Manage Workspace Settings

Update workspace identity, understand the danger zone, and know when to upgrade to an agency account.

Use Settings > General to manage workspace identity and account-level actions.

What You Can Change Here

The General settings area is where you update:

workspace name
workspace logo
workspace-level account actions

This is also where Salambo exposes important irreversible actions, so it is worth treating this page as an admin-only area even if several teammates can view it.

Rename Or Rebrand A Workspace

To update the visible workspace identity:

Open Settings > General.
Change the workspace name if needed.
Upload or replace the workspace logo.
Save the change and verify the updated identity appears correctly in the app shell.

This is useful when you are standardizing naming across environments such as Production, Staging, or client-specific workspaces.

Understand The Danger Zone

The danger zone contains irreversible or high-impact actions. Depending on your workspace type and permissions, this can include:

deleting the workspace
leaving the workspace
upgrading a standard workspace to an agency account

These actions should be deliberate. If you are unsure, pause and confirm who owns the workspace and how billing, agents, and client accounts are affected.

Upgrade To Agency

Upgrade to an agency account when you need client workspaces under a single parent environment.

After you upgrade, you can:

create client workspaces
manage them from the parent agency context
track sub-account usage and limits

This change is intentionally one-way, so do not upgrade a standard team just to test the UI. Upgrade when client-workspace management is a real operational need.

Good Admin Habits

keep production and non-production workspaces clearly named
make the primary owner explicit inside your team
use the logo field if you manage multiple client environments and want fast visual confirmation
review the danger-zone actions before onboarding additional admins

Rename Or Rebrand A Workspace

To update the visible workspace identity:

Open Settings > General.

Change the workspace name if needed.

Upload or replace the workspace logo.

Save the change and verify the updated identity appears correctly in the app shell.

This is useful when you are standardizing naming across environments such as Production, Staging, or client-specific workspaces.

Understand The Danger Zone

The danger zone contains irreversible or high-impact actions. Depending on your workspace type and permissions, this can include:

deleting the workspace

leaving the workspace

upgrading a standard workspace to an agency account

These actions should be deliberate. If you are unsure, pause and confirm who owns the workspace and how billing, agents, and client accounts are affected.

Upgrade To Agency

Upgrade to an agency account when you need client workspaces under a single parent environment.

After you upgrade, you can:

create client workspaces

manage them from the parent agency context

track sub-account usage and limits

This change is intentionally one-way, so do not upgrade a standard team just to test the UI. Upgrade when client-workspace management is a real operational need.