> ## Documentation Index
> Fetch the complete documentation index at: https://docs.amdital.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Settings Configuration

> Configure your AmDital workspace: branding, timezone, currency, team members and roles, modules, integrations, webhooks, billing, and referrals.

<h2>Overview</h2>
<p>Access workspace settings from Settings in the sidebar.</p>
<h3>Highlights</h3>

<ul>
  <li>
    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.
  </li>

  <li>
    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).
  </li>

  <li>Enable/disable modules at Settings → Modules to keep the sidebar clean.</li>

  <li>
    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.
  </li>

  <li>
    Manage your AmDital subscription at Settings → Billing: view usage, upgrade/downgrade plans, and
    update payment method.
  </li>

  <li>
    Share your workspace via Settings → Refer: copy your referral link, invite by email, grab an
    embeddable badge, and track clicks and signups. See{' '}
    <a href="/help/refer-a-friend">Refer a Friend</a> for details.
  </li>
</ul>


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