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Help Centre

Getting started
  • Create your first company
  • Add your first person
  • Track a deal through the pipeline
  • Import your existing data
  • Use custom fields
  • Invite your team
  • Find anything with search and filters
Importing data
  • Prepare your CSV file
  • What each record type needs
  • Update existing records with an import
  • Fix import errors
AI assistant
  • Ask the assistant about your data
  • Approve what the assistant changes
  • Choose an AI model
  • AI credits and rate limits
  • Connect Claude or ChatGPT to your workspace
Custom fields
  • Field types you can add
  • Add, edit, and archive fields
  • Control where a field appears
  • Edit the options in a select field
Records
  • Company records
  • People records
  • Opportunity records
  • Restore a deleted record
  • Export your data
  • See who changed a record
Tasks & notes
  • Work with tasks
  • Use the task board
  • Take notes on your records
Workspace & billing
  • Manage members and roles
  • Rename, create, or delete a workspace
  • Billing and plans
  • Manage your profile

Developers

Developer guides
  • Self-Hosting Guide
  • MCP Server
  • Contributing Guide
  • API Reference

Help Centre

Getting started
  • Create your first company
  • Add your first person
  • Track a deal through the pipeline
  • Import your existing data
  • Use custom fields
  • Invite your team
  • Find anything with search and filters
Importing data
  • Prepare your CSV file
  • What each record type needs
  • Update existing records with an import
  • Fix import errors
AI assistant
  • Ask the assistant about your data
  • Approve what the assistant changes
  • Choose an AI model
  • AI credits and rate limits
  • Connect Claude or ChatGPT to your workspace
Custom fields
  • Field types you can add
  • Add, edit, and archive fields
  • Control where a field appears
  • Edit the options in a select field
Records
  • Company records
  • People records
  • Opportunity records
  • Restore a deleted record
  • Export your data
  • See who changed a record
Tasks & notes
  • Work with tasks
  • Use the task board
  • Take notes on your records
Workspace & billing
  • Manage members and roles
  • Rename, create, or delete a workspace
  • Billing and plans
  • Manage your profile

Developers

Developer guides
  • Self-Hosting Guide
  • MCP Server
  • Contributing Guide
  • API Reference
  1. Help Centre
  2. /
  3. Workspace & billing

Workspace & billing

Members and roles, workspace settings, your own profile, and how Relaticle Cloud billing works.

Everything around the records: who's in the workspace and what they can do, the workspace's own settings, your personal profile and notifications, and billing for Relaticle Cloud.

Articles in Workspace & billing

  • Manage members and roles What Administrators and Editors can each do, plus invitations, join links, and removing members.
  • Rename, create, or delete a workspace Change a workspace's name and URL slug, run several workspaces side by side, or wind one down safely.
  • Billing and plans Relaticle Cloud is priced per workspace, never per seat — trials, subscriptions, credits, and pausing explained.
  • Manage your profile Your photo, name, email, password, signed-in browsers, and what happens if you delete your account.

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