Settings overview
MyCompanyDesk's settings tree is split into two trees that reflect who they belong to:
/workspace/...— settings shared by every member of one company. Edits here affect everyone in the workspace./me/...— settings personal to the logged-in user. Edits here follow you across workspaces.
The old flat /settings/* and /profile/* URLs are gone. If you've bookmarked a /settings/something link, see Where things moved below.
Why the split exists
A real user often belongs to more than one workspace — a freelancer doing the books for a client, an accountant invited to several customer companies, a team member moonlighting on a side project. Account-level preferences (notification quiet hours, password, connected Google/Microsoft account, language, time-format, mobile push tokens) should follow that person across every workspace they're a member of. Workspace-level preferences (company name, VAT regime, invoice numbering, expense categories, email signature, team roster, plan + billing) belong to the company, not to the individual managing it.
Splitting the trees lets the same person sign into two workspaces and see the same /me settings in both, while /workspace always reflects the currently active company.
Workspace settings (/workspace/...)
Shared across the team. Editing requires team-admin permission; non-admins see a read-only banner.
The desktop sidebar groups workspace settings into five sections:
Organization
| Page | Path | Covers |
|---|---|---|
| Company | /workspace/organization/company | Umbrella with four leaves below |
| About your business | /workspace/organization/company/about | Name, KvK / registry, VAT, address |
| Look & feel | /workspace/organization/company/look | Logo, brand colour, second accent |
| Your website | /workspace/organization/company/website | Public business page tagline, about, services |
| Your own .com address | /workspace/organization/company/address | Custom domain + DNS verification |
The legacy /workspace/organization/branding, /profile, /domains, /website, /services paths are still present but are being absorbed into the four leaves above.
Email
Single-tree umbrella at /workspace/email. The wizard, send-as picker, send-only aliases, CC/BCC/attachments, delivery tracking, activity log, and templates all live under here.
| Page | Path | Covers |
|---|---|---|
| Email overview | /workspace/email | Inbox state machine — live, DNS pending, MX conflict, off, empty |
| Mailboxes | /workspace/email/mailboxes | Shared info@, aliases, personal mailboxes |
| Address & domain | /workspace/email/address | Sending address, MX status, DKIM |
| Sending | /workspace/email/sending | Send-as picker, default tone, per-doc overrides |
| Signature | /workspace/email/signature | Email footer / signature block |
| Templates | /workspace/email/templates | Per-document-type subject + body |
| Messages | /workspace/email/messages | Outbound history |
| Activity | /workspace/email/activity | Open / click / bounce events |
| Delivery | /workspace/email/delivery | Delivery diagnostics |
| Log | /workspace/email/log | Raw event log |
/workspace/communication/emails redirects to /workspace/email. The legacy SMTP path still works but the inbox / Cloudflare Email Sending product is the primary surface.
Financial
| Page | Path | Covers |
|---|---|---|
| Money umbrella | /workspace/financial/money | Tile menu — Invoices, Tax, How customers pay |
| Invoices | /workspace/financial/money/invoices | Numbering, payment terms, late fees |
| Tax | /workspace/financial/money/tax | VAT regime, KOR toggle, ICP, OSS |
| Payments | /workspace/financial/money/payments | Default payment method, instructions |
| Expenses | /workspace/financial/expenses | Defaults, depreciation toggles |
| Expense categories | /workspace/financial/categories | Workspace expense_categories table |
| Bank accounts | /workspace/financial/bank-accounts | Link your bank, sync transactions, vendor rules |
| Time & Travel | /workspace/financial/time-travel | Working hours, OV / NS, mileage |
Features
| Page | Path | Covers |
|---|---|---|
| Features | /workspace/features | Module on/off — quotes, contracts, objects, projects, recurring |
| Modules — appearance | /workspace/modules/appearance | App theme overrides applied workspace-wide |
Account
The "Account" group inside /workspace is the workspace's account — not yours. It owns the team roster and the subscription that the company pays for.
| Page | Path | Covers |
|---|---|---|
| Team | /workspace/account/team | Team members, accountants, roles, invites |
| Billing | /workspace/account/billing | Plan, Stripe customer portal, usage, invoices |
| Danger zone | /workspace/account/danger-zone | Workspace deletion |
Account settings (/me/...)
Personal to the logged-in user. Travels with you across workspaces.
The /me sidebar groups pages into three sections:
Account
| Page | Path | Covers |
|---|---|---|
| Profile | /me/profile | Display name, avatar, default workspace |
| Preferences | /me/preferences | Locale, date format, time format, theme |
| Notifications | /me/notifications | Email + push, per-type toggles, quiet hours |
Work
| Page | Path | Covers |
|---|---|---|
| Time & Travel defaults | /me/time-travel | Personal defaults overlaid on the workspace defaults |
| Connected | /me/connected | Google / Microsoft sign-in, Gmail / Outlook send, OAuth scopes per provider |
/me/time-registration and /me/travel exist as direct deep links to the two halves of /me/time-travel.
Security
| Page | Path | Covers |
|---|---|---|
| Security | /me/security | Password, TOTP + backup codes, passkey step-up, sessions, new-device email |
| Data | /me/data | CSV import/export, GDPR export, account deletion |
| Mobile | /me/mobile | Capacitor APK install, push tokens, mobile-specific toggles |
Where things moved
Quick reference for users following an old link or instruction.
| Looking for… | Now at |
|---|---|
| Company name & registration | /workspace/organization/company/about |
| VAT number | /workspace/organization/company/about |
| Logo & brand colour | /workspace/organization/company/look |
| Website / business page copy | /workspace/organization/company/website |
| Custom domain | /workspace/organization/company/address |
| Email signature | /workspace/email/signature |
| Email templates | /workspace/email/templates |
| Mailboxes & aliases | /workspace/email/mailboxes |
| Invoice numbering | /workspace/financial/money/invoices |
| VAT regime / KOR / ICP / OSS | /workspace/financial/money/tax |
| Payment instructions | /workspace/financial/money/payments |
| Expense categories | /workspace/financial/categories |
| Mileage rate / OV defaults | /workspace/financial/time-travel |
| Module on/off (quotes, contracts, …) | /workspace/features |
| Team members & roles | /workspace/account/team |
| Plan & subscription | /workspace/account/billing |
| Delete the workspace | /workspace/account/danger-zone |
| Your name & avatar | /me/profile |
| Language / date format / theme | /me/preferences |
| Notification preferences | /me/notifications |
| Password & 2FA | /me/security |
Bank accounts (moved from /me/bank-accounts) | /workspace/financial/bank-accounts |
| Connected Google / Microsoft account | /me/connected |
| CSV import & export | /me/data |
| Delete your user account | /me/data |
Permissions
- Workspace settings require team-admin permission. Non-admins viewing a
/workspace/...page see a banner explaining the page is admin-only; they can still read the values, but every input is disabled. - Account settings are always available to the logged-in user. There is no admin override for another user's
/mesettings.
Search & deep-linking
Cmd-K (Ctrl-K on Windows / Linux) opens a global search. Results from the settings index deep-link to the right page with ?focus=<anchor>, scrolling the matching card into view with a brief highlight. Use this instead of remembering paths — typing "VAT", "signature", "team", "password" all work.
Related pages
- Setup wizard — fills most workspace settings on first run, can be re-run.
- Set Up Your Company — first-time walk-through.
- Company settings — deep dive on the Organization > Company tree.
- Email integration — deep dive on
/workspace/email. - Team management — deep dive on
/workspace/account/team. - Bank feed — deep dive on
/workspace/financial/bank-accounts. - Billing & plans — deep dive on
/workspace/account/billing. - Profile — deep dive on
/me/profile. - Security — deep dive on
/me/security. - Data import & export — deep dive on
/me/data.