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      Change Workspace Settings
      • 31 Oct 2024
      • 1 Minute to read
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      Contents

      Change Workspace Settings

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      From the workspace settings, you can:

      • Manage and invite users to the workspace

      • Change default currency

      • Change distance unit

      • Change date format

      • Toggle transaction number

      • Hide payment methods from workspace team "members"

      • Leave the workspace

      To Access Workspace Settings

      Mobile App

      1. Tap the Workspaces tab (top right)

      2. Tap "Settings"

      Web App

      1. Open the web app

      2. Click on “Settings”

      3. Click on “Workspace”

      Change Workspace Currency

      Changing your Workspace currency will set the default currency for all workspaces and all transactions within the Workspace.

      To Change Currency

      Mobile App

      1. Select the Workspace

      2. Tap "Settings"

      3. Tap "Currency"

      4. Select the desired currency

      Web App

      1. Open the web app

      2. Click on “Settings”

      3. Click on “Workspace”

      4. Type the desired currency

      Leave a Workspace

      Mobile App

      From the workspace settings, tap "Leave Workspace."

      When you leave a Workspace, you will lose access to all data within that workspace

      If a team user leaves a Workspace, they will be disabled from that workspace and lose access. Data will not be affected for admins or other members of the workspace.

      Web App

      1. Open the web app

      2. Click on “Settings”

      3. Click on “Workspace”

      4. Type the name of your workspace and press ENTER

      To Restore a Workspace

      If you accidentally leave a workspace, contact in-app support to restore your workspace.

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