The Settings area is where you configure your account and your whole workspace, from your personal profile to company details, billing behavior, integrations, and feature-specific options. The left-hand navigation groups the sections into three areas: General, Features, and a single account entry at the bottom. What you see depends on your role: most workspace-wide sections require the Manage Workspace permission, so members without it will only see their personal and payment-related options. See roles and permissions for how access is determined.
This article walks through each section so you know where to find a setting and exactly what it controls. Several sections support per-location overrides, which are explained in their own section near the end.
General settings
Personal
This is the only workspace-wide section every user can open, and it is the default view when you arrive. It holds your own basic information and a form to change your password. These settings are about you as a user, not the workspace.
Notifications
The Notifications section is split into two cards. Every user sees a Notification Preferences card with personal toggles for Messages (notifications when you get a new message), Visitor Check-ins (notifications when a visitor arrives for you), and Newsletters (whether you receive newsletters from this workspace).
If you have the Manage Workspace permission, a second Admin Notifications card appears below it. Each admin notification type has three toggles in its own column: Push, SMS, and Email. The notification types cover new resource bookings, a booking starting in 15 minutes, a booking ending, a booking being cancelled, new tour bookings, a tour starting in 1 hour, a tour starting now, pass purchases, event ticket purchases, asset signups, new support tickets, new member signups, and invoices being paid. All of these toggles default to enabled when you have not set a preference. For more on how notifications work, see notifications.
Company
The Company section stores your business details and your public-facing contact information. You can set your company name, email, phone, website, address, country, and timezone. The workspace name updates alongside the company name when you save. You can also enter your social media links for Facebook, Instagram, LinkedIn, and Twitter. The timezone you set here is used across the platform when displaying dates and times.
This section also includes an Initial Setup card with a Re-run Onboarding button. Using it resets the onboarding wizard so it appears again, letting you walk back through the setup steps for your workspace profile, branding, and background.
Branding
Branding controls how your workspace looks. You choose a primary color from a fixed palette of twelve preset colors (Gold, Black, Indigo, Emerald, Sky, Navy, Rose, Amber, Violet, Teal, Orange, and Slate). This color is used across buttons, tabs, and accents throughout the platform, and a live preview shows how a button will look. Only colors from this preset list can be selected.
Below the color picker is the Company Images form, where you manage your logos and imagery. Deskie stores separate images for a light logo, a dark logo, a light icon, a dark icon, a mobile icon, and a background image. The dark logo and the background are also used on your workspace login page.
Locations
The Locations section lists every location in your workspace and lets you add, edit, and delete them. Each row shows the location name, its assembled address, and its timezone. Creating and editing locations open dedicated panels. Each location can have its own resources, members, and settings. This section is only available on workspaces on the Enterprise plan, and it also requires the Create Locations permission. To understand how workspaces and locations relate, see workspaces and locations.
Staff (Roles)
This section manages who has admin access to your workspace. The Admin Members card lists current admins, who have full access to workspace settings and member management, and lets you add or remove admins. When you have a current location selected, a Location Managers card also appears so you can manage managers for that specific location. See roles and permissions for the full role model.
Integrations
Integrations is where you connect door access and payment systems. It includes:
- Kisi: enter your Kisi API key to automate member entry permissions. Once Kisi is configured, an additional Kisi Place Assignments card appears so you can map each of your locations to a Kisi place.
- Unifi Access: enter a host URL and API key to connect a Unifi Access controller. A live connection status indicator shows whether the connection is working.
- Deskie Access: enter a host, port, and API key to connect a Deskie Access door controller for direct relay-based door control on your local network, also with a connection status indicator.
- Stripe: a card for entering your Stripe secret key and publishable key to enable payment processing.
For door hardware specifics, see door access overview and Deskie Access. For payments, see connecting Stripe and the broader integrations overview.
Custom Emails
The Custom Emails section gathers the customizable transactional emails into one place. From here you can edit the Welcome Email sent to new members during onboarding (with a toggle to disable welcome emails entirely), the Tour Confirmation Email sent to prospects after they schedule a tour (with a toggle to send a custom confirmation), and the New Mail Notification text included in emails when members receive new mail (with a toggle to include custom text). A note reminds you that individual resources and passes can also carry their own custom email text, added on the Email tab when editing a resource or pass.
WiFi
The WiFi section lets you store WiFi network details per location: the network name (SSID), password, and security type (WPA/WPA2/WPA3, WEP, or an open network with no password), plus an option to mark the network as hidden. Deskie generates a QR code from these details so members can connect quickly.
Feature settings
The Features group holds settings tied to specific Deskie features. They are listed alphabetically in the navigation.
CRM
The CRM section configures your sales pipeline stages and pipeline automation. The settings load when you open the section. For how the pipeline is used day to day, see CRM pipeline.
Invoices / Payments
This section changes depending on your permissions. Workspace admins see the full set of finance controls, while members see a simpler view focused on their own payment methods.
For admins, the section includes:
- Billing cycle: set the anchor day of the month (1 to 28) on which monthly invoices generate; an invoice due date measured in days after generation (0 to 90, where 0 means due the same day); an auto-pause memberships threshold (0 to 180 days past due, where 0 disables it) that automatically pauses a member's access when an invoice stays unpaid; and an auto-charge unpaid invoices toggle that, when enabled, has Deskie attempt to charge saved payment methods daily for due unpaid invoices, with a configurable retry cadence in days. Enabling auto-charge prompts a confirmation first. See billing cycles and auto-charge.
- Invoice fees: optionally add a tax percent applied to every invoice payment, and a convenience fee percent that applies to card payments only and is skipped automatically when a customer pays by bank transfer (ACH). Both show up as line items and are included in Stripe charges. See tax and card fees.
- Payment Settings: choose your workspace currency and toggle Skip Payment Method During Onboarding, which lets members finish onboarding without adding a payment method.
- Stripe Settings: toggle Enable ACH Payments so members can pay by bank transfer. When ACH is on, a guided helper explains the required Stripe webhook setup and a field appears for your Stripe webhook signing secret. See payments and ACH.
- Stripe API keys: the same secret and publishable key card found in Integrations.
For members, this section shows a Payment Settings card where they can pick a default payment method and add a new one, plus a bank account setup card when ACH is enabled for the workspace.
The Mail section lets you add Custom New Mail Email Text, a custom message that is included in the notification emails members receive when new mail arrives for them. A toggle controls whether the custom text is included. The same control also appears in Custom Emails. For the mail feature itself, see mail handling.
Members (Onboarding)
This section configures what new members go through when joining. It includes a rich-text Membership Agreement, your legal terms that members must accept during onboarding, and a Welcome Email with a toggle to disable welcome emails. Both of these support per-location overrides. See inviting and onboarding.
Printing
The Printing section has an Enable Printing toggle that allows members and guests to submit print jobs, with charges added to their invoices. It also has a Print Server configuration card where you set the server URL and manage an API key (which you can copy or regenerate) for the on-site Deskie Print Server that handles printing via CUPS. The server URL must be reachable from the internet. See printers and printing.
Resources
This section holds booking rules for resources. It has two controls: Booking Cooldown, a buffer between consecutive bookings (no cooldown, 30 minutes, 1 hour, or 2 hours), and an Advance Booking Window that limits how far ahead resources can be booked (from 1 week up to 1 year, defaulting to 90 days). See booking a resource and resources overview.
Feed
The Feed section configures how your workspace social feed behaves. Notify everyone about new posts sends a push notification and email to workspace users when a new post is created, though authors are not notified about their own posts. On workspaces with more than one location, a Separate feed per location toggle also appears, which ties new posts to the author's current location so they are only visible to users with access to that location. When this is off, every location shares one workspace-wide feed, and posts made before the setting was turned on stay visible to everyone until they are updated. See community feed.
Tours
The Tours section sets your tour booking experience. It includes Tour Availability, where you enable each day of the week and choose start and end times for when tours can be booked; Calendar Conflict Checking, where you add iCal links (from Google Calendar, Outlook, or Apple Calendar) so tour times that clash with your existing schedule are automatically blocked; and a Tour Confirmation Email with a toggle for sending a custom confirmation message to prospects after they schedule. All three of these support per-location overrides. See tours.
Deskie (your account)
At the bottom of the navigation, separated from the feature settings, is the Deskie section. This is your workspace's own subscription to Deskie: it shows your plan overview and billing history. See your Deskie plan.
Per-location overrides
Some settings can differ from one location to the next. The Integrations, Members (Onboarding), and Tours sections support per-location overrides. When your workspace has more than one location, these sections show an Editing for selector at the top with a Workspace default option followed by a button for each location.
The logic works as a fallback. The workspace default values apply to any location that does not have its own override. Picking a specific location lets you set values that apply only there. When a location has its own override, that override is used; otherwise the location inherits the workspace default. On single-location workspaces the selector is hidden, since there is only the one set of values to edit.
For tours, the workspace-default tour windows, calendar links, and confirmation copy apply at any location without its own override. For onboarding, the workspace-default agreements apply the same way. This lets you keep one shared configuration while still tailoring specific locations where needed.
Who can change what
Most workspace-wide settings sections require the Manage Workspace permission. The Locations section additionally requires the Create Locations permission and is only available on the Enterprise plan. Members without the workspace permissions see a reduced Settings area: their Personal section, the personal Notification Preferences, and a member-focused payment view under Invoices / Payments. This keeps workspace configuration in the hands of owners and admins while still letting every user manage their own profile and payment method. For the complete breakdown of roles, see roles and permissions.