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Workspaces, permissions, branding, and reusable settings
Workspace Personalization

Workspaces, permissions, branding, and reusable settings

Keep each operation organized with workspace-level settings, team access, branding surfaces, and reusable configuration.

What it helps you do

  • Organize teams and permissions around the way the business works.
  • Use brandable client-facing surfaces where workflows expose public or shared links.
  • Keep repeatable settings consistent as teams and workspaces grow.

Where it connects

Workspace settings connect to team permissions, client sharing, proposals, public forms, and operational workflows.