Team & Settings
Workspace Settings
Configure your workspace
Configure your workspace from Settings. Owners and admins manage the details below; other areas (users, modules, branding, billing) have their own sections.
General
- Workspace name - Your internal name for the workspace
- Company name - Your brand name, used in client-facing communication
- Workspace URL - Your slug
- Website, industry, and company size
- Contact email, phone, VAT/Tax ID, and address
These business details appear on your invoices and estimates.
Document Numbering
- Invoice starting number - Numbers format as
INV-0001and count up - Estimate starting number - Numbers format as
EST-0001 - Default estimate notes - Prefilled on new estimates
The INV- and EST- prefixes are fixed. Invoices use a single workspace currency.
Other Settings Areas
- Users & Roles - Members and guests (see Roles & Permissions)
- Modules - Turn features on or off (see Modules)
- Branding - Workspace logo and appearance
- Billing - Plan, payment, and AI usage
Closing a Workspace
An owner can close a workspace from General settings. This cancels billing at the end of the period and hides the workspace from members, while preserving the data.