Alpha Workspace Settings
Configuring your organization's workspace in Alpha
Workspace Settings
All organization-level configuration lives on the Settings > Tenant page (/settings/tenant). The page is organized into tabs, grouped in a sidebar.
Most tabs are module-scoped: a tab only appears when the corresponding module (CRM, Finance, Configurator, etc.) is enabled for your organization.
General
Settings
The main settings tab configures the workspace itself:
| Section | Settings |
|---|---|
| Organization | Organization name |
| Branding | Workspace logo, light theme logo, accent color (preset swatches or custom hex) |
| Domain Configuration | Tenant code, product ID prefix, subdomain URL (read-only), custom domain, link reachability check |
| Regional Settings | Default language (English, Dutch, German, French), default currency, default country, default timezone, default VAT percentage, 3D coordinate system (Y-up / Z-up) |
| Exchange Rates | Automatic exchange rate sync toggle |
| Products | Scope products to subsidiary toggle |
| Authorized Tenants | Workspaces you belong to, with the option to leave a workspace |
Where your logo appears
Besides the app itself, the workspace logo is used in outgoing communication: the header of every email Alpha sends on your behalf, and the PDF confirmation attached to a buyer's configuration.
Both of those are rendered on a white background, so the light theme logo is used whenever you have uploaded one, falling back to the regular workspace logo. Upload a PNG, JPG, or GIF; an SVG logo is skipped in mail and PDF (many mail clients cannot render it), and the header then shows your organization name instead.
Billing
Company billing details such as address, IBAN, email, and phone, used on outgoing documents.
Users & Roles
User and role management: see Users and Roles & Permissions.
Integrations
External integrations, including automatic exchange rate sync and calendar sync (Google, or Microsoft via Azure tenant/client credentials).
Sales & CRM
Visible when the CRM / Communications modules are enabled:
| Tab | Settings |
|---|---|
| CRM | Lead sources, milestones, questionnaire questions and templates |
| Funnels | Booking, brochure, and contact form widgets |
| Communications | Default sender name, default reply-to address, email open tracking |
| Notifications | Notification triggers (for example CRM triggers with conditions and task creation) |
Finance & ERP
| Tab | Settings |
|---|---|
| PO Approvals | Purchase order approval rules and approvers |
| Finance | Invoice reminders (enable, templates, schedule) and sales report royalty percentage |
Projects
Configurator
Visible when the Configurator module is enabled:
- Configurator layout and category collapse behavior
- Branding: use tenant color, show logo, primary/button colors and text colors
- Default Revit version
- Revit family files (
.rfa) used by the Revit add-in - Default Revit project template (
.rte/.rvt), used as fallback when a project has no template of its own
Other
| Tab | Settings |
|---|---|
| Documents | Invoice and estimate footers (English/Dutch), terms & conditions PDF |
| Support | Support categories |
| Shop | Webshop settings |