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Getting started

Set up your workspace

Your workspace's name, logo, language, time zone, brand, navigation and custom labels.

Everything on this page lives under Settings in the sidebar, inside Account and administration. Permissions are checked per action: viewing a section grants no access to change it. Workspace identity and module settings may require different permissions.

Heyllave workspace settings

Identity

Settings → General → Identity
FieldWhat it is for
Business nameYour business’s name. It appears in the sidebar, on documents and in invitations.
SubdomainYour workspace address: your-business.heyllave.app. Shown read-only.
LogoShown in the sidebar and on the documents you generate.

Under Technical details for support there are two internal identifiers. You only need them if Heyllave support asks for them.

Language and time zone

Settings → General → Preferences

Set the language and time zone for the workspace. These are the reference values for screens and processes that use the business’s shared configuration.

Each person can have their own under Preferences; the workspace value is only the starting point.

Appearance and navigation

Settings → Appearance
  • Default theme — light, dark or the system’s. It is what your team sees until they choose their own.
  • Accent color — a #RRGGBB value. Leave it empty to use the system color.

There is a preview on the same screen. Only administrators can change it.

Settings → Navigation

Here you decide how the sidebar looks for the whole team:

  • Hide entries your business does not use.
  • Rename the ones you use to something else. If your business says “Services” rather than “Orders”, change it.
  • Reorder by dragging.
  • Add your own links to a route in the workspace.

Custom labels

Settings → Labels

If your business has its own vocabulary, you can override the text of any product label here, per language. Useful when “Customer” is really “Patient”, or “Technician” is “Adviser”.

There is also a translation catalog for reviewing every resolved key, filtering them, exporting them or replacing them in bulk.

Module settings

Settings → Modules

Each enabled module brings its own switches. The most used ones:

ModuleSettingWhat it does
Work ordersTime trackingRecord the hours worked on each order.
Work ordersChecklistsAttach task checklists to each order.
Work ordersCrewsAssign whole work crews rather than one person.
Work ordersPrioritiesEnable priority levels per order.
Work ordersSLATrack resolution deadlines, with default target hours.
Work ordersAuto assignmentDistribute work round-robin or by workload.
InvoicingDefault taxThe rate applied to new invoices. Entered as a percentage.
CatalogInventory trackingIt saves, but the server does not read it: tracking is set per item.
BookingsRelease the slot when choosing anotherCancels the previous hold as soon as the customer picks a different time.

More about modules →

Security

Settings → Security

This section gathers the workspace’s access options, and they are separate from your personal account settings. Which controls you can change depends on your permissions; ask whoever administers the workspace if you need help.

Danger zone

Settings → General → Danger zone

Deleting the workspace. When you confirm it:

Stops working: access for the whole team (including yours), API keys, webhooks, connected integrations, the public portal and any shared link.

Is retained: your information — support can reactivate the workspace — along with the audit history and invoices already issued.

There is an additional checkbox, Also delete all data, which removes everything permanently. Neither you nor support can recover it. To enable the button you have to type the workspace’s exact name. Closing access and permanently deleting data have different consequences; do not pick permanent deletion when you only need to stop access.

If something doesn’t work

Permissions are checked per action: viewing this screen grants no access to change it, and workspace identity, appearance, navigation and modules may each require a different permission. If a change will not save, check the permission for that specific action. The subdomain is read-only for everyone, so do not try to solve it with a role.

Next step

Invite your team →