how tosettingsusersroles

Configuring Your Workspace Settings

How to configure users, roles, amenities, branding, and company settings after your initial setup.

Configuring Your Workspace Settings

Once your spaces and payment method are active, fine-tune these settings before inviting members.

Location Settings

All business and billing details are managed per location.

Go to Inventory → Locations, open a location, and configure:

  • Name — appears to members
  • Address — used on invoices and bookings
  • Currency — used for pricing and invoices
  • Timezone — affects booking availability and times
  • Billing details / VAT — shown on invoices
  • Support email — used for communication

If you manage multiple locations, each one can have its own configuration.

Inviting Your Team

Go to Settings → Users to invite staff members (managers, front desk, etc.).

  1. Click Invite user
  2. Enter their name and email
  3. Assign a role
  4. Save — they'll receive an invitation by email

Roles and Permissions

Go to Settings → Roles to review what each role can do. Default roles (Admin, Manager, etc.) can be adjusted, or you can create custom roles.

Amenities

Amenities are features attached to resources (Wi-Fi, projector, standing desk, etc.).

  1. Go to Settings → Amenities
  2. Click Create amenity
  3. Enter a name and select an icon
  4. Save

Amenities will then be available when editing resources.

Branding and Design

Go to Settings → Design to customise the member portal:

  • Upload your logo
  • Set your brand colour
  • Configure the hero section by selecting a predefined template or building a fully custom layout using HTML

Member Portal Menu

Go to Settings → Menu to control what appears in the member portal navigation. You can reorder or hide sections as needed.


Common Questions

Can I change the currency after setup?
Currency is set per location. Changing it affects new invoices only, not existing ones.

Are there limits on users or team members?
No — you can add unlimited users at no additional cost.

Does adding floors cost extra?
No — floors are managed within each location and can be added freely without any additional cost.

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