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Workspace Settings

Workspace Settings

The Workspace Settings page controls your organisation's identity, localisation, portal configuration, and data management options. Only users with the settings.tenant permission can access this page.

URL: /settings/tenant

Accessing Workspace Settings

  1. Go to Settings from the sidebar.

  2. Click the Workspace card (described as "Name, domain, localisation, portal branding").

Organisation Identity

Workspace Name

The workspace name appears throughout concorbit: in the top-left header, on invoices, in portal headers, and in outbound emails. To change it:

  1. Edit the Name field at the top of the Workspace Settings page.

  2. Click Save at the bottom of the page.

The name change takes effect immediately across the entire workspace.

Workspace Slug

The slug is the URL-safe identifier for your workspace. It forms part of your portal URL and inbound email address (e.g., your-slug.in.concorbit.com). Slugs are set during workspace creation and generally should not be changed, as doing so will break any existing portal links and inbound email routing.

Custom Domain

You can assign a custom domain to your workspace (e.g., app.yourcompany.com). On the Workspace Settings page the Custom domain row shows the current domain and its status; click Set up (or Manage) to open the dedicated Custom Domain page, where the verify, provision, and certificate steps run. You will need to configure a CNAME record with your DNS provider pointing to concorbit's servers. Contact support if you need the exact DNS target for your region.

Localisation

concorbit adapts date formatting, currency symbols, and language based on these workspace-wide settings.

Timezone

Select your workspace timezone from the dropdown. This affects:

  • How dates and times are displayed throughout the interface.

  • When daily scheduled tasks (like report emails) are triggered.

  • Audit log timestamps.

Common choices: Europe/London, America/New_York, Australia/Sydney, UTC.

Locale

The locale determines the language used for system-generated text such as email templates, invoice labels, and portal content. Currently supported: en (English).

Date Format

Choose how dates are rendered across concorbit. Options include:

  • Y-m-d (2026-04-12)

  • d/m/Y (12/04/2026)

  • m/d/Y (04/12/2026)

Currency

The workspace currency is used as the default for invoices, proposals, and financial reports. Supported currencies:

CodeSymbolName
GBP£British Pound
USD$US Dollar
EUR€Euro
AUDA$Australian Dollar
CADC$Canadian Dollar

Changing the workspace currency does not retroactively convert existing invoices or proposals. It only affects new records created after the change.

Portal Configuration

The client portal is a self-service area where your contacts can view invoices, documents, vault items, and send messages.

Enabling the Portal

Toggle Portal enabled to activate the client portal for your workspace. When disabled, portal invitation links will return a 404 error.

Passkey Login

Toggle Passkey login enabled to allow portal users to authenticate with FIDO2 passkeys (biometric or security key) instead of magic links. This requires WebAuthn support in the user's browser.

Portal Messages

The Portal messages enabled toggle controls whether portal users can send messages to your team through the portal interface. Disable this if you prefer to handle all communication through email or another channel.

Portal Custom CSS

Add custom CSS to override the portal's appearance. This is injected into the portal's <head> and applies to all portal pages. Use this for fine-grained styling beyond what the Brand settings provide.

Hidden Navigation Items

Select which portal navigation items to hide from your clients. This lets you enable a module internally but not expose it in the portal.

Add custom links to the portal sidebar. Each link has a label and URL. Use this to link to your own knowledge base, support desk, or external resources.

Inbound Email

concorbit can receive inbound emails and route them to the correct module (CRM, etc.). Each workspace gets an inbound email address based on its slug:

your-slug.in.concorbit.com

Inbound Email Rules

Rules determine how incoming emails are routed. Each rule has:

  • Prefix: The local part before the @ symbol (e.g., support@your-slug.in.concorbit.com).

  • Module: Which module receives the email (e.g., CRM creates a new activity on the matched contact).

To add a rule:

  1. Click Add rule.

  2. Enter a prefix and select a target module.

  3. Save the workspace settings.

DNS Configuration

If you are using a custom domain for inbound email, you will need to add MX and SPF records. The required records depend on the platform's inbound email provider (Mailgun, SendGrid, Postmark, or self-hosted Postal). The workspace settings page displays the exact records you need.

Data Management

Trash Retention

The Trash retention days setting controls how long deleted records are kept before they are permanently purged. The default is 30 days. You can set this anywhere from 1 to 365 days.

Deleted records can be restored from Settings > Trash at any time during the retention window. See Trash & Recovery below.

Trash and Recovery

Navigate to Settings > Trash to view all soft-deleted records. The trash page shows:

  • Name of the deleted record.

  • Type (Contact, Company, Deal, Invoice, Vault folder, etc.).

  • Deleted date.

  • Days remaining before permanent deletion (colour-coded: red when 7 days or fewer, amber at 14 days or fewer).

Restoring a single record:

  1. Find the record in the trash list.

  2. Click Restore on the right side.

  3. The record is immediately restored to its original location.

Permanently deleting a record:

  1. Click Delete forever next to the record.

  2. Confirm the deletion in the popup. This action cannot be undone.

Bulk operations:

  1. Use the checkboxes to select multiple records, or click the header checkbox to select all visible items.

  2. The bulk action toolbar appears showing the count of selected items.

  3. Click Restore selected or Delete forever to act on all selected records.

Filtering: Use the type dropdown to filter the trash list by record type (Contact, Invoice, Vault secret, etc.).

Data Export

Navigate to Settings > Data Export to create a full export of all workspace data.

  1. Click Export all data.

  2. Confirm in the popup dialog.

  3. The export enters a queue and processes in the background. Status progresses through: Pending, Processing, Completed (or Failed).

  4. Once completed, click Download to save the ZIP file.

Exports include all workspace data in structured format. They are useful for:

  • Backups: keep an offline copy of your data.

  • Migration: move data to another system.

  • GDPR compliance: fulfill data portability requests.

Each export has an expiry date after which the download link becomes unavailable. Request a new export if you need a fresh copy.

Support Access

Navigate to Settings > Support Access to control whether the concorbit support team can sign in to your workspace.

How It Works

  • Support access is off by default. concorbit support cannot access your workspace unless you explicitly enable it.

  • During a free trial, support access is locked on so the team can help you set up. You gain control of the toggle once you subscribe to a paid plan.

  • When you enable access, you choose a time window (e.g., 24 hours, 7 days, 30 days, or until you revoke). After the window expires, access is automatically disabled.

Enabling Support Access

  1. Go to Settings > Support Access.

  2. Select a time window from the grid of options.

  3. Click Enable support access.

Revoking Access

  • Click Disable to turn off support access. Any currently active session is ended immediately.

  • If a support team member is currently signed in (indicated by a "Live session" badge), you can click Revoke active session to force them out instantly.

Session History

The bottom of the page shows a complete history of every support session, including:

  • When the session started and ended.

  • Which support team member signed in.

  • The reason category and detail (e.g., "Account setup", "Bug investigation").

  • How long the session lasted.

  • How many actions were performed.

  • How the session ended (completed normally, window expired, you revoked, or they logged out).

Resource Usage

If your plan includes resource limits (storage, record counts), the top of the Workspace Settings page displays a resource usage panel with progress bars showing current usage versus limits. Colour coding indicates status:

  • Green/default: within normal range.

  • Warning (amber): approaching the limit.

  • Danger (red): at or exceeding the limit.

Saving Changes

After making any changes on the Workspace Settings page, click the Save button. Changes are applied immediately and affect all users in the workspace.