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).
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 / Locale / Currency | Workspace defaults. Inherit from Central when not customized. |
| Daily Reminder Time | Local workspace time (default 09:00) 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. |
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 and accents for this workspace only. |
| Support email | Shown in tenant-facing emails when set. |
| Logo / Favicon | Upload immediately. If unset, the platform (Central) logo/favicon is used automatically. |
Hints under fields show when a value is still inheriting the Central default.
With the Branded marketplace module, logo and application name are also used in email chrome and web push. See Branded.
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.
What you cannot change
Platform registration, maintenance mode, password policy, and billing defaults stay under Central Settings.