Go to /settings inside your workspace. The page has four tabs across the top: General, Payments, Store, and Integrations. This article covers the General tab, which is the default view when you land on the page. Only the workspace owner can access and save changes in Settings.
At the top right of the page you will see a Save button. Changes across all sections on the General tab are saved together when you click it.
Basic Information
The first card on the page is Basic Information. It contains three fields:
Workspace name. The display name of your workspace. This appears in the browser tab, on your sign-in page, and across your workspace.
Legal business name. Your registered legal entity name. Optional, but useful if your workspace name differs from your legal name.
Tax ID. Your VAT, EIN, or equivalent tax identifier. Optional.
Description. A short text description of your workspace, up to 500 characters. This is used as the meta description on your public-facing sign-in and file share pages.
Contact Information
The second card is Contact Information. It contains six fields:
Phone number. Your business phone.
Website. Must be a valid URL, for example
https://youragency.com.Privacy policy link. A URL pointing to your privacy policy page.
Terms of service link. A URL pointing to your terms of service page.
Contact link. A URL for a contact form or page.
Contact email. An email address clients can use to reach you.
Business Address
The third card is Business Address. Fill in your street address, city, country, state or region, and postal code. The country field is a dropdown of all countries. Once you select a country, the state or region field populates automatically with the correct regions for that country. If no country is selected, the state field stays disabled.
Preferences
The fourth card is Preferences. It has three settings:
Currency. The currency used across your workspace for payments and display. Select from the full list of ISO currency codes.
Language. The interface language for your workspace. Changing it takes effect immediately without saving.
Timezone. A searchable dropdown of all timezones. Used for scheduling and activity timestamps across your workspace.
Once you have updated any fields, click Save at the top right of the page to apply your changes.
For how to customize your logo, colors, and white-label appearance, see How to customize your Tarkle Send workspace branding.