Workspace Settings

Manage your workspace — name, team members, connected accounts, and preferences.

What Workspace Settings covers

Manage your workspace — name, team members, connected accounts, and preferences.

Use this guide to configure the brand, workspace name, connected accounts, preferences, and default operating context.

The guide is rendered as plain HTML for crawlers and AI agents, then enhanced by the interactive React docs experience for readers who want navigation, search, and product-specific UI.

Setup checklist

  • Confirm the workspace represents the right company or client.
  • Connect owned channels and destinations.
  • Set defaults for voice, publishing, and reporting.
  • Review settings after team or billing changes.

How it connects to Dreamstate

Dreamstate combines voice profiles, source-backed content creation, scheduling, inspiration, analytics, warm outreach, and AI visibility. This guide explains the part of that system that owns the workflow, the data it relies on, and the review step a team should use before the work affects a public channel or customer-facing action.

Because the same workspace context powers content, outreach, reporting, and visibility monitoring, docs pages are written around operational handoffs. The goal is to make it clear what to configure, what to inspect, and what should happen next.

Common mistakes to avoid

  • Using one workspace for multiple unrelated brands.
  • Leaving old connected accounts active.
  • Letting workspace context drift from the current positioning.

Review checkpoints

Before marking this workflow complete, confirm three things: the right workspace owns the work, the right sender or destination is attached, and a human can inspect the output before it affects a public channel, customer conversation, or report. Those checkpoints keep Dreamstate useful for automation without hiding accountability.

Next steps

  • Open the related docs below for adjacent setup steps.
  • Visit the API reference if you are connecting Dreamstate to external systems.
  • Use the product workspace for account-specific configuration, connected accounts, and publishing approvals.