Settings

Workspace settings

Locale, legal name, storage, MFA policy, Quick Launch limit, role access, and transfer.

1. Account menu → Workspace. Set locale (de/us) and timezone used for dates and appointment hours.
2. Owners can require MFA for staff, set how many Quick Launch shortcuts each person may pin (up to 12), change storage (when self-serve is enabled), and save Role access.
3. Transfer (export/import) is for moving CRM and site data to another workspace. It is not a backup product.
4. Audit log is in the account menu: a read-only history of important changes.

Related: Roles and who can open what · Export and import a workspace · Turn modules on

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