Workspace and Company Identity
Maintain the shared workspace, legal-company, regional, and branding identity used across Leenops.
Workspace and company identity is the shared source used by CRM, Sales, Finance, Contracts, email, documents, and other modules. Update it once instead of maintaining a separate company profile in each module.
Where to find it
Open Settings → Administration → Workspace:
/settings/administration/workspaceAdministration access is required. If you can open Settings but not Administration, ask a workspace Owner or an administrator with the appropriate workspace permission.
Identity fields
The page groups related fields into one workspace-level profile:
| Area | Examples | Used by |
|---|---|---|
| Workspace identity | Display name and workspace logo | Navigation, workspace switcher, notifications |
| Legal identity | Legal company name, VAT/tax ID | Invoices, quotations, contracts, compliance exports |
| Contact details | Business email, phone, website | Customer documents and outbound communication |
| Registered address | Street, city, postal code, country | Finance and legal documents |
| Regional defaults | Currency and timezone | New commercial records, reports, schedules, timestamps |
The workspace display name and legal company name may be different. Use the legal name that should appear on formal documents.
Single-source-of-truth behavior
Saving this page updates the selected workspace record and refreshes the active workspace context. Modules read the same identity rather than copying values into module-specific settings.
Customer companies remain CRM records. This page describes your own workspace/company identity, not a customer or supplier.
When invoice or quotation identity looks wrong, correct the shared profile here first. Finance may provide shortcuts to company settings, but it should not be treated as a separate legal identity store.
Changing regional defaults
- Currency is the default for new records; existing issued documents keep their stored currency.
- Timezone controls workspace-level scheduling and timestamp interpretation. Individual display preferences may still differ.
- Changing a default does not rewrite historical invoices, quotations, time entries, or audit events.
Logo guidance
Use a square or wide logo with a transparent background and enough resolution for documents. After upload, verify both the workspace navigation and a document preview. White-label login/domain branding is configured separately under Administration → White Label.
Troubleshooting
The page says administration access is required
Your workspace role does not have the administration permission. Ask an Owner to update your role rather than trying a module-specific settings page.
A document still shows an older value
Issued or generated artifacts may snapshot identity at creation time. Create a new draft or regenerate the preview after saving the shared identity. Do not expect historical signed/issued documents to mutate.
I edited a customer but my invoice header did not change
Customer CRM data controls the recipient. Your invoice header uses the workspace/company identity on this page.
Related guides
- White Label — login and domain branding
- Finance Settings — invoice-specific defaults
- Companies — customer and supplier organizations