Admin & Settings: Settings & Access Overview

What It's For

The Settings page holds your personal preferences, account-wide configuration, and team access controls. What you can see here depends on your role:

• Admins can access every section of Settings.

• IP Managers (non-admin users) can access everything except the Account section, which is Admin-only.

User (Admin and IP Managers)

Personal settings available to Admin and IP Managers.

• Personal Info — update your name, work email, timezone, and password.

• Notifications — choose which email notifications you receive: task summaries, individual task notifications, and IP assessment report alerts.

Account (Admin only)

Account-wide configuration. Only Admins can see or use this section — it doesn't appear in the sidebar for other users.

• Account Settings — update the organization's account name, contact email, and billing email.

• Document Categories — create and manage the categories (e.g., Agreements, Bills, Contacts) used to organize documents across the account.

• API Keys — generate and manage API keys for the account.

Members (all roles)

Available to Admin and IP Managers.

• Team — view and manage who has access to your Tradespace account (see Team Management below).

• Inventors — manage the list of inventors associated with your account.

Team Management

Any user — Admin or IP Manager — can invite, edit, or disable other users from the Team page. The Account section is the only part of Settings restricted to Admins.

Add a User

1. Click the Settings icon in the left sidebar.

2. Click Team.

3. Click + Invite User and enter their email address.

4. Select their role (standard user or admin).

5. Click Send Invite. They'll receive an email to set up their account.

Disable a User

When someone leaves your office:

1. Click Settings → Team.

2. Find the user and click Edit.

3. Click Disable.

Disabling a user removes their login access but preserves their record and all activity history in the system. You can still see what they created, approved, or modified.

Tips

• Disable users promptly when they leave.

• Grant Admin rights sparingly — most day-to-day users don't need it. Admin only unlocks the Account section (account details, document categories, API keys); it isn't required to manage the team. A good rule of thumb is to limit Admin access to IP office leadership and whoever is responsible for system configuration.

• If a user needs access to only certain parts of the platform (e.g., the Grants Office auditing inventions), work with your Tradespace point of contact on how to configure their access appropriately.