Workspace Settings
Configure your organization and set defaults that apply to every team member in your workspace.
Admin Only
Workspace settings can only be changed by organization Admins and Owners. Viewers and Members can see the settings but cannot modify them.
Organization Settings
Basic information about your organization:
- Organization Name: Displayed in the sidebar and used in email notifications. Choose a name that your team will recognize.
- Organization Slug: A URL-friendly identifier for your workspace. This is set when the organization is created and cannot be changed.
Changing Your Organization Name
- Go to Settings → Workspace
- Edit the Organization Name field
- Click "Save Changes"
The new name takes effect immediately for all team members.
Contract Defaults
Set default values that are automatically applied to new contracts. This saves time and ensures consistency across your team.
Available Defaults
- Default Currency: The currency pre-selected when adding contract values (e.g., USD, GBP, EUR)
- Default Renewal Alert: How many days before expiration to send the first renewal alert (e.g., 90 days)
- Default Tags: Tags automatically applied to new contracts (team members can add or remove tags individually)
Setting sensible defaults reduces manual work. If most of your contracts are in GBP with 90-day notice periods, configure those as defaults so your team does not have to set them each time.
How Defaults Apply
Contract defaults work as follows:
- Defaults are applied when a new contract is created or uploaded
- Defaults do not retroactively change existing contracts
- Team members can override defaults on individual contracts
- Automatically extracted values from the contract document take precedence over defaults (e.g., if the contract specifies EUR, the extracted currency will be EUR regardless of the default)
How Settings Affect Team Members
Workspace settings are shared across your entire organization:
- All members see the same organization name in their sidebar and notifications
- All members use the same contract defaults when creating new contracts
- Changes take effect immediately for everyone in the workspace
- Individual account settings (profile, password, notification preferences) are separate and controlled by each user
For managing team members, roles, and invitations, see Teams & Organizations.
Best Practices
- Set defaults early: Configure workspace defaults before inviting your team so everyone starts with the same baseline
- Review periodically: As your contract portfolio evolves, revisit defaults to ensure they still match your most common use case
- Communicate changes: When you change workspace settings, let your team know so they understand why new contracts look different