Overview
Access workspace settings from Settings in the sidebar.
Highlights
- Set your Workspace Name (shown across the platform and in client-facing emails), upload your Logo (appears on invoices and client portal), choose Timezone (used for SLA calculations and scheduled reports), and set Default Currency.
- Manage your team at Settings → Members: invite team members by email, assign roles (Owner, Admin, Manager, Employee, Client, Contractor), and deactivate members who leave (their data is retained).
- Enable/disable modules at Settings → Modules to keep the sidebar clean.
- Configure integrations at Settings → Integrations: set up webhooks to send real-time events to Zapier/Make/your endpoints, manage API keys, and view delivery history.
- Manage your AmDital subscription at Settings → Billing: view usage, upgrade/downgrade plans, and update payment method.
- Share your workspace via Settings → Refer: copy your referral link, invite by email, grab an embeddable badge, and track clicks and signups. See Refer a Friend for details.