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Workspace settings
Configure your workspace name, timezone, logo, and default currency.
What is a workspace?
A workspace is your organization's container in CooVex. All your leads, businesses, team members, and data live inside a workspace. You can have multiple workspaces (e.g., one per client if you are an agency).
Workspace settings
Go to Settings → Workspace to configure:
- Workspace name — shown in the nav and on reports
- Logo — used on branded PDF reports
- Timezone — affects your daily brief delivery time and report timestamps
- Default currency — used for revenue tracking and deal values
- Fiscal year start — for annual revenue comparisons
Managing multiple workspaces
Click your workspace name in the top-left nav to switch between workspaces or create a new one. Agency plan users can have unlimited workspaces.
Deleting a workspace
Go to Settings → Workspace → Danger Zone. Deleting a workspace permanently removes all data inside it. This cannot be undone. Download an export first from Settings → Export Data.
