Settings: start here

Settings is where you shape Workroom to the way your studio works. It is split in two: You, for your own profile, notifications and hours, and Studio, for the whole studio and each module.

Watch it: the Settings lesson in Campus: twelve short steps, about 25 minutes in all. Every Settings page has a Learn how to set this up button that opens its step at the right chapter.

Where to begin

New to Workroom? Open Setup checklist, at the top of the Studio side. It walks through everything a studio needs, in order, and each step opens the page that does it.

The lessons

1. Find your way around Settings: search, You and Studio, saving, and the setup checklist (2:12)

2. Your own settings: profile, notifications, hours and time away, connected accounts and shortcuts (2:13)

3. Your studio and brand: company details, studio hours and closures, logo and PDFs, and white label (2:06)

4. Your team and sign-off: team members, permission sets, sign-off and one-click client votes (2:05)

5. What clients receive: sender, email design, templates, client updates, the client portal and the studio recap (2:41)

6. Connect your tools: integrations and apps, WorkPay, API keys, and email signatures and Walter (2:23)

7. Keep track of everything: activity, privacy, imports, Walter’s rules and jobs, and Link Management (2:03)

8. Dashboard, Calendar, Campus and Timelogs: starting layouts, Needs attention, the receiving buffer, lessons for new people, and how time is logged (1:41)

9. Projects and Tasks: types and phases, roles and services, statuses, task views, templates and messages (2:03)

10. Library: products, categories and codes, rooms and allowances, spec numbers, and statuses and tags (1:57)

11. Finances: pricing and tax, documents, statuses and tags, getting paid, purchase orders, expenses and design-build (2:10)

12. Budget, Contracts and Documents: what clients see on a budget, contract templates, filing, file names, and sharing (1:48)

Which article covers each page

• Search, saving, Setup checklist: Find your way around Settings, Searching settings, Saving and undoing, The setup checklist

• You › Profile: Your own settings, Profile

• You › Notifications: Your own settings, Notifications

• You › Hours and time away: Your own settings, Hours and time away

• You › Connected accounts: Your own settings, Connected accounts

• You › Keyboard shortcuts: Your own settings, Keyboard shortcuts

• Company: Your studio and brand, Company details, Studio hours and closures

• Branding › Logo, PDFs: Your studio and brand, Logo and PDFs

• Branding › White label: Your studio and brand, White label

• Team and permissions › Team: Your team and sign-off, Team members

• Team and permissions › Permission sets: Your team and sign-off, Permission sets

• Sign-off and approvals: Your team and sign-off, What needs sign-off, One-click client votes

• Outgoing communication › Sending: What clients receive, Sender and copies

• Outgoing communication › Design and templates: What clients receive, Email design, Email templates

• Outgoing communication › Client updates: What clients receive, Client updates

• Outgoing communication › Client portal: What clients receive, Client portal

• Outgoing communication › Studio recap and reports: What clients receive, Studio recap and reports

• Integrations and apps: Connect your tools, Integrations and apps, WorkPay, API keys

• Email › Signatures and away replies: Connect your tools, Signatures and away replies

• Email › Sending and filing: Connect your tools, What Walter does with email

• Activity: Keep track of everything, Activity, What’s recorded

• Imports: Keep track of everything, Imports

• Walter: Keep track of everything, Walter’s rules and jobs

• Link Management: Keep track of everything, Link Management

• Dashboard: Dashboard, Calendar, Campus and Timelogs, Dashboard layouts, Needs attention

• Calendar: Dashboard, Calendar, Campus and Timelogs, Calendar

• Campus: Dashboard, Calendar, Campus and Timelogs, Campus

• Timelogs: Dashboard, Calendar, Campus and Timelogs, Timelogs

• Projects: Projects and Tasks, Types and phases, Roles and services, Project statuses

• Tasks: Projects and Tasks, Task views and defaults, Task templates, Task statuses and messages

• Library: Library, Products, Categories and codes, Rooms and allowances, Spec numbers, Statuses and tags

• Finances: Finances, every chapter, one per tab

• Budget: Budget, Contracts and Documents, Budget

• Contracts: Budget, Contracts and Documents, Contracts

• Documents: Budget, Contracts and Documents, Filing and folders, File names, Sharing and approvals