Workspace Settings

Workspace Settings provide administrative controls for your workspace. This page is accessible only to users with Admin or Owner roles.

Navigate to Workspace Settings in the sidebar. The page has four tabs: General, User Management, Usage, and API.

General tab

Workspace Name

Shows the current workspace name. This is a display-only field.

Delete Workspace

A warning section at the bottom allows you to request workspace deletion. Contact help@finpilo.com to permanently delete the workspace and all its data.

User Management tab

The User Management tab shows all users in your workspace.

Viewing users

The user list displays:

• First Name and Last Name — the user's name.
• Email — the user's email address.
• Role — Owner, Admin, or Member.
• Status — Active or Inactive.

Use the search field to filter users by email or name.

Inviting a new user

1. Click the Invite User button in the top-right corner.
2. Enter the user's details:
   • First Name and Last Name — optional at invite time.
   • Email Address (required) — the email address the user will sign in with.
   • Role — select Admin or Member.
3. If you selected Member, an additional Entity Access section appears. Select which entities this user can access. Members can only see documents and data for the entities assigned to them.
4. Click Create to send the invitation.

The invited user receives an email with instructions to set up their account.

Editing a user

Click on any user in the list to open their detail page. You can change:

• First Name and Last Name.
• Email Address.
• Role — switch between Admin and Member. You cannot change your own role.
• Entity Access (Members only) — select or deselect the entities this user can access.

Click Save to apply changes.

Removing a user

On the user detail page, scroll to the Remove User section at the bottom. Click Remove User to remove the user from the workspace. They will lose access to all entities and documents. This action cannot be undone.

You cannot remove yourself.

Usage tab

The Usage tab shows your workspace's credit consumption and billing information.

Current Billing Period

At the top, a summary shows:

• Plan — your current subscription plan (e.g., Standard).
• Credits — credits used out of the total included in your plan (e.g., 15,916 / 50,000).
• Overage Credits — credits consumed beyond the included amount.
• Cost — the base subscription cost (e.g., €129.00).
• Period — the billing period dates (e.g., Apr 1 – Apr 30, 2026).

Credits consumed chart

A bar chart shows daily credit consumption over time. You can switch between three views:

• Current Month — the current billing period.
• Previous Month — the previous billing period.
• Custom Range — select a custom date range.

By Entity breakdown

A table below the chart shows credit consumption per entity:

• Entity — the entity name.
• Credits Used — the number of credits consumed.
• % of Total — the percentage of total consumption.

API tab

The API tab is where you generate your workspace API key and configure the workspace-level webhook. Both features are used to integrate Finpilo with external systems such as accounting software.

Workspace API Key

The API key authenticates external systems calling the Finpilo External API. It is scoped to your workspace — access to all resources through this key is automatically limited to your workspace.

Generating a key:

1. If no key exists yet, click the Generate API Key button.
2. The full key is displayed once, in a green alert box, with a copy button.
3. Copy the key and store it somewhere safe — Finpilo never shows the full key again after you leave the page.

Regenerating a key:

1. If a key already exists, you see the key prefix (e.g., fp_kwy6e5…) and the creation date. Click Regenerate Key.
2. Confirm in the dialog. The existing key stops working immediately and a new one is generated.
3. Copy and store the new key. Update any external systems that use the old key.

Keys are prefixed fp_ followed by random characters. Only the prefix is stored in Finpilo for display — the full key is hashed and cannot be retrieved after generation.

Workspace Webhook

A webhook is a URL that Finpilo calls when you send a document. The webhook receives the document data as JSON and can return an accounting reference ID.

The workspace webhook is the default used by all entities in the workspace unless an entity configures its own. See Integrations for full details on how webhook resolution works.

Configuring the webhook:

1. Enter the Webhook URL — the address of your external system's webhook endpoint.
2. Enter an API Key if your webhook endpoint requires authentication. Finpilo will send this as a Bearer token in the Authorization header.
3. Toggle Webhook enabled on to activate it.
4. Click Save.

Notes:

• The API Key field is always empty when you open the page — it is never pre-filled. Leave it blank to keep the existing key. Enter a new value to replace it.
• When a key is already saved, the field label shows "API Key (leave blank to keep existing)."
• API keys are encrypted at rest.