2.5.1 Set up General Settings
Last updated
Was this helpful?
Last updated
Was this helpful?
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.
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.
Users must have an account in Agency Handy.
Users must have administrative access or the appropriate permissions to access and modify workspace settings.
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.
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
Set Workspace Name:
Enter your agency’s workspace name in the provided field.
Ensure the name accurately represents your brand or agency.
Provide Workspace Address:
Input the complete address of your workspace.
Verify accuracy to ensure precise representation.
Select Time Zone:
Open the dropdown menu for time zones.
Choose the correct time zone for your workspace location to ensure accurate scheduling.
Save Changes:
Review all details for accuracy.
Click the Save Changes button to apply the updates to your workspace.
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.