Workspace Setup
This guide covers how to configure your Mainbranch workspace settings, including organization information and preferences.
Accessing Workspace Settings
Section titled “Accessing Workspace Settings”- Click your profile avatar in the sidebar
- Select Workspace settings
- Navigate to General
General Settings
Section titled “General Settings”Organization Name
Section titled “Organization Name”Set your organization’s display name. This appears throughout the interface and in communications.
Upload your organization’s logo for branding. The logo appears in the sidebar and other locations.
Logo requirements:
- Recommended size: 200x200 pixels minimum
- Supported formats: PNG, JPG, SVG
- File size: Under 2MB
Workspace Slug
Section titled “Workspace Slug”The workspace slug is used in URLs and cannot be changed after creation.
Onboarding Flow
Section titled “Onboarding Flow”Configure the onboarding experience for new members.
Department Configuration
Section titled “Department Configuration”Set up departments so users can select their department during onboarding:
- Navigate to workspace settings
- Add departments relevant to your organization
- Users will be prompted to select their department when they first sign in
Best Practices
Section titled “Best Practices”Branding
Section titled “Branding”- Use a clear, recognizable logo
- Keep the organization name professional
- Consider how the name displays in different contexts
Organization Structure
Section titled “Organization Structure”- Set up departments that match your organization
- Use consistent naming conventions
- Review and update as your organization changes
Troubleshooting
Section titled “Troubleshooting”Logo Not Displaying
Section titled “Logo Not Displaying”- Check file format and size requirements
- Try uploading a different format
- Clear browser cache and refresh
Settings Not Saving
Section titled “Settings Not Saving”- Verify you have admin or owner permissions
- Check your internet connection
- Try refreshing the page
Next Steps
Section titled “Next Steps”- Configure Authentication — Set up SSO
- Invite Team Members — Add users
- Connect Data Sources — Link productivity tools