Workspace settings

Choosing the languages you work in, setting your country and calendar, filling in your organisation profile, and finding the setup wizard again.

Settings is where the workspace is shaped: the languages you work in, the conventions of your country, and how your organisation presents itself.

Languages

Settings, then Language, is where you activate any of the platform's languages for your workspace and choose one as primary. The primary language is the one the interface opens in, and the one content is authored in first.

Only one language can be primary, and the database itself enforces that rather than the screen. You cannot deactivate the primary language, and you cannot deactivate the last remaining active one.

Deactivating a language keeps everything already written in it. The text is not discarded, and it reappears if you activate the language again. Changing which language is primary does not touch content already stored in the others.

Active languages are the ones that appear as tabs when you write content, and the order they sit in on the settings page is the order those tabs appear in.

Screenshot: the language settings page, with the active languages and the primary one marked.

Regional settings

The same screen holds your country, timezone, date format, number format, currency with its symbol and position, calendar system, telephone country code, first day of the week, weekend days, paper size, date entry order and time format.

Choosing a country does several things at once: it fills in sensible defaults for currency, telephone prefix and timezone, switches on that country's names for its administrative divisions, and starts fetching its location data.

The timezone is what day boundaries are measured against, so it decides which day an entry falls on in your reports and in the activity log. It is worth getting right before you start entering work.

Changes here are written to the activity log by field name, so you can see afterwards that the timezone was changed, and by whom.

Your organisation profile

Settings, then Profile, holds your logo, city, country, email address, website and social links, and a registration number for each relationship type your workspace uses.

Your organisation's name, address, telephone and description are held in each of your languages, so an Arabic reader sees the Arabic name rather than a transliteration of the English one.

The appearance picker on the same page sets your navigation colour, brand colour, palette, navigation style and the interface typeface. The navigation style is a choice of a text sidebar, a sidebar with icons and labels, or a bar across the top.

The setup wizard

The wizard that walks a new workspace through languages, regional settings, administrative divisions and inviting the team stays reachable at its own address at any time. Only someone with the Settings permission can open it.

There is a catch worth knowing. Until setup is marked complete, the dashboard carries a banner showing how far through you are, with a Continue setup button. Once setup is marked complete, or once you dismiss that banner, no menu item points back to the wizard. The address still works; nothing on screen offers it to you.