Settings

Configure your organization and workspace

Organization

Reusable across every workspace template

Acme Immigration LLP
Immigration Services
Enterprise Blue
America / New_York
USD
English (US)

Workspace template

Change terminology and workflows without redesigning the platform

White-label

Everything you can rebrand — the platform stays identical

Drop SVG or PNG
Terminology & sidebar labels

Rename "Clients" to "Patients", "Cases" to "Care Plans", etc.

Email branding

Custom sender domain, header logo, footer, and reply-to.

Login screen

Custom domain, background image, and tagline.

Organization

Company name, logo, contact information

White-label

Brand colors, terminology, sidebar labels

Workflows

Configure stages for your workspace template

Localization

Languages, time zones, currencies

Notifications

Email, SMS, and in-app notification rules

Security

SSO, MFA, audit logs, data retention