Settings

Workspace settings allow owners and admins to configure and manage key aspects of the workspace. These settings apply across the entire workspace and affect all projects and members.

Note

Some settings related to project management, team management, and workspace configuration are only available to workspace Owners and Admins. Regular members will only see settings related to their personal profile and account preferences.

How to access

1. Click on your profile icon or workspace name in the sidebar.
2. Select Settings.
3. Navigate to the relevant tab to configure your workspace settings.

Available settings

Setting	Description	Accessibility
Profile	Update your personal profile information including name, avatar, and contact details.	All members
Notifications	Configure your notification preferences for email and in-app alerts.	All members
Appearance	Customize the look and feel of your Worklenz interface, including theme settings.	All members
Change Password	Update your account password for security.	All members
Language and Region	Set your preferred language and regional settings.	All members
Clients	Manage client accounts and configure client portal access.	Owners & Admins
Job Titles	Create and manage job titles assigned to team members. Used in finance and resource planning.	Owners & Admins
Labels	Create and manage labels for organizing and categorizing tasks across projects.	Owners & Admins
Categories	Define and manage categories for grouping and filtering projects.	Owners & Admins
Project Templates	Create and manage reusable project templates to standardize project setups.	Owners & Admins
Task Templates	Create and manage reusable task templates for common task structures.	Owners & Admins
Team Members	Invite, remove, or update member roles and access levels across the workspace.	Owners & Admins
Team Hierarchy	Define and manage your organization’s team structure and reporting hierarchy.	Owners & Admins
Rate Card	Define hourly or daily rates per job role for project finance calculations.	Owners & Admins
Teams	Create and manage teams to organize members into functional groups.	Owners & Admins
Integrations	Connect and manage third-party tools such as Slack and Microsoft Teams.	Owners & Admins
Delete Account	Permanently delete your Worklenz account and all associated data.	All members