Settings

Initial Setup

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

Workspace Name and Logo

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 → Roles**. New members are automatically assigned this role when they join. </Note>

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

• Workspace settings
• Profile settings
• Experience settings