Workspace settings
The settings that apply to a whole workspace: its name and address, language and number format, logo and colour, guest access, exchange rates, and deleting it.
Settings hold what applies to the whole workspace rather than to one table or page. Open them with Settings in the workspace's top bar.
You see Settings only if your role lets you manage the workspace or its members. A Super Admin always can (see Access).
What is where
In Settings, the top bar shows its groups, and each group has a menu on the left.
| Group | What it holds |
|---|---|
| General | General: display name, locale, exchange rates, privacy notice, phone for customers and URL key. Access: guest access, self-join and connected assistants. Appearance: logo, icon and colour. |
| Users | Members, Pending invitations and Roles. See Members and roles. |
| Credentials and Integrations | Connections to other services. See Integrations. |
| Automations | See Automations. |
Each setting is saved as you change it. A text setting saves when you press Enter or click away. Under the row you see Saving…, then Saved, or the reason it was not saved. A change that affects people outside the workspace, such as the address or guest access, asks you to confirm first and says what it will change.
Pages in this section
- Name, address and contact details: display name, URL key, phone for customers, privacy notice.
- Language, numbers and dates: the locale, and the language of the app itself.
- Logo and colour: what your shared pages and forms look like.
- Guest access, self-join and assistants: who can come into the workspace.
- Exchange rates: where currency conversions take their rates from.
- Delete a workspace: the trash, restoring, and deleting for good.
In this section
- Name, address and contact detailsSet the workspace's display name and URL key, the phone number customers can call, and the privacy notice linked under your public forms.
- Language, numbers and datesChoose how the workspace writes numbers, currency and dates, which also sets the language its shared pages and forms read in. The app's own language follows your browser.
- Logo and colourUpload the workspace's logo, set its square icon and pick its colour. They appear on every page and form you share, in the browser tab and in link previews.
- Guest access, self-join and assistantsDecide whether people who are not signed in can open what you share, whether anyone with an account may join, and which members' assistants are connected.
- Exchange ratesChoose where the workspace's currency conversions take their rates from: the National Bank of Romania, the European Central Bank, or a table of rates you keep yourself.
- Delete a workspaceMove a workspace to the trash, restore it before its purge date, or delete it for good now, and what is destroyed when it goes.
Last updated 29 October 2026