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Customise your workspace settings

Workspace settings holds the levers that shape your public page: name, slug, type, industry, and pending changes under review.

7 min read
By Rook Team, Product

Most of what shapes your public page lives inside Workspace settings. This is your control panel for identity, location, and verification status.

Open Workspace settings from the left sidebar. The screen has six visible sections plus an Advanced area for tax and verification fields. Scroll once to get the lay of the land before you start editing.

Sections inside Workspace settings

  • Workspace name and profile picture.
  • Slug URL (your clickl.in handle).
  • Workspace type and industry.
  • Country, state, and timezone.
  • Social media handles for Instagram, X, TikTok, YouTube, Facebook, and LinkedIn.
  • Tax ID and verification fields, used for marketplace payouts and trust badge eligibility.

Pending fields

Some fields enter a pending state when you change them. The previous value stays live on your public page until the new one is approved. This protects regular visitors from seeing half finished updates.

Pending fields are clearly labelled with a small badge in the dashboard. Once the change is approved, the badge disappears and the new value goes live. Most reviews complete within hours.

Order to fill in

Set workspace name first, then profile picture, then slug URL. Add industry. Confirm country, state, and timezone match where you actually publish from. Connect your social handles last.

Edits across multi workspace accounts

If you run more than one workspace, settings are scoped per workspace. Switching workspaces in the header reloads the screen with that workspace's data. Settings do not pool across workspaces, which keeps each identity clean.

What is not on this screen

  • Tile management lives under Grid.
  • Pixel and analytics IDs live under Integrations.
  • Plan and billing live under Billing.

Open Workspace settings

Tour the screen once. You will reach for it less often after that.