Set up General Settings
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The General Settings feature in Agency Handy allows agencies to personalize their workspace by setting a logo, workspace name, address, and time zone. These configurations help represent the agency’s identity consistently across the platform.
Establish clear brand identity with logo and workspace name.
Ensure accurate representation of location and time zone.
Enable seamless navigation and consistent user experience across time-sensitive features.
🛠️ Permissions Required: Only Super Admins and Admins can configure general workspace settings.
🌐 Account Access: You must be logged into your Agency Handy account with the appropriate role.
Log in to your Agency Handy account.
From the left navigation menu, click on Workspace Config.
Select General Settings.
📌 Only users with admin permissions will see this option.
You can upload three types of logos:
Circle Logo: 32x32 pixels
Favicon Logo: 16x16 pixels
Rectangle Logo: 142x36 pixels
Click on Upload Logo.
Select the image from your device.
Supported formats: PNG, JPG, SVG
💡 Uploading a rectangle logo replaces the sidebar logo and hides the workspace name beside it.
Enter your agency’s name in the provided field.
This name appears across the platform for identification.
Input your complete address.
Ensure accuracy for official representation.
Open the Time Zone dropdown.
Select the zone that matches your agency’s location.
This ensures all timestamps and schedules (e.g., meetings, tasks) are aligned.
⚠️ Incorrect time zone settings may lead to scheduling errors.
Review all entered details.
Click the Save Changes button to apply updates.
🎯 Your workspace is now personalized with the updated general settings.
Scroll to the Danger Zone section in the General Settings panel.
Click Delete Workspace only if you're certain.
⚠️ This action is irreversible. Deleting the workspace will permanently erase all data including clients, orders, invoices, and configurations.
Regularly update logo and address details to reflect current branding and location.
Only authorized personnel should make changes to workspace configurations.
Verify logo dimensions before uploading to avoid formatting errors.
The circle, favicon, and rectangle logo types serve different branding purposes and may appear in different sections of the platform.
Rectangle logos will hide the workspace name from the sidebar when uploaded.
The rectangle logo overtakes the cycle logo, meaning that when you upload it, it becomes the primary logo for all cases, despite the circle logo still being there.
Make sure uploaded logo files meet the exact dimensions and format requirements for proper display.
Time zone selection is critical for correct task deadlines, scheduled notifications, and calendar events.
Changes to general settings are applied globally and affect all users within the workspace.
Deleting a workspace cannot be undone and removes all associated data permanently.
🎯 You’ve successfully configured General Settings in Agency Handy. Your workspace is now accurately represented and aligned for optimal platform experience.
