Themes and colors
Use workspace themes, colors, and dark or light mode for the everyday interface.
Workspace Personalization
Workspaces, permissions, branding, and reusable settings
Keep each operation organized with workspace-level settings, team access, branding surfaces, and reusable configuration.
- 01
- Organize teams and permissions around the way the business works.
- 02
- Use brandable client-facing surfaces where workflows expose public or shared links.
- 03
- Keep repeatable settings consistent as teams and workspaces grow.
workspace customization
What is workspace customization?
Workspace customization adapts a business system to the team, brand, and access model using it. Workspace369 supports themes, colors, dark and light modes, workspace settings, branding surfaces, team permissions, client sharing, and reusable configuration.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the team access documentationWhat it covers
A workspace shaped around the team.
Workspace themes in Workspace369 combine presentation controls, team permissions, and reusable settings in one configuration.
Team permissions
Organize teams and permissions around the way the business works.
Client-scoped visibility
Configure client-scoped visibility around roles and assigned work.
Brandable surfaces
Use brandable client-facing surfaces where workflows expose public or shared links.
Reusable configuration
Keep repeatable settings consistent as teams and workspaces grow.
Built into the operating flow
Move from first signal to completed work with context intact.
Workspace settings connect to team permissions, client sharing, proposals, public forms, and operational workflows.
- 01
Start with the right record
Organize teams and permissions around the way the business works.
- 02
Move the work forward
Use brandable client-facing surfaces where workflows expose public or shared links.
- 03
Keep the result visible
Keep repeatable settings consistent as teams and workspaces grow.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Organize teams and permissions around the way the business works.
Keep each operation organized with workspace-level settings, team access, branding surfaces, and reusable configuration.
Product view 02
Use brandable client-facing surfaces where workflows expose public or shared links.
Workspace settings connect to team permissions, client sharing, proposals, public forms, and operational workflows.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Product view 03
Keep repeatable settings consistent as teams and workspaces grow.
Keep the product aligned with how the team actually works.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Examples
Workspace setup workflows teams repeat.
These examples show how teams shape workspace settings around real operations. They are product workflows, not promised business outcomes.
New Team Workspace Setup
- 1Create the workspace for the team
- 2Pick the theme, colors, and mode
- 3Set roles and team permissions
- 4Review client-scoped visibility per role
- 5Save the settings as reusable configuration
Permission Review as Teams Grow
- 1Add a new team member or role
- 2Assign access around their responsibility
- 3Check which client records they reach
- 4Adjust visibility without opening every record
- 5Keep shared settings consistent as the team grows
Common operating scenarios
Shape the workspace without fragmenting the operating model.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Match the team's visual environment
Use workspace themes, colors, and dark or light mode so the everyday interface aligns with how the team prefers to work.
Control access by responsibility
Configure team access and client-scoped visibility around roles and assigned work so people can reach what they need without opening every record.
Keep shared settings reusable
Apply consistent workspace and client-facing configuration as the team, services, and number of managed client relationships grow.
Where it connects
One record can carry the work forward.
Workspace settings connect to team permissions, client sharing, proposals, public forms, and operational workflows.
Common questions
Workspace Personalization questions
Can Workspace369 use dark mode and light mode?
Yes. Workspace369 supports dark and light presentation along with workspace theme and color controls for the team experience.
Can workspace settings include permissions?
Yes. Workspace settings work alongside team access, roles, client-scoped visibility, and other permission controls used to organize who can reach workspace records.
Can client-facing workflows use business branding?
Workspace369 supports branding across relevant client-facing surfaces such as proposals, documents, public forms, shared links, and portal workflows.
Work from one connected system
Bring this workflow into the rest of Workspace369.
Start free and bring this workflow into the rest of your workspace.