Workspace Configuration
Your Deskmantle workspace is the shared environment where your team collaborates. Configuring it properly ensures consistent branding, correct permissions, and a smooth experience for everyone.
Branding
- Go to Settings > Workspace > Branding.
- Upload your company logo (PNG or SVG, recommended 400x100 pixels). This logo appears in proposals, invoices, deal rooms, and emails sent through Deskmantle.
- Set your primary brand color — Deskmantle uses this as an accent across client-facing documents and your booking page.
- Enter your company address and phone number. These appear on invoices and legal documents.
- Click Save.
Inviting Team Members
- Go to Settings > Workspace > Team.
- Click Invite Members.
- Enter email addresses — separate multiple with commas.
- Select a role for each invite (see roles below).
- Click Send Invites. Each person receives an email with a link to join.
Roles and Permissions
Deskmantle provides four built-in roles. You can also create custom roles if you need finer-grained control.
- Owner — full access to everything including billing, data exports, and danger-zone settings. Only one owner per workspace.
- Admin — can manage team members, integrations, and workspace settings. Cannot change billing or transfer ownership.
- Member — can access CRM, deals, inbox, tasks, and most daily-use features. Cannot manage team settings.
- Viewer — read-only access. Useful for investors, advisors, or part-time consultants who need visibility without edit permissions.
Pro tip: You can restrict a member to specific pipeline stages by creating a custom role. This is useful when you want junior reps to only see early-stage leads.
Workspace Settings
A few additional settings worth configuring early:
- Time zone — affects task due dates, daily briefs, and calendar integrations.
- Currency — used across invoices, deals, and financial dashboards.
- Fiscal year start — controls quarterly forecasting alignment.
- Default pipeline — choose which pipeline new deals are added to by default.