>

## 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 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:

<ParamField body="Lowercase domains" type="boolean">
  Convert all incoming domain values to lowercase before matching. Recommended to prevent duplicate accounts from case variations. Defaults to `true`.
</ParamField>

<ParamField body="Strip common subdomains" type="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.
</ParamField>

### 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**.

<Warning>
  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.
</Warning>

## 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.

<ParamField body="Retention Period" type="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.
</ParamField>

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.

<Note>
  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.
</Note>