Your workspace holds the settings for branding, defaults, and how new teams and projects behave. This article walks through the settings every Owner or Admin should review right after signing up, before inviting the rest of the team.

Open Settings → Workspace to review the following:

Pro and Enterprise workspaces can set a custom logo and accent color, which appears across the web app and in timeline links shared with clients. This is a good place to check before you invite external guests, since branding is one of the first things they see.

Set the default notification channel - email, in-app, or both - for new teammates. Individuals can override this from their own notification settings after they join, so treat this as a sensible default rather than a permanent rule.

Decide whether new projects are private to the team that creates them or visible workspace-wide by default. Smaller workspaces often leave this open; larger ones with client-services teams usually restrict it so client work stays scoped to the right team.

Enterprise workspaces can also configure SAML single sign-on and review audit logs from workspace settings. If your company requires SSO, set this up before you invite a large batch of teammates, so everyone signs in through your identity provider from their very first login - see SAML single sign-on for the full setup steps.

Most workspace settings can be changed at any time without disrupting existing projects. The exceptions are workspace URL and data residency: changing either affects how teammates sign in or where data is stored, so plan those changes outside of business hours if your team is large.

Once your workspace is configured, invite the rest of your team - see Inviting teammates - and review Roles and permissions explained so you assign the right access to each person.