Configuring Your Workspace Settings
Once your spaces and payment method are active, fine-tune these settings before inviting members.
Company Details
Go to Settings → My Company to set:
- Company name — appears on all invoices
- Support email — where member queries get directed
- Default currency — used for all new invoices and plans
- VAT / tax number — shown on invoices if required
Inviting Your Team
Go to Settings → Users to invite staff members (managers, front desk, etc.).
- Click Invite user
- Enter their name and email
- Assign a role
- Save — they'll receive an invitation by email
Roles and Permissions
Go to Settings → Roles to review what each role can do. Co-Desk ships with default roles (Admin, Manager, etc.) — you can adjust permissions or create custom roles to match your team structure.
Amenities
Amenities are the features you attach to spaces (Wi-Fi, whiteboard, standing desk, projector, etc.).
- Go to Settings → Amenities
- Click Create amenity
- Give it a name and an icon
- Save
Once created, amenities appear as options when editing any space. Members can filter spaces by amenities in the booking portal.
Branding and Design
Go to Settings → Design to customise how the member portal looks:
- Upload your logo
- Set your brand colour
- Customise the portal's welcome message
Member Portal Menu
Go to Settings → Menu to control which sections appear in the member portal navigation. You can reorder items or hide sections that don't apply to your workspace.
Common Questions
Can I restrict a manager to one location only? Yes — when inviting a user, assign them to specific locations. They'll only see data for those sites.
Where do I set up email templates? Go to Settings → Email Logs to see sent emails. Email template customisation is handled through Settings → Design.
Can I change the currency after setup? Changing currency affects all new invoices but does not retroactively change existing ones. Contact Co-Desk support before changing currency if you have active memberships.