Workspace Config - Set up General Settings

General Settings in Agency Handy – Frequently Asked Questions

1. What is the purpose of the General Settings feature?

The General Settings feature allows agencies to personalize their workspace by configuring essential details such as the workspace name, logo, address, and time zone. This ensures consistent branding and accurate representation across the platform.

2. Who can access and modify the General Settings?

Only users with administrative access or the appropriate permissions can access and modify the General Settings.

3. How do I navigate to the General Settings?

• Log in to your Agency Handy account.

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

• Click on General Settings.

4. How can I upload a workspace logo?

• In the General Settings, click on the Upload Logo option.

• Select and upload your desired logo file from your device.

• Ensure the logo meets the required dimensions and formats:

  • Circle Logo: 32x32 pixels

  • Favicon Logo: 16x16 pixels

  • Rectangle Logo: 142x36 pixels

• Supported formats include PNG, JPG, or SVG.

5. What is the significance of uploading different types of logos?

• Circle Logo: Used in various parts of the platform for branding.

• Favicon Logo: Appears in browser tabs.

• Rectangle Logo: Displayed in the sidebar; note that the company name won’t appear beside rectangle logos.

6. How do I set or update the workspace name?

• In the General Settings, locate the workspace name field.

• Click the edit (✏️) icon next to it.

• Enter your agency’s workspace name and save the changes.

7. How can I provide or update the workspace address?

• In the General Settings, find the address section.

• Click the edit (✏️) icon next to it.

• Input the complete and accurate address of your workspace and save the changes.

8. How do I select the appropriate time zone for my workspace?

• In the General Settings, open the dropdown menu for time zones.

• Choose the correct time zone that aligns with your workspace location to ensure accurate task, meeting, and notification scheduling.

9. What should I consider before deleting a workspace?

Deleting a workspace is irreversible. All data, including clients, orders, invoices, and settings, will be permanently lost. Ensure you are 100% certain before proceeding. Once deleted, recovery is not possible.

10. Are there any recommendations for managing General Settings?

• Regularly update your workspace details to reflect accurate information.

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

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