Product Area

Workspace Settings centralizes organization-level controls

Syncora Workspace Settings replaces the older organization page language with a clearer area for workspace preferences, defaults, and operational controls.

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What this page covers

Configure organization-level workspace preferences
Manage defaults that affect CRM and marketing workflows
Keep settings language aligned with collaborative workspaces
Use Team & Access alongside workspace configuration

Grounded In The Product

These claims map to capabilities already present in Syncora AI

The organization page has been renamed to Workspace Settings to better match the product model.

Workspace-level configuration supports CRM, team, connection, and workflow behavior.

Settings sit alongside Brand Identity and Team & Access as core workspace administration areas.

Core Capabilities

Built for execution, not just summaries

Clear workspace language

Use Workspace Settings for organization-level preferences instead of older company or organization page naming.

Operational defaults

Configure workspace behavior that affects CRM, lead handling, notifications, and related workflows.

Admin alignment

Keep settings close to Team & Access and Brand Identity so admins can manage the workspace from a predictable model.

Scalable configuration

As teams add connections, forms, workflows, and AI tools, workspace settings provide the shared configuration layer.

How It Fits

A practical workflow teams can actually follow

Step 1

Open Workspace Settings

Use the renamed settings area for organization-level configuration and workspace preferences.

Step 2

Review defaults

Check settings that affect lead handling, CRM workflows, notifications, and workspace behavior.

Step 3

Keep teams aligned

Pair settings with Team & Access so the right people can manage the right controls.

Where Teams Use It

Useful across sales, marketing, and operations

Workspace admins

Manage high-level preferences and defaults from one settings area.

Operations teams

Keep CRM and marketing workflow configuration predictable as the system grows.

Multi-user teams

Use settings together with Team & Access to support collaboration.

FAQ

Questions teams usually ask before adopting this workflow

What is Workspace Settings in Syncora AI?

Workspace Settings is the renamed organization settings area for organization-level preferences, defaults, and workspace controls.

Why rename Organization to Workspace Settings?

Workspace Settings better describes a collaborative workspace where admins configure controls, defaults, and operational behavior.

How does Workspace Settings relate to Team & Access?

Workspace Settings handles configuration, while Team & Access handles members, roles, and permissions.

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