Workspace, team and locations

Everything here is under Settings, reached from the dashboard and headed Workspace Settings.

Business details

Settings → Organization settings:

• Name
• Business Description

The description isn’t decoration — it’s the context the AI uses when writing on your behalf. Vague description, generic replies. Be specific about what you do, who your customers are, and what you’re known for.

→ Getting the AI to sound like you

Branding

Settings → Org branding — a paid feature. Turn on Custom Branding, then set:

• Brand Logo and Brand Icon (PNG, JPG or SVG, up to 2MB)
• Brand Color
• Website

This is what makes surveys and spotlights look like yours rather than ours.

Your team

Settings → Team Members.

Only Owners can invite people or change roles. If you’re an Admin or Member you won’t see the Invite user button at all — that’s expected, not a bug.

To invite: Invite user, then Name, Email and Role.

Roles

Two roles are assignable:

Role	Can do
Admin	Full access, including pushing configuration to child workspaces
Member	Day-to-day work

The account creator is the Owner and that can’t be assigned to someone else from this screen. Some users appear as read-only viewers; those are set up by us rather than chosen here.

Managing invitations

The member table shows status — Active, Pending, Declined, Expired — and you can search by email. A pending invite’s ⋯ menu offers Resend invitation and Copy invitation link, which is useful when invitation emails are being filtered. Remove user removes access.

Multiple locations

Settings → Touchpoints is where you name the places you collect feedback inside this workspace — a QR code, a tablet, an email. The organisation hierarchy itself (a parent with child workspaces beneath it) is managed from the workspace switcher. → Touchpoints

Worth doing if you run more than one site, for three reasons:

1. Per-location reporting. An average across six sites hides the one that’s struggling.
2. Location routing on surveys. A survey can ask which location the customer visited and file the answer into that workspace, with its own resolutions and notifications. → Building a survey
3. Shared configuration. From Organization settings, Share configuration with workspaces copies branding, email templates, survey forms or resolution settings down to child workspaces.

Be careful with that last one — it replaces what’s there. If a location has customised its own setup, sharing will overwrite it.

Note that child workspaces don’t have their own billing; the parent pays. → Billing and payments

Your own profile

Settings → Profile settings for your name, email and password — separate from the workspace settings above.