Change workspace settings

Your team’s preferences determine which alerts they receive and how the workspace feels to use. Open Settings to review the configuration available to your account, save a supported change and check that it persists.

Change one setting

1. Find the setting and read its description. Confirm the current workspace before editing.
2. Change the value or notification preference using its control.
3. Save if the control provides a save action. Wait for the request to finish before making another change.
4. Reload the page and confirm the saved value. For a notification preference, check the next relevant event before assuming delivery works.

Notification categories include new inquiries, hot leads, proposal views, overdue tasks and expiring contracts. A preference controls which notifications are requested; delivery also depends on the relevant connection and service.

Ask the assistant to prepare a preference change

Ask AI, or an authorized MCP client, can read named public preferences and prepare an exact change for your approval. Supported preferences include notification categories, the legacy sender address, business name, site URL and Plausible domain. Review Current configuration, Exact new configuration and the consequences in Work before approving. Preparing or rejecting a proposal leaves the preference unchanged.

A saved preference does not establish notification delivery or replace workspace Branding. Server environment overrides require the installation owner to change the effective value securely. Installation owner email is server configuration, so it cannot be edited as a workspace preference.

Choose or create an appearance

Open the appearance control in the workspace navigation to choose Paper, Night, Signal, Studio, Frost, Material 2026, macOS, Accelerate or Capy. The preference stays on this device. Colors, corners, controls and dialogs follow the selected theme together. Each demo business keeps a separate preference, so trying Studio in Northline Roofing will not change the appearance of your live workspace or the demo launcher. Your choice survives navigation and refresh within that demo session.

Each appearance changes the character of the same workspace:

Appearance	What changes
Paper	Warm paper, editorial headings and crisp cobalt actions
Night	Graphite surfaces with warm brass accents
Signal	Midnight teal, precise corners and monospaced labels
Studio	Editorial headings, warm canvas and clay accents
Frost	Icy translucent surfaces and cool light
Material 2026	Matte tonal surfaces and soft, rounded controls
macOS	Silver navigation, system type and tighter controls
Accelerate	Monochrome navigation, bold headings and square edges
Capy	Graphite navigation, seafoam actions and crisp compact surfaces

The picker previews each palette and shape. With a theme focused, use arrow keys to try adjacent choices, Home or End to reach the first or last choice, and Escape to close the picker. Your choice applies immediately.

Choose Comfortable or Compact under Density in the same appearance control. Comfortable gives rows and panels more breathing room; Compact fits more work into the available space. The choice applies immediately and stays in this browser when you reload or switch themes. Touch controls keep their usable target size in either setting. If browser storage is unavailable, the choice works for the current page; choose it again after reopening the workspace.

On touch screens, controls retain a 44px minimum height even in Compact density. Small screens use consistent panel spacing across every appearance. Workspace transitions follow the selected theme and respect your device’s reduced-motion preference.

Choose Create a theme to open Branding. Start from an existing appearance, then adjust its palette, typography, corners and depth. The preview shows your edits before they affect the workspace. Choose Save and use theme to save the workspace definition and select it on this device. Other members can select the saved theme from their appearance control.

You can also describe a style under Create with AI, such as “warm ivory with forest green accents.” With the workspace AI connection configured, the assistant prepares a branding proposal for review. Check the exact proposed change and approve it before it saves; normal model usage costs apply. Select the saved workspace theme in Appearance to use it. The fictional demo does not call a paid model. Manual editing and importing work without an AI connection.

Import or export a theme lets you reuse a JSON definition between workspaces. Import previews the definition; it does not save it. Invalid fields and text contrast below 4.5:1 are rejected. Adjust the named colors and try again. One custom workspace theme is stored at a time; export a design before replacing it if you want to keep a copy. Reset edits restores the saved branding. If another person saves first, reload and review their version before applying your edits.

Connect a provider

Use Integrations for provider credentials and connection setup. General settings reject values that resemble secrets. If a credential field is missing, follow the connection guide rather than placing the key in a text setting.

Recovering from a failed save

Reload to check the actual stored value. If it stayed unchanged, record the setting name and the error for your technical owner, leaving out the value itself whenever it contains private business information.

Use Setup to inspect a connection problem and Activity to investigate who changed configuration.

Inspect layout settings

The Layout section shows the current sidebar and Today page order. “Using the default order. No override applied” means there is no saved customization. Revert to previous is available only when a previous change exists.

For example, open Settings in a fictional demo workspace and inspect both layout entries. Both use the default order and have no previous change to revert. This inspection does not create a saved layout or change a real workspace.