Settings

Workspace Settings is your central configuration hub for customizing how your entire workspace operates. Here you configure global defaults that apply across all projects, manage branding elements, and set up financial parameters for invoicing.

The Problem This Solves

Without centralized workspace settings, teams end up with inconsistent configurations across projects. Work schedules differ, invoice formats vary, and branding becomes fragmented. Workspace Settings establishes workspace-wide standards that ensure consistency while still allowing project-level overrides when needed.

What You Are Looking At

The settings interface uses a sidebar navigation on the left showing available configuration sections. Clicking a section loads its settings panel on the right. The sidebar organizes options into logical groups: general workspace settings, work schedule configuration, and billing-related settings.

Only Agency Owners can access Workspace Settings. If you cannot see the settings option in the sidebar or the gear icon in the workspace header, your role does not have permission.

General Settings

The General tab contains core workspace configuration including workspace name, description, and branding elements. See General Settings for detailed information about each option.

Key settings in this section:

• Workspace name and description
• Header logo (appears in the top navigation)
• Workspace logo (used in project contexts)
• Favicon (browser tab icon)
• Danger zone for workspace deletion

Work Schedule Settings

The Work Schedule tab defines your organization's working hours and days. These defaults apply to time tracking calculations, capacity planning, and availability indicators across the workspace. See Work Schedule Settings for detailed configuration options.

Key settings in this section:

• Working days selection (Monday through Sunday)
• Daily start and end times
• Timezone configuration
• Holiday management

Invoice Settings

The Invoice tab configures default parameters for financial documents generated from the workspace. This information pre-populates invoices and can be overridden per client or per invoice. See Invoice Settings for detailed configuration.

Key settings in this section:

• Legal business name and contact email
• Tax identification number
• Invoice numbering prefix
• Business address details
• Default currency and tax rate
• Default hourly rate

Pro Tips (Once You Are Comfortable)

• Time-saver: Set up invoice defaults thoroughly once. This information auto-fills every invoice you create, saving repetitive data entry.

• Did you know? Workspace branding (logos, favicon) affects what team members see in their browser and navigation. Clients using ClientFlow see different branding configured at the client level.

• Common mistake: Setting work schedules without considering timezone differences. If your team spans timezones, consider using the most common timezone or coordinating with team leads.

• Power move: Use the workspace description to document team conventions, important links, or onboarding information that all workspace members should know.

Workspace Administration Best Practices

Initial Setup Checklist

When configuring a new workspace, complete these steps in order: 30. General Settings First: Set workspace name, description, and upload logos

1. Work Schedule: Define default working days and hours before team onboarding
2. Invoice Configuration: Enter business details if you'll be billing clients
3. Invite Team: Add team members after defaults are configured

Logo and Branding Guidelines

For professional appearance across GitScrum:

• Header Logo: Use a horizontal logo format, recommended 200x50 pixels
• Workspace Logo: Square format works best, 256x256 pixels recommended
• Favicon: Must be ICO or PNG, 32x32 or 64x64 pixels
• File Formats: PNG with transparency recommended for logos

Work Schedule Considerations

When setting up work schedules, consider:

Role-Based Access to Settings

Understanding who can access what:

Only Agency Owners have full settings access. This ensures financial information and critical settings are protected from unauthorized changes.

Workspace Settings vs Project Settings

Understanding the hierarchy helps you configure efficiently:

Workspace Settings (Global Defaults)

• Apply to all projects by default
• Set once, used everywhere
• Good for company-wide standards
• Include billing and branding

Project Settings (Overrides)

• Can override workspace defaults
• Specific to individual projects
• Good for client-specific needs
• Include project-specific schedules

For example, you might set a default work schedule of Monday-Friday 9-5 at the workspace level, but override it for a specific client project that requires weekend support.

Backup and Security

Settings Data

Your workspace settings are:

• Automatically saved when you click Save
• Backed up regularly by GitScrum
• Encrypted in transit and at rest
• Recoverable if accidentally changed

Audit Trail

Changes to workspace settings are logged:

• Who made the change
• When the change occurred
• Previous and new values
• Accessible to Agency Owners

This helps track configuration changes and troubleshoot issues.

Common Configuration Scenarios

Agency with Multiple Clients

For agencies managing client projects:

1. Configure default invoice settings with agency details
2. Set up standard work schedules
3. Create separate projects per client
4. Override schedules and branding per project as needed

Product Development Team

For teams building their own product:

1. Minimal invoice configuration needed
2. Configure work schedules matching team hours
3. Use workspace branding matching company identity
4. Single timezone typically sufficient

Consulting Firm

For consultants with varying engagements:

1. Complete invoice setup with firm details
2. Flexible work schedules to accommodate client needs
3. Professional branding representing the firm
4. Per-project overrides for client-specific requirements

Troubleshooting Settings Issues

Logo Not Appearing

If uploaded logos don't display:

1. Verify file format (PNG, JPG, GIF supported)
2. Check file size limits
3. Clear browser cache (Ctrl+Shift+R)
4. Try a different browser
5. Re-upload the image

Settings Not Saving

If changes don't persist:

1. Check for error messages near form fields
2. Verify required fields are completed
3. Ensure stable internet connection
4. Check you have Agency Owner role
5. Try logging out and back in

How to Report a Problem or Request a Feature

If you encounter issues with workspace settings or want to suggest new configuration options, submit feedback through GitScrum Studio. In the Sidebar, click on Support Tickets and open a ticket with your request.

Related Documentation

• General Settings - Detailed general configuration
• Work Schedule Settings - Time and availability setup
• Invoice Settings - Billing configuration
• Project Settings - Project-level configuration
• Team Members - Managing workspace members