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).
Personal
Section titled “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.
Switch workspace
Section titled “Switch workspace”If you belong to more than one workspace (including 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
Section titled “Workspace”General
Section titled “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) |
| Bulk Actions | History and results of background bulk edits, assignments, deletes, and task creation |
Users & Permissions
Section titled “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) |
| Streaks | Reward daily activity with streaks and nudges (see Daily Streaks) |
| Support Access | Let Repzo support securely enter your workspace |
See Team and Departments.
Support Access
Section titled “Support Access”Repzo support can only enter your workspace while Support Access is on.
- Open Settings → Support Access.
- Choose how long access lasts under Auto-expire after: 24 hours, 7 days, or Until I turn it off.
- 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
Section titled “Sales & CRM”Sales Pipeline
Section titled “Sales Pipeline”| Setting | Purpose |
|---|---|
| Pipelines | Pipelines and stages for Deals, Contacts, 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. |
See Pipelines and Stages.
Data & Fields
Section titled “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 before changing a new workspace’s data model. Properties defines the data; Objects places it on record pages.
Products & Finance
Section titled “Products & Finance”Products & Catalog
Section titled “Products & Catalog”- Products
- Service Menu
- Product Categories
- Inventory (stock, suppliers, and brands)
- Price Lists
Finance
Section titled “Finance”- Currencies and exchange rates
- Tax Rates
- Invoice Settings (numbering and management rules)
- Payment Methods
These settings support Price Offers, Invoices, Orders, and appointment checkout.
Accounting
Section titled “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.
Communication
Section titled “Communication”| 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 |
| Sender addresses, domain authentication, sending rules (warm-up and quiet hours), subscription types, and suppressions (see Email sending setup) |
See Inbox. Calls, Outbound Campaigns, Agent Testing, and Voice Analytics are covered in Calls.
Tickets
Section titled “Tickets”- Categories
- SLA Policies
- Pending Reasons
- Macros
See Tickets.
Operations
Section titled “Operations”Appointments
Section titled “Appointments”Shifts, Configuration (statuses, cancellation reasons, and more), Session Note Templates, Online booking, Memberships, Service Menu, Service Categories, Products, and Inventory.
See Appointments, Online Booking, and Appointment Checkout.
Point of Sale
Section titled “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.
Templates & Automation
Section titled “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 |
| 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.
Client Loyalty is configured from the module itself, not from Settings. See Client Loyalty.
See Workflows, Notifications, Approvals, and Projects.
Platform
Section titled “Platform”AI Agents manages reusable agents, installations, runs, and debugging tools. See AI Agents.
Integrations & Developers
Section titled “Integrations & Developers”| Setting | Purpose |
|---|---|
| Connected Apps | Installed integrations, their status, sync settings, and activity (see Marketplace) |
| Ads | Connect ad accounts; sync ads, lead forms, and performance (see 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) |
| Webhooks | Signed events sent to your servers when records change (see Webhooks) |
| Sandboxes | Test copies of your workspace (see Sandboxes) |
Organization-wide changes
Section titled “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.
Personal notification preferences, connections, audio settings, private table views, and permitted personal card orders apply only to you.