Skip to main content

Workspace owner legal identity

Every workspace must have a legal owner (name and billing address). This will show on all documents generated from the workspace.  

To view the name and billing address registered to your workspace:

  • Select the ‘Finance’ tab in the left sidebar
  • Under the 'Legal Identity' header, check the ‘Name and address’ field

Before adding or changing billing details, check you are in the correct workspace. Read more about how to change between workspaces here

If your workspace doesn’t have a billing address, you’ll see a prompt to add one before you can add money to your account.


To add a billing address to your workspace:

  • Select the ‘Add’ button next to ‘Name and address’.
  • Add your billing details in the popup window and select ‘Apply’.


If you already have a billing address on your account you can change it using the ‘Edit’ button.

You can only update the billing address on a workspace if:
  • your workspace balance is nil;
  • your workspace has no active or paused studies, or studies which are awaiting review; and
  • your workspace has no scheduled studies.

If the above conditions are not met, you will receive a notification that you need to contact Support to change these details.

You won't need to contact support if you just need to delete your draft studies or complete any active studies, as these can both be done from the 'studies' section of your workspace.

If you would like to request a refund of the unspent participant rewards in your workspace, or if you need any help, please get in touch with our Support Team using the button below.

Was this article helpful?
powered by Typeform