Workspace and profile · How-to
Decide what members may change on their own profile
Choose whether people may change their own name, email, photo and contact details, and approve email changes when they need an admin.
Open the owner policy
Open Settings › General and find “Owner policy — profile fields”.
Choose a rule for each field
For “Name changes”, “Email changes”, “Profile photo” and “Phone & job title”, choose “Allowed”, “Admin approval” or “Locked”. Your choice is saved as soon as you pick it. The rules apply to everyone in the workspace, owners and admins too.
Only email changes go through an approval. For the other fields, anything but “Allowed” locks them, and people see them greyed out on their profile.
Review email-change requests
A new workspace starts with “Admin approval” for email changes. When a request comes in, a line saying how many are pending appears on this card, and everyone who manages the workspace gets a notice. Press “Review”, then “Approve” or “Decline” each one.
Know what approval does
Approving does not switch the address yet: the person gets a confirmation link at the new address, and the change happens when they open it. The message on screen says where the link went. The link is valid for 24 hours.
Common questions
- Can I stop people changing their name on bookings?
Yes. Set “Name changes” to “Locked”, and nobody can change their own first, last or display name — owners included.
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.
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.
Turn on two-factor sign-in
Add a second step to signing in: a six-digit code from an authenticator app on your phone, with backup codes in case you lose it.
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.
More in Workspace and profile
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