General Settings
Update the workspace name, control delivery mode, and set the default timezone for the workspace.
Overview
The General Settings page controls the core workspace settings used across delivery and scheduling. Today, the page includes three main configuration areas:
- workspace name
- delivery mode
- workspace timezone
The page also shows the workspace UUID in the header for reference.
Before you start
- Open the correct workspace before making changes, since these settings are workspace-specific.
- You need write access in the workspace to update general settings.
- Be careful when changing delivery mode, since it affects whether messages are simulated, sent normally, or never sent.
Open General Settings in the dashboard
Open your workspace
Go to the Dashboard and switch into the workspace you want to manage.
Open Settings
Use the main navigation to open Settings.
Stay on General
Open General Settings from the settings panel, or stay on the default General screen if it opens first.
Update the workspace name
Find the Workspace Name field
Locate the Workspace Name field near the top of the page.
Enter the new name
Update the name to the label your team should use for this workspace.
Save the change
Click Save to apply the updated workspace name.
Choose the delivery mode
Find Delivery Settings
Scroll to the Delivery Settings section.
Choose the appropriate mode
Select the delivery behavior that matches the workspace state:
Sandboxfor simulated delivery that never reaches real inboxesSend Allfor normal message deliveryNeverwhen messages should not be sent at all
Save the change
Click Save to apply the updated delivery setting.
Set the workspace timezone
Find the Timezone section
Locate the Workspace Timezone field on the page.
Choose the timezone
Select the timezone the workspace should use as its fallback.
Understand the fallback behavior
Leadpush uses this timezone when a contact record does not already have its own timezone.
Save the change
Click Save to apply the updated timezone.
When to use each delivery mode
| Mode | What it does |
|---|---|
Sandbox | Simulates delivery and does not send to real inboxes |
Send All | Sends messages normally |
Never | Prevents messages from being sent |