Account
Other Settings
18min
This comprehensive guide covers the workspace and profile settings configuration in FirstSales.io, helping you manage your workspace effectively and maintain accurate personal information.
- Navigate to "Settings" from the top navigation bar
- Select the "Workspace" tab
- Located at the top of workspace settings
- Enter your desired workspace name in the text field
- Best practice: Use a descriptive, easily identifiable name
- Unique identifier: xxxx-xxxx-xxxx-xxxx-xxxx
- Read-only field
- Used for API integrations and support purposes
- Team Selection
- Choose from dropdown menu
- Default option: "Sales Team"
- Custom teams can be created as needed
- People Management
- Select team members from dropdown
- Default setting: "Just me"
- Expandable as team grows
- Save Changes: Click orange button to preserve modifications
- Delete Workspace: Red button (use with caution)
- Irreversible action
- Removes all workspace data
- Requires confirmation
- Primary email field
- Used for communications and notifications
- Cannot be edited in basic settings
- Name Information
- First Name (e.g., "Udit")
- Last Name (e.g., "Goenka")
- Used throughout the platform
- Contact Information
- Address field (e.g., "India")
- Phone Number format: 10 digits
- All fields are mandatory
- Click "Save Changes" to update information
- Updates reflect immediately across platform
- Verification email sent for email changes
- Regular review of workspace settings
- Maintain clear naming conventions
- Document workspace ID for reference
- Regular backup of crucial data
- Keep contact information current
- Use business email when possible
- Update phone numbers promptly
- Verify changes after saving
- Limited access to workspace settings
- Regular review of team permissions
- Careful management of API access
- Backup before major changes
- Strong password implementation
- Regular security review
- Two-factor authentication when available
- Monitor account activity
- Settings Not Saving
- Check internet connection
- Clear browser cache
- Try different browser
- Access Problems
- Verify permissions
- Check account status
- Contact support if persistent
- Quarterly review of settings
- Update team information
- Verify contact details
- Clean up unused elements
This guide serves as a comprehensive reference for managing both workspace and profile settings in FirstSales.io. Regular review and updates of these settings ensure optimal platform functionality and security.
Updated 01 Dec 2024
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