Workspace Settings
Configure branding, domains, modules, permissions, notifications, and integrations
Workspace Settings
Workspace settings apply to the selected workspace. You need manage_workspace_settings and access to that workspace. Plan restrictions can hide or lock individual options.
Open Workspace Settings from the workspace menu. Use the settings navigation to choose a section and save changes using that section's save action.
General and branding
Under General, configure the workspace name and description, timezone, language, currency, date/time formats, logo, favicon, and primary brand color. The preview helps you check the portal appearance.
The workspace slug determines its default address: https://{slug}.agencypro.app. Use the slug editor to change it; update shared links after a change. See Account & Workspaces for switching and deletion.
Custom domain
Open General > Advanced and enter a hostname such as portal.example.com. Do not include https:// or a path. This option requires the custom-domain feature.
Create a CNAME at your DNS provider pointing to my.agencypro.app, then use Validate DNS in the app and save. The settings screen shows the required target. DNS validation and HTTPS availability are separate checks; contact support if a correctly validated domain cannot be opened securely.
Branded email
Where your plan includes branded email, enable custom SMTP and enter the host, port, username, password, encryption, sender name/email, and reply-to address. Save and use the test-email controls to verify delivery. Follow your email provider's domain-authentication instructions and check the recipient's spam folder if needed.
Email Piping handles inbound replies and ticket creation separately from these outbound SMTP settings.
Modules
Open Modules to see available features, enable the modules you use, and open their detailed settings. Availability depends on the owner's plan; enabling a module does not grant teammates permission to use it.
| Module settings | What to configure | Help |
|---|---|---|
| Requests | Request terminology, workflow, statuses, queue and form options | Requests, Statuses |
| Tickets | Support categories, workflow and numbering | Tickets |
| Billing | Invoice defaults, payment providers and reminders | Billing, Payment Providers |
| Catalog | Catalog appearance, descriptions, prices and purchase button | Catalog |
| Checkout Pages | Checkout presentation and purchase settings | Order Forms |
| Documents | Document defaults and related configuration | Documents |
| Leads | Lead and intake workflow overview | Leads & Intake Forms |
| Messaging | Conversation and attachment options | Messaging |
| Portfolio | Public portfolio appearance | Portfolio & Directory |
Credit billing, time tracking, design/video annotation, and other features may have separate plan or module requirements. Check the controls shown in your workspace rather than assuming every plan includes them.
Navigation and extensions
Navigation controls the order and visibility of team and client sidebar items. The two lists are independent. See Navigation.
Extensions adds configured external content or links, with team/client visibility and supported local configuration. See Extensions.
People and permissions
Use Roles & Permissions to manage workspace roles and assign permissions. A role is scoped to the workspace. Use the Team and Clients pages to invite and manage people.
Notifications and onboarding
Use Notifications to edit available templates, preview/test messages, and manage workspace preferences. Personal notification preferences are under Settings > Notifications. See Notifications.
Use Onboarding to configure the client welcome experience, select a template, add content or downloadable documents, and preview the result. See Onboarding.
Use Translations to override supported interface strings or import/export translations. See Translations.
Integrations, API and webhooks
Open Integrations for the connections supported by your workspace, including Slack, live chat, payment providers, and Rewardful where available. See Integrations.
API Tokens and Webhooks are shown when the plan includes them. Create tokens for the intended access, store their value securely, and revoke tokens no longer needed. For webhooks, choose supported events, test delivery, and review the available statistics. Delivery records are available through the supported API. See API & Webhooks.
A directory listing, when included, has its own settings and approval process. See Portfolio & Directory.
Archive
Open Archive to recover supported archived requests, services, tickets, order forms, and documents, or permanently delete them. See Archive & Restore.
Troubleshooting
- Cannot open settings: confirm the current workspace and your permissions with an administrator.
- Option locked or absent: check the owner's subscription, module availability, and navigation visibility.
- Email fails: save SMTP settings, send a test, and check provider credentials and sender-domain setup.
- Domain validation fails: compare your DNS CNAME with
my.agencypro.app, then retry after the DNS change is visible. - Changes not reflected: confirm the save succeeded, then refresh the affected page.
Your personal profile, password, appearance, and AgencyPro plan are under Settings, separate from workspace configuration. See Account & Workspaces and Workspace Billing.