The Settings section is where you manage your personal details, your workspace, and your subscription. What you can change depends on your role.
How to Access Settings
Click Settings at the bottom of the left-hand sidebar.
┌────────────────────────────────────────┐
│ Settings │
│────────────────────────────────────────│
│ │
│ ○ Profile — your details │
│ ○ Workspace — company info │
│ ○ Members — manage team │
│ ○ Billing — plan & payment │
│ ○ Referrals — earn credits │
│ │
└────────────────────────────────────────┘
Part 1 — Profile Settings
Who can use this: Everyone
Your Profile page lets you update your personal information.
What You Can Change
┌─────────────────────────────────────────────────────────┐
│ My Profile │
│─────────────────────────────────────────────────────────│
│ │
│ Full Name │
│ ┌─────────────────────────────────────────────────┐ │
│ │ Sarah Johnson │ │
│ └─────────────────────────────────────────────────┘ │
│ │
│ Email Address │
│ ┌─────────────────────────────────────────────────┐ │
│ │ sarah@yourcompany.com │ │
│ └─────────────────────────────────────────────────┘ │
│ │
│ ─── Change Your Password ────────────────────────── │
│ │
│ Current Password │
│ ┌─────────────────────────────────────────────────┐ │
│ │ •••••••••••••••• │ │
│ └─────────────────────────────────────────────────┘ │
│ │
│ New Password │
│ ┌─────────────────────────────────────────────────┐ │
│ │ •••••••••••••••• │ │
│ └─────────────────────────────────────────────────┘ │
│ │
│ Confirm New Password │
│ ┌─────────────────────────────────────────────────┐ │
│ │ •••••••••••••••• │ │
│ └─────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────┐ │
│ │ Save Changes │ │
│ └─────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────┘
How to Update Your Name or Email
- Go to Settings → Profile
- Click into the Full Name or Email Address field
- Update the text
- Click Save Changes
How to Change Your Password
- Go to Settings → Profile
- Scroll down to the Change Your Password section
- Type your Current Password (to verify it is you)
- Type your New Password
- Type the new password again in Confirm New Password to make sure there are no typos
- Click Save Changes
💡 Tip: A strong password has at least 8 characters, a capital letter, a number, and a symbol (like
!or@). Example:Sunny@2026!
⚠️ Do not share your password with anyone, including your manager or IT support. WorkRoster staff will never ask for your password.
Part 2 — Workspace Settings
Who can use this: Admins and Owners only
The Workspace page lets you update your company's details in WorkRoster.
What You Can Change
| Setting | What It Does |
|---|---|
| Workspace Name | The name of your company or team (shown at the top of the dashboard) |
| Workspace Logo | Upload your company logo to personalise the app |
How to Update the Workspace Name
- Go to Settings → Workspace
- Update the Workspace Name field
- Click Save Changes
The new name appears at the top of the sidebar and on your dashboard immediately.
Part 3 — Members
Who can use this: Admins and Owners only
The Members page is where you manage who has access to your WorkRoster workspace.
Viewing Current Members
┌──────────────────┬──────────┬──────────────────────────────────────┐
│ Member │ Role │ Actions │
├──────────────────┼──────────┼──────────────────────────────────────┤
│ Sarah Johnson │ OWNER │ (Owner — cannot be removed) │
│ James Patel │ ADMIN │ Change Role ▼ Remove Member │
│ Maria Garcia │ MANAGER │ Change Role ▼ Remove Member │
│ Tom Wilson │ EMPLOYEE │ Change Role ▼ Remove Member │
└──────────────────┴──────────┴──────────────────────────────────────┘
Inviting a New Member
The easiest way to add someone to your workspace is using an invite link.
- Go to Settings → Members
- Click + Invite Member or copy the Invite Link
- Choose their role before sending: Employee, Manager, or Admin
- Share the link with the new person by email or message
When they click the link, they create their own account and are automatically added to your workspace with the role you chose.
💡 Tip: Invite links expire after 7 days. If the new person has not joined after a week, generate a fresh link for them.
Changing Someone's Role
- Find the member in the Members list
- Click the Change Role dropdown next to their name
- Select the new role (Employee / Manager / Admin)
- The change takes effect immediately
⚠️ Be careful changing roles to Admin. Admins have full access to all data, billing, and settings. Only assign this role to people who need it.
Removing a Member
- Find the member in the Members list
- Click Remove Member
- Confirm in the dialogue
ℹ️ Removing a member does not delete their historical data. Their timesheets and leave records remain in the system for reporting purposes. They simply lose access to sign in.
Part 4 — Billing
Who can use this: Owners only
See the dedicated Billing & Plans guide for full details on managing your subscription.
Frequently Asked Questions
Q: I changed my email but cannot log in with it. Wait a moment and try again — the change may take a few seconds. If you still cannot log in, try the Forgot Password flow using your new email address.
Q: Can employees change their own passwords? Yes — every user can update their password in Settings → Profile.
Q: Can I see who was invited but hasn't joined yet? Pending invitations are shown at the bottom of the Members page with the status "Pending". You can re-send or cancel these invites.
Q: I accidentally removed a member. Can I re-add them? Yes — invite them again using the Invite Member feature. Their historical data was preserved and will reconnect to their account when they rejoin.
Next: Billing & Plans →