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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.

Where it connects

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