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Workspace setup

Set up your workspace

Review the company, branding, regional and document settings that shape your workspace.

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Last updated 29 Sep 2026

Settings holds the core business information and defaults used across your ScapeOne workspace.

Before you begin

You need permission to view and manage workspace settings.

How to set up your workspace

  1. Open Settings.
  2. Review the Company tab and enter the business details your team needs.
  3. Review Branding, Regional and Documents to set the details and defaults that apply to customer-facing work.
  4. Save each section after making changes.

What happens next

Your saved settings are available to the relevant workspace workflows. Continue by creating customer records for the work you manage.

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Getting started with ScapeOne

Use this practical sequence to establish the core records that support day-to-day work.