> For the complete documentation index, see [llms.txt](https://t-matic.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://t-matic.gitbook.io/docs/getting-started/account-setup.md).

# Account Setup & Configuration

This page is for workspace admins who have activated T-Matic and are now ready to set it up properly for their team. If you have not created your account yet, start with the [Quick Start Guide](/docs/getting-started/quick-start.md).

***

## Workspace creation

When you sign up, T-Matic automatically creates a workspace for your organization. The workspace is the top-level container for all your projects, team members, and billing.

To update your workspace name and details:

1. Go to **Settings** → **Account**.
2. Edit the workspace name and save.

Each user account belongs to exactly one organization workspace. If you need separate workspaces for separate clients or brands, contact support.

***

## Inviting team members

To add people to your workspace:

1. Go to **Settings** → **Members**.
2. Click **Invite member**.
3. Enter the team member's email address.
4. Select a role:
   * **Member** — can view and interact with all projects in the workspace
   * **Admin** — can manage members, billing, and workspace settings
5. Click **Send invite**.

The invited user will receive an email with a link to create their account. Once they sign in, they will have access to all projects in the workspace.

**Removing a member:** In the Members list, open the options menu next to the user and select **Remove**. Their access is revoked immediately. Projects they contributed to are not affected.

**Seat count:** Each active member consumes one seat on your subscription. Adding a member beyond your current seat count will prompt you to upgrade. You can manage seats in **Settings** → **Billing**.

***

## Setting default preferences

Workspace preferences are configured per-account under **Settings** → **Account**. These settings apply to your personal view and do not affect other team members.

**Theme:** Choose between light and dark mode. T-Matic respects your operating system preference by default.

> Additional preferences (timezone, currency, date format, and notification settings) are available in the account settings panel. These defaults are used across reports and usage displays within your workspace.

***

## Notification settings

T-Matic sends notifications when:

* A Brand DNA analysis completes
* A pipeline fails and requires attention
* A billing event occurs (payment failed, recharge triggered, monthly cap reached)
* A team member accepts their invite

To adjust which notifications you receive, go to **Settings** → **Account** → **Notifications** and toggle each category on or off.

Critical billing notifications (payment failures, usage cap warnings) are always sent to workspace admins regardless of notification preferences.

***

## Next steps

Once your workspace is set up and your team is invited, the next thing to do is connect your data. See [Connecting Your First Data Source](/docs/getting-started/connecting-data-source.md).


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