Workspace Settings

What it is

Configure workspace settings including currency, holidays, working hours, and theming

Who it's for

Workspace Owner

Access & Scope

Property	Value
Module	workspace-settings
Personas	workspace-owner
Scope	Workspace-level
UI Location	Dashboard > Settings

| Status | active |

UI Location

Dashboard > Settings

How it works

The Workspace Settings feature provides comprehensive configuration options for your workspace. Here's how it works:

1. Workspace Identity:

   • Set workspace name (required, max 120 characters)
   • Set workspace slogan (optional, max 160 characters)
   • Identity information is displayed throughout the workspace

2. Currency Settings:

   • Select workspace currency: USD, ILS, JOD, or EUR
   • Currency is used for all financial displays
   • Currency symbol is automatically applied

3. Working Hours Configuration:

   • Set working hours for each day of the week (Sunday to Saturday)
   • Configure timezone for the workspace
   • For each day, specify:
     • Open/closed status
     • Start time (HH:mm format)
     • End time (HH:mm format)
   • Working hours are used for session scheduling validation

4. Holidays Management:

   • Add holidays with name and date range
   • Holidays are highlighted in session calendar
   • Edit or delete existing holidays
   • Holidays can span multiple days

5. Theming Settings:

   • Select from predefined themes (light/dark)
   • Customize color tokens:
     • Primary, secondary, and accent colors
     • Background colors (body, surface)
     • Text colors (main, muted)
     • Border colors (subtle, strong)
     • Status colors (success, warning, error, info)
   • Colors use CSS color format (hex, rgb, rgba, hsl, hsla)

6. Print Settings:

   • Configure header and footer for printed documents
   • Header/footer can be:
     • Image-based (upload logo/image)
     • Text-based (custom text)
     • Empty (no header/footer)
   • Configure watermark:
     • Enable/disable watermark
     • Upload watermark image
     • Set opacity and position
   • Print settings apply to invoices, receipts, and other printed documents

7. Tracking Tools:

   • Access SMS tracking, AI tracking, and storage tracking
   • View usage summaries and detailed logs
   • Manage quotas and payments

Settings

The Workspace Settings feature includes the following configuration options:

1. Identity Settings:

   • Workspace name (required, 1-120 characters)
   • Workspace slogan (optional, 0-160 characters)

2. Currency Settings:

   • Currency selection: USD, ILS, JOD, or EUR
   • Currency affects all financial displays

3. Working Hours Settings:

   • Timezone selection (from comprehensive timezone list)
   • Per-day configuration:
     • Open/closed toggle
     • Start time (00:00 to 23:59)
     • End time (must be after start time)

4. Holidays Settings:

   • Holiday name
   • Start date
   • End date (must be on or after start date)
   • Multiple holidays can be configured

5. Theming Settings:

   • Theme selection (predefined themes)
   • Custom color tokens (13 different color tokens)
   • Color format: hex (#RRGGBB), rgb/rgba(), hsl/hsla()

6. Print Settings:

   • Header configuration:
     • Mode: image, text, or empty
     • Image upload (max size limit)
     • Text content (max character limit)
   • Footer configuration:
     • Same options as header
   • Watermark configuration:
     • Enable/disable
     • Image upload
     • Opacity setting
     • Position setting

Permissions

Access to Workspace Settings requires:

• Workspace Owner: Has full access to all settings
• Staff: Access may be restricted based on role permissions. Some settings may be read-only for staff.

Note: Settings management is typically restricted to workspace owners to prevent unauthorized configuration changes.

Use Cases

1. Workspace Customization:

   • Set workspace name and slogan for branding
   • Customize appearance with theming
   • Configure currency for financial operations

2. Business Hours Management:

   • Define working hours for each day
   • Set timezone for accurate scheduling
   • Configure holidays to block unavailable dates

3. Session Scheduling:

   • Working hours validate session times
   • Holidays are highlighted in calendar
   • Timezone ensures accurate time display

4. Branded Documents:

   • Add logos to printed invoices and receipts
   • Customize header and footer text
   • Add watermarks for document security

5. Multi-location Support:

   • Configure timezone per workspace
   • Set currency based on location
   • Customize holidays for local observances

6. Visual Branding:

   • Customize color scheme to match brand
   • Apply consistent theming across workspace
   • Create professional appearance

Notes / Limits

1. Workspace Name:

   • Required field
   • Maximum 120 characters
   • Cannot be empty

2. Workspace Slogan:

   • Optional field
   • Maximum 160 characters
   • Can be left empty

3. Currency:

   • Once set, affects all financial displays
   • Currency symbol is automatically applied
   • Supported currencies: USD, ILS, JOD, EUR

4. Working Hours:

   • Time format: HH:mm (24-hour format)
   • End time must be after start time
   • Closed days don't require times
   • Timezone affects all time displays

5. Holidays:

   • Holidays can span multiple days
   • End date must be on or after start date
   • Holidays are displayed in session calendar
   • Multiple holidays can overlap

6. Theming:

   • Color values must be valid CSS colors
   • Maximum 40 characters per color value
   • Changes apply immediately to workspace UI

7. Print Settings:

   • Image size limits apply (check current limits)
   • Text character limits apply (check current limits)
   • Images are stored and count against storage quota

8. Settings Persistence: All settings are saved immediately upon submission. Changes take effect across the workspace.

Changelog

Mon Jan 15 2024 02:00:00 GMT+0200 (Eastern European Standard Time)

• Initial documentation