Settings Overview
Review full account settings areas
Limited Account Settings is the settings page for limited workspaces. It focuses on workspace identification, banking connection, GutCheck data tools, and upgrade options.
The page includes a table of contents so you can jump to each section.
Workspace Information shows:
Use the copy action next to the UUID when support or an integration needs the exact workspace identifier.
Banking Integration connects and refreshes bank data through Plaid.
The section shows current connection status, including bank connections, accounts, and recent transactions when data is available.
If no bank account is connected, use Connect Bank Account. If bank connections already exist, use Refresh Data to refresh Plaid data. If multiple bank support is enabled, Add Another Bank is available.
The GutCheck section includes a debug clear action for GutCheck questions, answers, and quiz state data.
This action is irreversible and asks for confirmation before clearing data.
The Upgrade section explains capabilities available in a full account and opens the upgrade request form.
Use this when a limited workspace needs the full ConStrat workspace experience, including broader financial intelligence, reporting, team collaboration, integrations, support, and analytics.