Workspace Settings
Configure your workspace profile, company information, and branding.
Workspace Settings
Workspace settings control the identity and basic configuration of your team's environment.
These settings require Admin or Owner permissions to modify.
Screenshot needed � add an annotated image showing this UI
Company Profile
Workspace Name
The display name for your workspace:
- Appears in the browser tab
- Shown in email notifications
- Displayed in the workspace switcher
To change:
- Navigate to Settings > Workspace
- Edit the Workspace Name field
- Click Save Changes
Workspace Slug
The URL-friendly identifier for your workspace:
https://your-slug.workestra.appRules:
- Lowercase letters, numbers, and hyphens only
- Must be unique across all of Workestra
- Minimum 3 characters, maximum 63 characters
Changing your slug updates your workspace URL. Existing bookmarks and shared links will break. Notify your team when making this change.
Industry
Select the industry that best describes your business:
- Technology & Software
- Professional Services
- Manufacturing
- Healthcare
- Financial Services
- Education
- Retail & E-commerce
- Other
This helps Workestra provide relevant AI suggestions and default settings.
Company Logo
Upload your company logo for branding:
| Specification | Recommendation |
|---|---|
| Format | PNG or SVG |
| Size | 200x200px minimum |
| Background | Transparent preferred |
| Use | Email templates, reports, invoices |
Company Details
Address Information
Enter your business address for:
- Invoice headers
- Legal compliance
- Tax documents
Fields include:
- Street address
- City
- State/Province
- ZIP/Postal code
- Country
Tax Information
Configure tax settings for invoicing:
| Field | Purpose |
|---|---|
| VAT/GST Number | Tax ID for international invoices |
| Tax Rate | Default tax percentage for quotes and invoices |
| Tax Name | Label shown on documents (e.g., "VAT", "GST", "Sales Tax") |
Contact Information
- Company Email — Primary contact for support and billing
- Phone Number — Displayed on invoices and quotations
- Website — Linked from workspace profile
Regional Settings
Timezone
Your workspace's primary timezone affects:
- Activity timestamps
- Due date calculations
- Report date ranges
- Automated notification timing
Choose the timezone where most of your team is located. Individual users can set their own timezone in their profile.
Currency
Default currency for financial modules:
- Used in CRM deal values
- Default for invoices and quotations
- Affects analytics and reporting
Common options: USD, EUR, GBP, CAD, AUD
Date Format
Choose how dates are displayed:
| Format | Example |
|---|---|
| US | 03/15/2024 |
| European | 15/03/2024 |
| ISO | 2024-03-15 |
Number Format
Configure decimal and thousand separators:
| Format | Example |
|---|---|
| US/UK | 1,234.56 |
| European | 1.234,56 |
Fiscal Year
Set your fiscal year for accurate reporting:
Fiscal Year Start
Select the month your fiscal year begins:
- January — Calendar year (most common)
- April — UK fiscal year
- July — Australian fiscal year
- October — US federal fiscal year
This setting affects quarterly reports, annual analytics, and financial year summaries in the dashboard.
Branding
Primary Color
Set a custom brand color used throughout the interface:
- Button accents
- Chart colors
- Highlight elements
Enter a hex color code (e.g., #3B82F6 for blue).
Custom Domain (Enterprise)
Enterprise plans can use a custom domain:
https://app.yourcompany.comContact support to configure custom domains with SSL certificates.
Next Steps
- Team Members — Manage your team
- Roles & Permissions — Control access
- Billing — Manage your subscription