Open Settings, stay on General, and choose Edit Details on the Organization panel. You need permission to edit workspace settings.
Edit organization details
- Open Settings. General opens first.
- On the Organization panel, choose Edit Details.
- Change the Organization Name or Timezone.
- Save.
The Organization panel also shows your Environment and Your Access (your role in this workspace).
Workspaces
Owners also see a Workspaces section in Settings. It shows how many workspaces your plan includes and how many you are using. Launch includes 1 workspace, Growth includes 3, and Scale includes 10.
Each workspace has its own people, deals, files, brand, and access rules. To create one, choose Create Workspace. See How Do I Switch or Create Workspaces?
Review changes
Change History under Access & Security shows a history of workspace changes that cannot be erased. Choose Details on any entry to see more.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo