General

Both products

What it is for

General defines how the workspace presents itself (name, tagline and brand color), the company's legal and commercial details (including the logo) and the Assignment categories, which are the commercial lines used to distribute leads and tickets.

How to get there

Settings → General · app.growtek.io/en/settings/general

The screen in detail

Three cards:

1. Workspace: name, tagline and brand color. Edit opens Edit identity.
2. Assignment categories: the active commercial lines. Manage opens the list with the Active and Trash tabs.
3. Company: the details of the company behind the workspace, grouped into Classification, Contact & location and Legal. Edit opens Edit company.

What you can do

Edit the workspace identity

1. In Workspace, click Edit.
2. Change Workspace name (2 to 100 characters), Tagline (up to 140) or Brand color (a full hex, for example #00A63D).
3. Click Save changes.

The brand color is applied to the interface and to quotations whose template has no brand of its own.

Edit the company details

1. In Company, click Edit.
2. Company step: logo, name, website, description, NIT and verification digit, corporate email and phone.
3. Commercial step: industry, company type, subcategory, size, country, department, city, address and CIIU code.
4. Click Save company.

The company Logo is the one used by quotations without their own logo and by the email that sends quotations.

Manage the assignment categories

1. In Assignment categories, click Manage.
2. Create or edit a category with its Label and its Order (the Key is generated and cannot be edited).
3. Deleted categories go to Trash, where you can Restore them or Delete permanently.

Categories are used in each member's Assignment rules (Categories they handle, see Members) and in the Commercial line of each prospection campaign.

Required permissions

Action	Permission
Enter Settings	workspace.viewSettings
Edit the workspace and the company	workspace.update