Workspace settings and branding
Global settings: choose your modules, set your logo and colour scheme, and manage alert rules.
Rufineous Emmanuel
Last Update a day ago
Global settings lives in the account menu (your avatar, top right) — not the navigation rail. It holds four cards:
Modules
"Control what appears in the workspace navigation. Dashboard, Users and Settings are always on." One switch per module — Jobs & work orders, Scheduling & dispatch, Clients & contracts, Sites & locations, Fleet & vehicles, Assets & equipment, Authorizations, Forms & inspections, Defects & issues, Evidence & audit trail, Time & timesheets, Commercial & billing, Workforce records, Communications & updates.
Toggles save immediately. Switching a module off hides its section (and, for Communications, the top-bar Messages button) — no data is deleted, and switching it back on restores everything. At least one module must stay on.
Alerts
"Email a summary to chosen people when an event matches a rule you define — a dangerous defect, a failed inspection." The Manage alert rules button opens the rule builder — see Admin alert rules.
Workspace profile
Your workspace's Name and Slug, shown for reference. These are set when the workspace is created and aren't editable here — if you need a rename, contact support via Talk to support.
Branding
"Your logo and colours as they appear across the workspace."
- Logo — Upload (or Replace) a PNG, JPEG or WebP. A sharp, horizontal logo at least 600×160px looks best; it appears in the navigation, and on your PDF reports — the route completion report and form submission exports carry it top-right, because those documents go to your clients.
- Colour scheme — seven schemes: Maliru Yale, Pumpkin spice, Fern bronze, Royal plum, Emerald grove, Crimson clay, Slate indigo.
Click Save branding to apply — you'll see "Branding saved."
Who can change these
Saving modules and branding requires the Manage settings permission — held by the workspace owner by default. Others can open the page but saves will be refused.
Tip: upload your logo before your first client-facing report — it's the difference between a generic PDF and your completion report. See PDF reports.