# Settings

> Find and configure personal, workspace, CRM, finance, communication, operations, and platform settings.

Settings is the central configuration area for Workstation. Open it from **Configuration → Settings**.

The landing page groups settings into seven sections. Each section holds one or more cards, and each card opens a focused page with its own sidebar. Use **Search settings…** at the top to jump straight to a setting by name or description.

What you can see and change depends on your role, permissions, enabled modules, and subscription. People with **Settings → View** but not **Manage** see a **Settings view access** notice: they can read workspace configuration, but changes and operational data still need the relevant permissions.

Billing is not part of Settings. Open **Configuration → Billing** instead (see [Billing](https://workstation.repzo.com/docs/commerce/billing)).

## Personal

**Your Account** applies only to you:

| Setting | Purpose |
|---|---|
| Profile | Personal details and account security |
| Notifications | What you get notified about, and where |
| Email & Calendar | Connect your mailbox, calendar, and email signature |
| Audio settings | Microphone, speaker, and ringtone for calls |

See [Notifications](https://workstation.repzo.com/docs/administration/notifications).

### Switch workspace

If you belong to more than one workspace (including [sandboxes](https://workstation.repzo.com/docs/administration/sandboxes)), open your avatar menu and choose a workspace under **Switch organization**. Everything you see then belongs to that workspace until you switch again.

## Workspace

### General

| Setting | Purpose |
|---|---|
| Organization | Company name, logo, and region |
| Feature Modules | Turn product modules on or off |
| Locations | Branches and workstations used by appointments, POS, and inventory |
| Import / Export | Move CSV or Excel data in and out (see [Data Import and Export](https://workstation.repzo.com/docs/administration/data-import-export)) |
| Bulk Actions | History and results of background bulk edits, assignments, deletes, and task creation |

### Users & Permissions

| Setting | Purpose |
|---|---|
| Team | Members, roles, seats, and the **Departments** tab |
| Roles & Permissions | Configure role-based access |
| Pulse | Kudos allowance, rewards catalog, and the weekly digest (owner only; see [Pulse](https://workstation.repzo.com/docs/analytics/pulse)) |
| Streaks | Reward daily activity with streaks and nudges (see [Daily Streaks](https://workstation.repzo.com/docs/performance/daily-streaks)) |
| Support Access | Let Repzo support securely enter your workspace |

See [Team](https://workstation.repzo.com/docs/administration/team) and [Departments](https://workstation.repzo.com/docs/administration/departments).

### Support Access

Repzo support can only enter your workspace while Support Access is on.

1. Open **Settings → Support Access**.
2. Choose how long access lasts under **Auto-expire after**: **24 hours**, **7 days**, or **Until I turn it off**.
3. Turn on **Allow Repzo Support to access your workspace**.

While access is on, the page shows who turned it on and when it expires. Click **Revoke access** to end it early. **Recent activity** lists every grant, revoke, and each time a support agent entered or left.

## Sales & CRM

### Sales Pipeline

| Setting | Purpose |
|---|---|
| Pipelines | Pipelines and stages for Deals, Contacts, Accounts, Tickets, Projects, Orders, and Listings |
| Lead Sources | Acquisition sources and channels |
| Industries | Industry categories |
| Tags | Reusable tags for conversations, tickets, contacts, deals, and other records |
| Associations | Association labels and limits (for example, one Billing contact per account). Opens the **Associations** tab in [Objects](https://workstation.repzo.com/docs/administration/objects#associations). |

See [Pipelines and Stages](https://workstation.repzo.com/docs/sales/pipelines).

### Data & Fields

| Setting | Purpose |
|---|---|
| Properties | Native, custom, computed, grouped, conditional, and archived fields |
| Objects | Organization-wide record layouts, create forms, association labels, and related properties |
| Request Types | Request forms and approval steps |

Read [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup) before changing a new workspace's data model. [Properties](https://workstation.repzo.com/docs/administration/properties) defines the data; [Objects](https://workstation.repzo.com/docs/administration/objects) places it on record pages.

## Products & Finance

### Products & Catalog

- Products
- Service Menu
- Product Categories
- Inventory (stock, suppliers, and brands)
- Price Lists

### Finance

- Currencies and exchange rates
- Tax Rates
- Invoice Settings (numbering and management rules)
- Payment Methods

These settings support [Price Offers](https://workstation.repzo.com/docs/sales/price-offers), [Invoices](https://workstation.repzo.com/docs/commerce/invoices), [Orders](https://workstation.repzo.com/docs/commerce/orders), and [appointment checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout).

### Accounting

- **General**: turn Accounting on, set the fiscal year and period lock
- **Chart of Accounts**: the ledger accounts transactions post to
- **Default Accounts**: where payment methods and tax rates post

Only people who can manage Accounting see this card, and **Chart of Accounts** and **Default Accounts** appear only after Accounting is turned on. The same settings, plus companies, payment terms, numbering, and fiscal years, are also in **Accounting → Accounting settings**. See [Setting up Accounting](https://workstation.repzo.com/docs/commerce/accounting/setup).

## Communication

### Inbox

| Setting | Purpose |
|---|---|
| Inboxes | Inbox queues and assignment rules |
| Channels | Email, WhatsApp, Telegram, Messenger, Instagram, and live chat |
| Rules | Automatic moderation and auto-replies |
| Macros | Saved replies and one-click actions |
| Calls | Extensions, call numbers, and who can place and receive calls |
| Outbound Campaigns | Dial a list of numbers with your AI agent |
| Agent Testing | Simulate callers against your AI voice agent before it goes live |
| Voice Analytics | Call volume, outcomes, cost, and sentiment |
| Email | Sender addresses, domain authentication, sending rules (warm-up and quiet hours), subscription types, and suppressions (see [Email sending setup](https://workstation.repzo.com/docs/marketing/send#email-sending-setup)) |

See [Inbox](https://workstation.repzo.com/docs/operations/inbox). **Calls**, **Outbound Campaigns**, **Agent Testing**, and **Voice Analytics** are covered in [Calls](https://workstation.repzo.com/docs/operations/calls).

### Tickets

- Categories
- SLA Policies
- Pending Reasons
- Macros

See [Tickets](https://workstation.repzo.com/docs/operations/tickets).

## Operations

### Appointments

Shifts, Configuration (statuses, cancellation reasons, and more), Session Note Templates, Online booking, Memberships, Service Menu, Service Categories, Products, and Inventory.

See [Appointments](https://workstation.repzo.com/docs/engagement/appointments), [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking), and [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout).

### Point of Sale

| Setting | Purpose |
|---|---|
| Branches & Registers | POS behaviour, registers, discounts, tips, and receipts per branch |
| Team Access & PINs | Enable cashiers, assign branches, and manage six-digit POS PINs |
| Payment Methods | The payment options at checkout, and their order |
| Taxes | Tax rates and whether displayed prices include tax |
| Currencies | Base currency, selling currencies, and exchange rates |
| Products / Product Categories / Inventory | What the register sells and branch stock |

Branches and registers edit the same locations as **Workspace → Locations**; the POS card is a shortcut to the same records. See [Point of Sale settings](https://workstation.repzo.com/docs/pos/settings).

### Templates & Automation

| Setting | Purpose |
|---|---|
| Print Templates | PDF designs for price offers and invoices |
| Notification Templates | Notification templates and channels |
| Email Templates | Drag-and-drop email templates for the email composer and [Send](https://workstation.repzo.com/docs/marketing/send) |
| Approvals | Approval processes |
| Project Templates | Reusable project structures |
| Project Roles | Project team roles |

**Email Templates** opens a visual editor. Give each template a name and a default subject, then design the body. You can also clone a template or import an existing Unlayer design from its URL. Templates appear in the email composer and in the **Saved template** picker in [Send](https://workstation.repzo.com/docs/marketing/send).

Client Loyalty is configured from the module itself, not from Settings. See [Client Loyalty](https://workstation.repzo.com/docs/operations/client-loyalty).

See [Workflows](https://workstation.repzo.com/docs/administration/workflows), [Notifications](https://workstation.repzo.com/docs/administration/notifications), [Approvals](https://workstation.repzo.com/docs/operations/approvals), and [Projects](https://workstation.repzo.com/docs/operations/projects).

## Platform

### AI

**AI Agents** manages reusable agents, installations, runs, and debugging tools. See [AI Agents](https://workstation.repzo.com/docs/operations/ai-agents).

### Integrations & Developers

| Setting | Purpose |
|---|---|
| Connected Apps | Installed integrations, their status, sync settings, and activity (see [Marketplace](https://workstation.repzo.com/docs/configuration/marketplace)) |
| Ads | Connect ad accounts; sync ads, lead forms, and performance (see [Ads](https://workstation.repzo.com/docs/marketing/ads)) |
| Ads Funnel Metrics | What counts as a qualified or converted contact in the Ads dashboard |
| Developer Apps | API keys and chat bots (see [Developer API and CLI](https://workstation.repzo.com/docs/configuration/developer-api)) |
| Webhooks | Signed events sent to your servers when records change (see [Webhooks](https://workstation.repzo.com/docs/administration/webhooks)) |
| Sandboxes | Test copies of your workspace (see [Sandboxes](https://workstation.repzo.com/docs/administration/sandboxes)) |

## Organization-wide changes

Pipelines, Properties, default Objects layouts, roles, sources, currencies, templates, and most catalog settings affect everyone in the workspace. Review high-impact changes before saving. To try a change safely first, make it in a [sandbox](https://workstation.repzo.com/docs/administration/sandboxes).

Personal notification preferences, connections, audio settings, private table views, and permitted personal card orders apply only to you.

## Related documentation

- [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup)
- [Properties](https://workstation.repzo.com/docs/administration/properties)
- [Objects](https://workstation.repzo.com/docs/administration/objects)
- [Pipelines and Stages](https://workstation.repzo.com/docs/sales/pipelines)
- [Data Import and Export](https://workstation.repzo.com/docs/administration/data-import-export)
- [Team](https://workstation.repzo.com/docs/administration/team)
- [Webhooks](https://workstation.repzo.com/docs/administration/webhooks)
- [Sandboxes](https://workstation.repzo.com/docs/administration/sandboxes)
- [Accounting](https://workstation.repzo.com/docs/commerce/accounting)