Workspace Settings & Configuration

Where are workspace settings?

Open Workspace Settings in the dashboard sidebar. Everything here applies to the workspace you're in right now, so check the workspace name at the top before you change anything.

How do I change the workspace name, logo and description?

Edit them at the top of Workspace Settings. Your team sees the name and logo when they switch workspaces, so use the client's or project's real name and logo. That makes it hard to open the wrong one.

The description is a short note for your team, like "Acme marketing site forms, owned by Sara".

How do I set the workspace time zone?

Pick your zone in Time zone and click Save timezone. It has its own save button, separate from the rest of the page, so don't skip it.

Set it to where the people reading the submissions are. "Submitted at 3:00" is only useful if everyone agrees which 3:00.

What does Workspace Activation do?

Workspace Activation switches the whole workspace on or off. Read the note next to the control before you switch off a workspace that has live forms on a website.

How do I transfer workspace ownership?

Use Transfer Ownership. Pick the teammate who should own the workspace and confirm. This is the right move when you hand a finished project to a client: invite them, transfer ownership, and they get full control.

How do I delete a workspace?

Use Delete Workspace at the bottom of the page. It deletes the workspace's forms and submissions for good. Export what you need first, or move individual forms to another workspace with Move Form in each form's General settings.