2.5.1 Set up General Settings

The General Settings feature in Agency Handy allows agencies to configure key workspace details, such as uploading a logo, setting a name, providing an address, and selecting a time zone. These settings personalize and represent your workspace accurately across the platform.

Purpose:

Configuring General Settings is vital for:

• Brand Identity: Add a workspace logo and name to establish your agency's identity.

• Workspace Identification: Accurately representing your workspace with an address and time zone for consistent platform usage.

• Enhanced User Experience: Providing clear and cohesive workspace details for seamless navigation and interaction.

Pre-condition to Use it:

• Users must have an account in Agency Handy.

• Users must have administrative access or the appropriate permissions to access and modify workspace settings.

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Steps to Use: Set Up General Settings

1. Access General Settings:

   • Log in to your AgencyHandy account.

   • Navigate to the Workspace Config section from the left column. Click it.

   • Go to General Settings.

2. Upload Workspace Logo:

   • Click the Upload Logo option.

   • Select and upload your desired logo file from your device. The logo size must be Size: 32X32

3. Set Workspace Name:

   • Enter your agency’s workspace name in the provided field.

   • Ensure the name accurately represents your brand or agency.

4. Provide Workspace Address:

   • Input the complete address of your workspace.

   • Verify accuracy to ensure precise representation.

5. Select Time Zone:

   • Open the dropdown menu for time zones.

   • Choose the correct time zone for your workspace location to ensure accurate scheduling.

6. Save Changes:

   • Review all details for accuracy.

   • Click the Save Changes button to apply the updates to your workspace.

     

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Important Notes:

• Workspace Logo Upload

  • You can upload three types of workspace logos:

    • Circle Logo: Size 32x32 pixels

    • Favicon Logo: Size 16x16 pixels

    • Rectangle Logo: Size 142x36 pixels

  • Ensure the image formats are compatible (PNG, JPG, or SVG) for successful uploads.

  • Uploading a rectangle logo sets it as the default sidebar logo. The company name won’t appear beside the rectangle logos.

• Workspace Name & Address

  • The workspace name is used for identification across the platform.

  • The workspace address should be accurately provided to ensure correct representation.

  • You can edit both fields by clicking the edit (✏️) icon next to each section.

• Time zone Settings

  • Select the correct time zone for accurate scheduling of tasks, meetings, and notifications.

  • Ensure the time zone aligns with your business operations to prevent discrepancies.

• Danger Zone - Deleting Workspace

  • Deleting a workspace is irreversible—all data, including clients, orders, invoices, and settings, will be permanently lost.

  • Be 100% certain before clicking the Delete button.

  • Once deleted, recovery is not possible.

• General Recommendations

  • Regularly update your workspace details to reflect accurate information.

  • Only authorized users (Super Admin/Admin) should modify these settings.

  • Double-check logo dimensions before uploading to avoid formatting issues.