Tenant Settings — User Guide
Workspace Settings lets each tenant customize identity and mail without affecting other workspaces or the Central Application.
Open Settings
In the Tenant Application sidebar, open Settings.
You need permission to view/update settings (workspace owners have this by default).
Workspace timezone
Timezone under General is the single clock for the whole workspace. When it is set to e.g. Asia/Karachi, every date and time in the Tenant Application follows that zone — not the server’s UTC clock and not the browser’s local zone alone:
- Daily Reminder Time (task digest + daily CRM summary emails)
- Task due dates and lead follow-up due times
- Meeting and calendar start/end times (and meeting reminders)
- Attendance “today”, office start/end + late grace (on-site and remote), and optional login auto check-in when enabled
There is no separate attendance or meeting timezone. Change Timezone once; all of the above move with it. The same rule applies to every current module and any future module that shows dates, due times, schedules, or office hours.
General
| Field | Behavior |
|---|---|
| Workspace Name | Display name for the workspace. Also used as the browser/app title unless you set Application Name. |
| Application Name | Optional title override. Leave blank to use Workspace Name. |
| Company Name | Used in emails and documents. |
| Timezone | Workspace wall-clock zone for reminders, due dates, meetings, calendar, and attendance. Inherit from Central when not customized. |
| Locale / Currency | Workspace defaults. Inherit from Central when not customized. |
| Daily Reminder Time | Local workspace time (default 09:00) in Timezone — not server UTC — for the daily CRM summary email and the consolidated task due digest. Assignees still get in-app alerts per due/overdue task. |
| Default meeting provider | Preselects None / Google Meet / Zoom on the Meetings schedule form (meetings_default_provider). Connecting providers is done under Meetings → Integrations. |
| Trash retention | How long soft-deleted items stay in Trash before automatic permanent purge (trash.retention_days). Choose 30, 90, or 365 days, or Forever. Applies to leads, tasks, contacts, companies, invoices, and other SoftDeletes modules (not Team Chat messages — see Team Chat retention; not Email mailboxes — disconnect those separately; not IMAP Email Trash folders). Purge is irreversible. |
| Document number prefixes | When entitled modules are installed, customize auto-number prefixes (for example INV-, PAY-, PO-, HD-) for invoices, payments, credit notes, estimates, purchase orders, expenses, assets, and Help Desk tickets. |
Notifications
Settings → Notifications controls which event emails the workspace sends. Defaults are off for every toggle. In-app notifications and browser push are not affected.
| Toggle | When email is sent (if enabled) |
|---|---|
| Task assigned | A task is assigned to someone |
| Task completed / reopened | A task is completed or reopened |
| Mentioned in a task comment | Someone @mentions you in a task comment |
| Follow-up created | A lead follow-up is created |
| Follow-up due / overdue | A lead follow-up becomes due or overdue |
| Mentioned in a lead note | Someone @mentions you in a lead note |
| Meeting events | Meeting invite, update, cancel, or reminder |
| Other module assignments | Contact, company, opportunity, invoice, and similar assignment emails |
Always sent (not toggleable here):
- Daily task due digest and daily CRM summary (at Daily Reminder Time)
- Auth emails (password reset, email verification)
Team Chat
Shown when the Team Chat module is installed.
| Field | Behavior |
|---|---|
| Message & file retention | How long Team Chat keeps messages and attachments (team-chat.retention_days). Choose 30, 90, or 365 days, or Forever. Forever keeps history indefinitely; otherwise older messages (and their files) are permanently purged on a schedule. |
See Team Chat.
Attendance
Shown when the Attendance module is installed.
| Field | Behavior |
|---|---|
| Office start / end time | Local workspace office hours (Timezone above) used for on-site late classification (self check-in and manual records). Separate from Daily Reminder Time. |
| Grace period (minutes) | On-site check-ins after start time plus grace are marked Late (default 15). |
| Remote office start / grace | Separate late threshold when staff check in as Remote. |
| Show check-in / check-out | When off, self-service Check in / Check out buttons are hidden (default on). |
| Require late check-in reason | When late, staff must pick a catalog reason (Other needs a written note). Default on. |
| Auto check-in on login | Off by default. When on, first login of the day may create an on-site check-in if the user is not late, or if late reasons are not required. When late and late reasons are required, login does not check in — staff must use Check in on Attendance. |
| Work week days | Weekdays that count as working days for payroll calendars (default Mon–Fri), using workspace-local dates. |
See Attendance.
Security
| Field | Behavior |
|---|---|
| Session timeout (minutes) | How long a signed-in user may stay idle before the app signs them out. Inherits the Central platform default when not customized. |
| Never timeout | Sets timeout to 0 so users stay signed in until they use Sign out (or an admin revokes their token). Issues a non-expiring API token for that workspace. |
Password length / special-character rules stay under Central Settings.
Branding
| Field | Behavior |
|---|---|
| Button color | Primary buttons, accents, and invoice PDF chrome for this workspace. |
| Support email | Shown in tenant-facing emails and on invoice PDFs when set. |
| Logo / Favicon | Upload immediately. Logo is embedded on invoice PDFs. If unset, the app falls back to Central branding when uploaded, otherwise the EloSync press-kit App Store light icon. Invoice PDFs omit the logo until you upload one. |
Invoice company profile
Used on customer invoice PDFs (header and footer):
| Field | Notes |
|---|---|
| Tagline | Short line under the company name |
| Address / Phone / Website | Contact block |
| Default payment terms | e.g. Net 15 Days — used when issue/due dates cannot derive Net X days |
| Default invoice notes | Printed when the invoice memo is empty |
Invoice payment details
Bank name, account name/number, IBAN, and SWIFT/BIC. If any field is set, the PDF shows a Payment Information section; leave all blank to hide it.
Hints under fields show when a value is still inheriting the Central default (branding color/email) or is unset.
With the Branded marketplace module, logo and application name are also used in email chrome and web push. See Branded.
Marketplace
When Marketplace is enabled for the platform, Settings → Marketplace links to the catalog. From there you can Install free modules, Subscribe to paid ones, and Remove / Cancel subscription for opt-in modules you no longer need. Core modules (Leads, Tasks) cannot be removed. See Tenant Application.
Storage
When Storage is installed, Settings → Storage shows used / allowance bytes, the current pack (or Free 1 GB), and a link to upgrade in Marketplace. Workspace admins with storage.manage can also set Upload limits (allowed file types and separate max sizes for images, videos, and other files). See Storage.
Domain (Branded module)
When Branded is installed, Settings → Domain walks you through a three-step flow: enter your website address, copy DNS records into your domain provider, then check the connection. See Branded.
Mail
Choose Use system provider to inherit Central Application mail, or Use custom provider for workspace-specific SMTP / Postmark / Mailgun.
- Password and API token fields never show the stored secret; leave blank to keep the existing value.
- With a custom Postmark/Mailgun provider, copy the workspace Webhook URL, set the signing secret, and select delivery events to process.
- Use Send test to verify delivery (uses the form values, including unsaved changes when supported).
- Delivery history is available under Email logs — open a message to view the full body and Resend when permitted.
AI (AI Assistant module)
Shown when the AI Assistant module is installed and you have ai.manage.
| Field | Behavior |
|---|---|
| Billing mode | Platform uses Central’s provider and burns workspace credits, or BYOK with your own key. |
| Provider | Same catalog as Central: OpenAI, Anthropic, Gemini, OpenRouter, Groq, Mistral, DeepSeek, xAI, OpenAI-compatible, Ollama. |
| API key / base URL | Required for most providers; Ollama can use base URL only. Leave the key blank to keep the stored secret. |
| Default model | Curated suggestions per provider; OpenRouter and self-hosted providers accept custom model IDs. |
| Assistant toggles | Enable Ask EloSync and optional write suggestions. |
| Workspace instructions | Trusted tone/policy hints included in chat context. |
See AI Assistant.
Developers
Requires permission settings.manage_developers (workspace owners and admins by default).
Settings → Developers is the workspace-wide integration surface (not a Marketplace module):
| Section | What it does |
|---|---|
| API tokens | Create long-lived Bearer tokens (es_…) for calling /api/tenant/v1. The plaintext secret is shown once on create/rotate. Tokens act as the creating user — prefer a dedicated integration user with least privilege. |
| Outbound webhooks | Subscribe to domain events (lead.created, customer_payment.posted, Help Desk events, …). EloSync POSTs a signed JSON envelope to your HTTPS URL. Signing secret shown once. Use Edit (name / URL / events), Send test, Enable/Disable, and review Recent deliveries. Rotate/delete ask for confirmation. |
This is separate from Leads → Integrations (inbound lead ingest) and Automation’s per-workflow webhook action.
See Tenant API & Webhooks and Tenant Developers API.
What you cannot change
Platform registration, maintenance mode, password policy, and billing defaults stay under Central Settings.