Settings And Plans
Space Settings contains the configuration and management areas for the current Space. Available sections depend on your access.
General
General settings include the Space name and branding. Admins can manage these settings where permitted. The Business Info panel is hidden in Beta 1; previously saved business details are retained.
Members
Members is the unified Space people surface for Admins, Collaborators, Clients, Guests, and pending invites. It separates descriptive identity from access:
- Member Type describes the person's relationship to the Space.
- Access Level determines whether the person has Admin, Editor, or Guest capability.
- Project access, Opportunity assignments, and explicit Client sharing determine where non-Admins can participate.
Plans
Beta 1 plan limits are:
| Plan | Active owned Spaces | Internal members | Guests |
|---|---|---|---|
| Personal | 5 | 1 | 10 |
| Pro | 30 | 3 | Unlimited |
| Business | Unlimited | Subscription quantity, minimum 3 | Unlimited |
Internal members include the primary Admin, other Admins, and Editors. Unexpired pending Editor invitations also reserve member capacity. Guests are free and do not consume internal member capacity.
Personal Spaces use the default logo and highlight color. Pro and Business Spaces can use custom Space branding.
Billing
Personal is free. Pro uses a fixed subscription, while Business uses member quantity with a minimum of three internal members.
First-time onboarding creates an active Personal Space, with an optional upgrade offer after entry. In New Space, paid Space creation opens checkout after the plan and Space details are selected. The new paid Space becomes active only after billing confirmation is received. If checkout does not complete, the creator can return to Manage Spaces to resume or discard the pending setup where allowed.
Plans, Billing, and destructive Space lifecycle actions are limited to the primary Admin.
Plan Changes And Cancellation
Changes to an existing paid plan take effect after billing confirmation. A downgrade is applied as a plan change rather than scheduled for a later date. Business member quantity must cover current billable usage and remain at least three.
Scheduled cancellation takes effect at the end of the billing period. You can reverse a pending cancellation; Billing reflects the confirmed cancellation state after a reload.
If payment completes but Space activation is still waiting for confirmation, use the recovery action to retry confirmation. A delay in activation does not by itself mean payment failed.
When you reach a member, Guest, or custom-branding limit, Praxsys can offer an eligible plan change from the current screen. Members without billing access are directed to contact the primary Admin.
Account Settings
Account Settings is separate from Space Settings. It contains your time zone, application email preference, optional Product updates subscription, appearance, and Manage Spaces.
Product updates is off until you subscribe and saves separately from work-related Email notifications. See Product updates for the preference and optional app-entry prompt.
In My Profile, selecting or removing your avatar saves immediately. Failed uploads offer Retry, and removal offers Undo; these actions are separate from saving your personal information.