User Type: Company / Owner

In this document, you’ll see how to edit three categories of WorkGo settings: brand, company, and system settings. Doing this allows you to create a personalized user experience.

Getting Started

To access the settings panel, you need to sign in with a Company / Owner account. Then, click the Settings button (you’ll find it in the navigation menu).

Editing Brand Settings

You can find brand settings at the very top of the settings panel.

• Change the logo (upload both light and dark versions).
• Change the favicon.
• Set site title text.
• Set site footer text.
• Edit default language.
• Enable or disable the landing page.
• Turn on/off the support for right-to-left text.
• Enable or disable GDPR Cookie text.
• Edit the GDPR cookie text itself (if enabled)

In the next section, Theme Customizer, you can edit the following visual settings:

• Select primary platform colors.
• Manage sidebar layout transparency (turn it on or off).
• Enable/disable dark mode.

Editing System Settings

To access System Settings, scroll down in the main settings panel or click System Settings on the left-hand side of the Settings navigation panel inside your WorkGo account. In this panel, you can change the following:

Currency Settings:

• Currency ISO code. Example: USD, GBP, INR
• Currency symbol. Example: $, £, ₹
• Currency symbol position – select to display it before or after the amount.

Date & Time Settings:

• Date format – use the drop-down menu to pick the right format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
• Time format – choose between 12-hour and 24-hour formats.

Documentation Settings – Prefixes:

• Invoice prefix. Example: #INV
• Bug prefix. Example: #ISSUE
• Estimation prefix. Example: #EST

Other Settings:

• Invoice/Estimation Title.
• Invoice/Estimation Footer Note
• App site URL – the address to log into the app.
• Tracking interval – the amount of time between each screenshot taken by the time tracker feature.