Workspace Settings is where admins configure how Vantage works for their team. You access it via the gear icon at the bottom of the left sidebar.
Most day-to-day configuration is self-serve; you can set it up yourself. A smaller set of things is handled by the Vantage team, either because they require backend access or because they affect how your workspace is built at a deeper level.
What you can set up yourself
Localization | Country, timezone, currency, date and time format, distance unit. |
Event types | Colors, icons, default task lists, and completion reports per type. |
Project types | Task lists, roles, default people, and default jobs per type. |
Project statuses | The stages a project moves through while it is active. |
Task list templates | Reusable task templates with auto-assignment and deadline rules. |
Media visibility | Who can see which types of files by default. |
Export templates | Which columns are included when you export data. |
Export automations | Automated exports sent to an email or external system on a regular schedule. |
Saved view defaults | The default view each module opens to for your whole team. |
User labels | Labels for organizing and filtering team members on the Schedule. |
Custom branding | Your logo, favicon, login image, and primary color for the Client Portal and PDFs. |
Sub-visibility | Whether clients can see which vendor you subcontracted their work to. |
Custom fields | Fields added to jobs, projects, clients, or other areas. |
Completion reports | The sign-off form your field team fills in at the end of a job. |
Job statuses and roles | The status progression and assignee roles available on jobs. |
What the Vantage team sets up for you
Some things require us to make changes on our side, usually because they affect how your workspace is built more deeply.
Flag automations | Rules that automatically attach flags to jobs based on their status and timing. |
Integrations and connections | Connecting Vantage to your MIS, ERP, or other external systems. |
If something you want to configure is not in Workspace Settings, get in touch and we will take care of it.
FAQ
Who can access Workspace settings?
Who can access Workspace settings?
Only Admin users can access Workspace Settings. Standard, Restricted, View only, and Lite users do not see the gear icon or the Settings pages.
Will changes in Workspace settings affect everyone immediately?
Will changes in Workspace settings affect everyone immediately?
Most changes take effect immediately for all users. A few — like saved view defaults — apply to users who have not yet set a personal default.