Other Settings

overview this comprehensive guide covers the workspace and profile settings configuration in firstsales io, helping you manage your workspace effectively and maintain accurate personal information workspace settings accessing workspace settings navigate to "settings" from the top navigation bar select the "workspace" tab configurable elements workspace name located at the top of workspace settings enter your desired workspace name in the text field best practice use a descriptive, easily identifiable name workspace id unique identifier xxxx xxxx xxxx xxxx xxxx read only field used for api integrations and support purposes team configuration 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 important actions save changes click orange button to preserve modifications delete workspace red button (use with caution) irreversible action removes all workspace data requires confirmation profile settings basic information management email settings primary email field format username\@domain com mailto\ username\@domain com used for communications and notifications cannot be edited in basic settings personal details 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 profile updates click "save changes" to update information updates reflect immediately across platform verification email sent for email changes best practices workspace management regular review of workspace settings maintain clear naming conventions document workspace id for reference regular backup of crucial data profile maintenance keep contact information current use business email when possible update phone numbers promptly verify changes after saving security considerations workspace security limited access to workspace settings regular review of team permissions careful management of api access backup before major changes profile security strong password implementation regular security review two factor authentication when available monitor account activity troubleshooting common issues settings not saving check internet connection clear browser cache try different browser access problems verify permissions check account status contact support if persistent regular maintenance 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