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Create your workspace baseline

Use this page to establish account-level defaults before onboarding agents.

Set workspace identity and defaults​

  1. Open Settings → Workspace settings.
  2. Set workspace display name and primary timezone.
  3. Review default language and notification preferences.
  4. Confirm account profile details used in outbound communication.

Open directly: Open Workspace Settings

Set login and access baseline​

  1. Review allowed login methods.
  2. If you need stricter access, plan MFA and SSO rollout before inviting all users.
  3. Decide who can manage workspace-level settings and security policies.

Open directly: Open Security Settings

Confirm communication prerequisites​

  1. Confirm sender identity and notification channels are configured as expected.
  2. Send one internal notification test.
  3. Verify support emails and user notifications reach the intended inboxes.

Validate workspace behavior​

After saving settings, sign out and sign in once to verify values are loaded correctly in the UI.

Note: If authentication options or branding values do not appear as expected, refresh the page and verify your role has access to those settings.

📷 Image (optional): Workspace Settings Overview
Why: Shows where account profile, login methods, and global defaults are configured.
File: docs/images/workspace-settings-overview.png
AI prompt: "Clean product documentation screenshot of OXVO workspace settings page, modern SaaS admin UI, neutral gray surfaces with a primary accent, visible sections for Account Profile, Login Methods, Notifications, and Workspace Defaults, synthetic sample values only, no third-party logos, 1600x1000, sharp and readable text."

Next Steps​