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Workspace settings are under Settings > Workspace > General. Only Owners can access and edit these settings.

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Workspace name

Update the display name of your workspace. This is what members see when switching between workspaces.

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Brand color

Set your company’s brand color for custom-branded PDF reports. The color you choose is applied to report headers and accents.

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Francis branding

Toggle the “Powered by Francis” label in PDF reports on or off. It is enabled by default.

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Allow viewers to refresh data sources

When enabled, viewers can pull the latest data from connected data sources directly. When disabled, only Editors and above can trigger a data refresh.

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Delete your workspace

Go to Settings > Workspace > General and select Delete this workspace in the Danger Zone.
Deleting a workspace permanently removes all content and user data within it. This cannot be undone.

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Multiple workspaces

You can run multiple workspaces under a single Francis account. This is common for fractional CFOs managing several clients from one login. To create an additional workspace:
  1. Click your workspace name in the top left
  2. Hover over Switch workspace
  3. Select Create or join workspace
  4. Enter the name of the new workspace
The person who creates a workspace is assigned as Owner. To transfer ownership, go to Settings > Workspace > Members, open the role menu next to a member’s name, and select Make owner. A workspace can have multiple owners, so you can demote yourself afterwards if you want.