Manage workspace settings

Workspace Settings (/workspace?tab=settings) holds shared configuration for the entire tenant—starting with Workspace Name, which appears in the workspace switcher, invoices, and some customer-facing artifacts. Unlike personal profile tabs, changes here affect every member after they refresh. Admins often set the display name during onboarding, then revisit when a client rebrands or when sandbox workspaces are renamed before go-live. Pair this page with Modules and Resources under the same Workspace card on Settings so sidebar navigation matches what the client purchased. The Workspace card also lists Delete Workspace and Whitelabel—identity here is separate from Enable Whitelist CRM branding assets. When auditing a tenant, compare Workspace Name on this tab against invoice PDFs and the workspace switcher label; mismatches confuse finance and support.

Video

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Who can do this

Owner or Admin.

Before you begin

• Final display name agreed with the client
• List of modules to enable (see Workspace modules)
• Team notified that a rename requires browser refresh

What you'll accomplish

• Workspace Name saved and visible in header or switcher
• Optional description or defaults updated per UI
• Teammates see consistent identity after refresh

Step-by-step procedure

1. Open Settings → Workspace → Workspace Settings (/workspace?tab=settings).
2. Locate Workspace Name (required field marked with asterisk).
3. Enter the client-facing name—avoid internal codenames if customers see the switcher.
4. Complete any description or default fields shown on the panel.
5. Save.
6. Ask one teammate to refresh and confirm the header or selector shows the new Workspace Name.
7. Open Modules tab when ready to enable Smart Flows, WhatsApp Business Platform, or other purchased modules.
8. Document the final name in your internal runbook so support tickets reference the correct tenant.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Workspace modules and resources
• All Settings overview

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings