General settings

Your business name, address, and logo appear on invoices, estimates, booking pages, and emails, so set them once here before you send anything to a client. Settings › General has three tabs: Organization, Regional, and Branding.

Add your business detailsCopy Anchor Link

1. Open Settings › General.
2. On the Organization tab, enter your business name and upload your logo.
3. Add your industry, phone, website, and a short description if you like.
4. Add your street address, city, state, postal code, and country.
5. Select Save Changes.

Use the name and address you want clients to see on invoices.

Set your time zone, currency, and client languageCopy Anchor Link

1. Open the Regional tab.
2. Choose your Currency, Locale, Client language, Timezone, Date format, Time format, and Week starts on.
3. Select Save Changes.

• Timezone is shared by everyone in the workspace. Scheduling, HR work schedules, time tracking, timesheets, and the dashboard follow it. A time entry belongs to the day it started in this time zone.
• Client language is the language of the pages your clients open: public invoices and estimates, document signing pages, Smart Flow pages, and the client portal. You can choose English, German, Spanish, French, or Portuguese.
• Locale is the language and number format your own team sees inside Agiled.

Choose your brand colorsCopy Anchor Link

1. Open the Branding tab.
2. Upload a light logo, a dark logo, and a favicon (the small icon in the browser tab) where available.
3. Set your Primary color and Accent color.
4. Select Save Changes.

You're done when a preview of an invoice or your booking page shows your business name, logo, and colors.

Delete your workspaceCopy Anchor Link

Only the workspace owner sees this.

1. Open Settings › General. On the Organization tab, find Delete workspace at the bottom.
2. Select Delete workspace, type the workspace name exactly as shown, and select Schedule deletion.

The workspace is deleted 7 days later, for everyone: your team, your clients' portal access, invoices, files and all other data. Until then the card shows the date, and Cancel deletion keeps everything as it is. Export your data first from Data export.

Good to knowCopy Anchor Link

• New workspaces take the time zone from your browser. If none is saved, the owner sees a one-time prompt on the dashboard, such as Use your time zone, Karachi (GMT+5)? Either answer is saved, and you can change it here at any time.
• A document's own language wins. If a document has no language set, Agiled uses your client language, then English. Your client's browser language does not change it.
• Finance templates can have their own look. If an invoice still shows an old logo or color, check its template in Finance templates.
• Sending email from your own server is set up in Email and Slack delivery.

RelatedCopy Anchor Link

• Appearance, language, and translations
• Use your own domain
• Finance settings