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Organisation · 3 min read

Workspace settings

Workspace settings is where this workspace is set up for everyone in it: which workspace you are in, the industry it runs on, the beta programme, and the tools it is connected to.

It is not in the sidebar. Open the profile menu, your name at the bottom of the sidebar, and choose Workspace settings. The menu shows the row only to the seats that can open it. On a phone it is in the More sheet.

The page has two tabs, Workspace and Integrations.

Group
Organisation
Where
the profile menu at the bottom of the sidebar, or rople.app/w/settings
Who can open it
level 4, executives and the workspace owner

Workspace

Current workspace

The workspace's name, its address and industry, and your role and the date you joined. This is the card that answers "which workspace am I in", which matters for anybody who belongs to more than one.

Industry

The industry this workspace runs on. The industry decides what the workspace calls things — what Offerings, Projects, Leads and Clients are called — and which stages and templates it starts with.

It is shown here and not changed here. Rople sets a workspace up for its industry; if it should change, ask Rople. Choosing between industry packs is only offered in the workspaces that run Rople itself.

Beta programme and developer support

Early access to modules that are still being finished. The card names the modules in the beta. Beta modules work, may still change or be withdrawn, and come with developer support — a direct line to Rople's product and engineering team — rather than a service level.

  • Join the beta programme accepts the Beta Programme Terms and opens those modules for everybody in the workspace, as their seats and departments allow, on their next page load.
  • When the terms change, the card asks you to accept the new version to stay in.
  • Leave the beta closes the modules for everybody on their next page load. Nothing is deleted: workflows, their runs and their history are kept and come back if the workspace rejoins. While outside the beta, workflows start nothing and open no new steps.

Developer support does not give Rople access to your workspace; that still needs a support-access grant from you. When the programme is not switched on for your workspace, the card says so and there is nothing to do.

Only a workspace admin or the workspace owner can join or leave.

Integrations

The tools your company already uses, connected to the records they belong to: website forms, Google Ads lead forms, Paystack, email in your name, email-in, Google Calendar, and the public API and webhooks. What can be connected today, how to connect each one, and what is still coming are in Integrations.

Plan & billing

The Rople plan the workspace pays for and the invoices Rople sends you are not a tab here. They are Plan & billing, the row under Workspace settings in the same profile menu, for level 4. See Admin.

What lives elsewhere

  • Your own name, phone, notifications and appearance are in Account, from Profile in the profile menu. Old links to the General and Notifications tabs open Account.
  • Departments, levels, teams, the competency framework, badges and the workspace's cycles are in Organisation › Structure. People and Module access are under Organisation › People & access. See Admin.
  • Approvals, collections, issue response times, alerts, lead assignment and client care are in Organisation › Rules & automation; stages, sources, payment plans, task statuses and invoicing are in Organisation › Master data. See Organisation.

Common questions

Why can I not see Workspace settings in the profile menu? It is level 4. The menu leaves the row out for seats that cannot open the page, rather than offering a link that turns you away.

Can I change the workspace's industry? Not from here. Ask Rople, which sets up each workspace for its industry.

Can I change the workspace name? Not from Workspace settings. Structure shows the name but does not edit it either; ask Rople through Support.

Where did Billing go? To Plan & billing in the profile menu. An old link to the Billing tab opens it.

I belong to two workspaces. The Current workspace card shows which one you are in.