Workspace owners and admins configure Advisor under Workspace Settings → Advisor. Everyone in the workspace benefits; members can view usage but cannot change related-card maintenance or workspace notes.
Open Advisor settings
Open Workspace Settings from the workspace menu, then select the Advisor section in the sidebar. Three tabs cover usage, related cards, and workspace notes.
Usage tab
The Usage tab shows Logic Units (LU) spent in the selected UTC calendar month. LU reflects how heavy each Advisor interaction was (mode, model work, and attachments), not a simple message count.
At the top you see the monthly allowance for the current UTC month: spent, cap, remaining, and a progress bar. States include normal, warning (above a threshold of the cap), and blocked when the cap is reached.
The daily table lists calls and LU per day for the whole workspace (all members). Pick month and year to review history. Only owners can raise the cap; contact an owner if you are blocked.
Workspace notes tab
Workspace advisor notes are free text included in Advisor prompts for this workspace (tone, product names, words to prefer or avoid). Up to 8,000 characters. Owners and admins edit and save; members can read the intent in this help article but cannot change notes in the app.
Do not put passwords, API keys, or private personal data here. The text is sent with Advisor requests for the workspace.