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Settings

Initial Setup

When you first create your workspace, there are several key settings to configure.

  1. Go to Settings → General
  2. Update your workspace name
  3. Upload your company logo
  4. Save your changes

Time Zone and Date Format

  1. Go to Settings → Experience
  2. Select your time zone
  3. Choose your preferred date format
  4. Save your changes

Essential Configurations

Connect Email and Calendar

Set up email and calendar sync:

  1. Go to Settings → Accounts
  2. Click Add account
  3. Connect your Google or Microsoft account
  4. Configure sync settings

→ Complete email & calendar setup guide

Invite Your Team

Add team members to your workspace:

  1. Go to Settings → Members
  2. Click + Invite
  3. Enter email addresses
  4. Assign appropriate roles

Note

Before inviting your team, check the default role under Settings → Members → Roles. New members are automatically assigned this role when they join.

Workspace Settings Checklist

  • Workspace name and logo configured
  • Time zone and date format set
  • Email and calendar connected
  • Team members invited
  • Roles and permissions configured

Next Steps