Team, clients, organization, account, and admin settings

Simple terms

These settings decide who can access Apex, which clients exist, and how workspace-level administration works.

Manages who can access work, which clients belong to an agency, account-level preferences, integrations, and organization-level configuration.

Routes

• /team
• /clients
• /org/settings
• /settings/account
• /settings/integrations

Implementation behavior

• Store team membership and organization membership are separate so client access can be scoped.
• Agency workspaces expose client management and workspace settings beyond single-store company workflows.
• Account settings manage personal user profile and account-level state.
• Integration settings manage Shopify, profit analysis, and external platform health.

How to use it

• Invite teammates at the store or organization level depending on the access they need.
• Use Clients for agency workspace client setup.
• Use Organization Settings for workspace ownership and defaults.
• Use Integrations when Shopify or profit-analysis data needs reconnection.

When not to use it

• Do not invite users at the organization level when they only need one store.
• Do not change ownership or leave a workspace without confirming another admin remains.
• Do not use account settings for store or workspace configuration.

Implementation source

• Pages live under src/app/(dashboard)/team, clients, org, account, and settings routes.
• Handlers include /api/team/*, /api/orgs/*, /api/account/profile, and invitation endpoints.
• Membership and role models in Prisma separate organization access from shop access.

Data and API

• Models include Organization, OrgMember, Shop, ShopMember, invitations, account/user profile records, and integration records.
• APIs under /api/team, /api/orgs, /api/account/profile, and invitation endpoints.
• Active shop and active organization state determines what settings are visible.

Failure modes

• User cannot see a shop: they may be in the organization but not assigned to the store.
• Wrong client edited: switch active workspace/shop before changing settings.
• Ownership transfer or leave-workspace actions should be checked carefully because they affect access.