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 |
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 |