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.
Steps to Use: Set Up General 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.
Important Notes:
Use a clear and appropriately sized logo for best results.
Ensure the address and time zone are correct to avoid discrepancies in workspace representation or scheduling.
Changes to the General Settings will reflect across all workspace features and functionalities.
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