DocumentationAccountWorkspace Settings
v1.0

Workspace Settings

Workspace-wide configuration: branding, timezone, locale, security, integrations, and AI defaults.

Quick start
Setup time
5 minutes
Prerequisites
  • Admin or Owner role
Outcomes
  • Branding applied to widget, emails, and PDFs
  • Security baseline configured

Step-by-step walkthrough

Numbered, real-world instructions you can follow today.

1
Open Settings

Sidebar → Settings.

2
Brand

Upload logo, set primary colour, customise the from-name used in emails.

3
Locale

Default timezone, language, and date format.

4
Security

Force 2FA, set session timeout, configure IP allow-list (Enterprise).

5
AI defaults

Pick the default model behaviour, temperature, and refusal style for all agents.

Watch tutorial
Watch: Workspace setup
Video coming soon — bookmark this page or subscribe for the release.

Tips & best practices

Field-tested advice from teams shipping SyntrixOne in production.

  • Apply branding before inviting your team — it propagates everywhere instantly.

Common issues & troubleshooting

What goes wrong, and exactly how to fix it.

Frequently asked questions

2 answers to the questions teams ask most.

Ready when you are

Open Workspace Settings

Estimated setup time: 5 minutes.

Open Workspace Settings

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