General settings

The workspace's identity: what it is called, what it looks like, and the company details that appear on documents.

Menu path System › General settings

Address https://hub.cnvconnect.com/settings

Permission settings:view

Who uses it administrators

The screen

1. Page title — configure company and system information.
2. Save settings — nothing on this page takes effect until you save.
3. Workspace identity — the workspace ID (the short code used in addresses and support references, with a copy button), storage used against your plan's allowance, and active users against your seat count. Both bars turn amber as they fill.

Below that:

Panel	Fields
System branding	System name — shown in the sidebar, document titles and system e-mails; Abbreviation — used for the favicon, badges and compact breadcrumbs
Company information	Company name, logo, e-mail, phone number and address — the details printed on documents the workspace generates

How to…

Put your own name and logo on the workspace

1. Type your company's name into System name and a two- or three-letter Abbreviation.
2. Upload a logo with Change logo — a square image reads best in the sidebar.
3. Save, then reload the page to see the sidebar update.

Keep the company details accurate

The Company information block is what appears on generated documents, so treat a change of address here as a change of address everywhere.

Watch the two bars

Storage and active users are the two limits that stop work: an exhausted seat count blocks new invitations, and full storage blocks uploads. Both link to Plan and billing.

Notes

• The greyed text inside System name and Abbreviation is the name currently in force, not an empty field: leaving the box blank keeps that name. Type over it to change it.
• Changing the system name does not change the web address; the workspace ID stays as it is.
• The workspace ID is the fastest way for support to identify your workspace — copy it with the button rather than retyping.