Admin Capabilities Overview

Overview

Admins in Tradespace have access to a comprehensive set of settings that control the account, team membership, notifications, and platform configuration. This guide walks through each area available under Settings.

Account Settings

Found under Settings → Account Settings, admins can update:

• Account Name – The display name for your organization on Tradespace.

• Contact Email – The primary contact email for the account.

• Billing Email – The email address where billing communications are sent.

After making changes, click Update to save.

Notifications

Found under Settings → Notifications, admins can configure email notification preferences:

• Task Summary – A daily email listing all reminders, tasks due, and assigned tasks on a given day.

• Individual Task Notifications – A separate email for every task reminder, due date, or assigned task.

• IP Assessment Report – Receive an email when a new IP assessment report is available.

Toggle each option on or off and click Update to save preferences.

Document Categories

Found under Settings → Document Categories, admins can create and manage document categories that appear across all items of a given object type. Regular users can also create their own custom categories, which are visible only on individual items.

Admins can add categories for the following object types:

• Account Organizations

• Agreements

• Bills

• Contacts

• Deals

• Departments

• Disclosures

• Expenses

• Filing Events

• Filings

• Grants

• Ideas

• Invoices

• Opportunities

• Payments

• Receivables

To add a category, expand the relevant object type and click + New Category.

API Keys

Found under Settings → API Keys, admins can create and manage API keys for programmatic access to Tradespace. Each key shows:

• Name – A label for the key.

• Key – The masked API key value.

• Status – Whether the key is Active or inactive.

• Requests – Total number of API requests made with the key.

• Last Request – The date of the most recent API call.

Click + New API Key to generate a new key.

Team Management

Found under Settings → Team, admins can manage all platform users. The Team page shows:

• All Members (name, email, role, status, and join date)

• Pending Invitations – Invites that have been sent but not yet accepted

Click + Invite Members to add new team members to the account. Admins can search existing members by name or email.

Inventors

Found under Settings → Inventors, admins can manage inventor accounts separately from team members. The Inventors page shows:

• All inventor Members (name, email, role, status, and join date)

• Pending Invitations – Inventor invites that have not yet been accepted

Click + Invite Inventors to add inventors to the account.