Space settings are a set of parameters that prepare the system for further use and standardize its operation, affect the interface and appearance, as well as the possibility of users to interact with the space in a certain way.
To go to the general settings page of your Space, use the left menu. Namely, the Settings - General section.
💡 It is available only to the administrator and Space owner (super administrator).
The settings are divided into 3 blocks ⬇️
Information about the company
Here you can change the name of the company, as well as the Space owner.
❗️ These options are temporarily inactive. And the fields are still unavailable for making changes. Stay tuned for product updates😉.
In the Billing details tab, you can add your Space billing details, that is, data of your own company, general information that identifies you as a legal entity, sole proprietor or individual entity. And then use them to create invoices, contracts and other documents.
🔍 You can read more about how to create Space billing details and work with them in CRM in the following article.
General settings
The block is divided into three parts. The first contains basic settings, such as how the name is displayed or the default language. In the second - date and time parameters, such as time zone or selection of the first day of the week. And the third involves the variability of the appearance of the Space itself, namely the theme, page design, accents color. In addition, it is possible to allow or prohibit users to change these parameters themselves in personal settings.
🔍 You can read more about the general settings block in the following article.
Security settings
Here you can activate obligatory use of two-factor authentication for all users of the space.
❗️Currently, this option is inactive. Stay tuned for product updates😉.
Save settings
When all the settings have been configured or the necessary changes have been made to them, it is necessary to save everything. To do this, click on the appropriate button.
In order for the changed and saved settings to take effect in Space, you need to reload the page.
All parameters are configured in the settings, after they are saved, they are applied to all sections of the space, but taking into account the priority of personal settings in the profile of each individual user.
That is, they will take effect only for those users who have NOT changed their personal settings, but follow the system settings.
🔍 You can read more about how space settings affect personal settings in a user's profile in the following article.
If you have additional questions or you need to contact the support, send a request to this email [email protected]