Workspace and profile · Overview
Workspace and profile: how your business is set up
The settings that shape the whole workspace — business details, modules, custom fields, AI and the audit log — and your own profile.
Settings are for owners and admins
“Settings” at the bottom of the sidebar opens Settings › Members, with a tab for each part beside it: Settings › General, roles, teams, pipelines, fields, data, AI and the audit log. Only owners and admins see it; anyone else who opens a settings address sees a short note instead.
Business details
Your business type, country, time zone, currency and the language your clients hear from you, plus the seller details printed on your invoices. The time zone matters most: it decides what every booking and shift time means.
Modules
Marketplace switches parts of the product on and off for the whole workspace. Off means hidden, never deleted.
Your own fields
Custom fields add what Setvos does not ask for by default — a car registration, an allergy, a contract number. Today you fill them in on contacts, companies and deals.
AI and the audit log
AI features stay off until an owner or admin switches them on. The audit log records who changed what, in plain sentences, and is the first place to look when something is not as you left it.
Your own profile
Everyone has Account settings › Profile and Account settings › Preferences: your name, photo and contact details, your language and time zone, and how the app looks.
Read next
Set your business details: country, time zone, currency and language
Tell Setvos what kind of business this is and where it works, and add the seller details that your invoices and quotes carry.
Switch modules on and off
Choose which parts of Setvos this workspace uses. Switching a module off hides it for everyone and never deletes its data.
Add your own fields to contacts, companies and deals
Add the details Setvos does not ask for by default — a car registration, an allergy, a contract number — fill them in on contacts, companies and deals, and filter lists by them.
Edit your profile: name, photo and contact details
Set how you appear to your team and on bookings — your names, photo, phone and job title — and change the email you sign in with.
Members, roles and teams: who can sign in and what they see
Invite your team, give each person a role that decides what they can see and do, and group people into teams.
Plan & billing: your licence, extras and invoices
What you pay for, how you pay, what the Plan & billing screen shows, and who can change it.
More in Workspace and profile
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Signed in? This article is also in the Help menu of the app.
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