# Manage workspace settings — Stacks help > Settings holds workspace configuration. Day-to-day agent approvals are under Agents. Markdown version of https://stackscrm.com/features/workspace-settings — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt --- #### Getting started - [Create your account](https://stackscrm.com/features/create-account-set-up-workspace) - [Invite your team](https://stackscrm.com/features/invite-team-set-roles) - [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour) #### CRM - [Import your contacts](https://stackscrm.com/features/import-contacts) - [Add a contact](https://stackscrm.com/features/add-contact) - [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags) - [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline) - [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts) - [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form) - [Export your contacts](https://stackscrm.com/features/export-contacts) #### Email marketing - [Send a campaign](https://stackscrm.com/features/send-email-campaign) - [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence) - [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms) #### Reviews - [Request a review](https://stackscrm.com/features/request-customer-reviews) - [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai) - [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget) #### Invoicing - [Create an invoice](https://stackscrm.com/features/create-and-send-invoice) - [Send an estimate](https://stackscrm.com/features/send-estimate-quote) - [Get paid online](https://stackscrm.com/features/payment-links) - [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices) - [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit) - [Projects & billable time](https://stackscrm.com/features/bill-project-time) - [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions) #### Scheduling - [Set your availability](https://stackscrm.com/features/set-availability-take-bookings) - [Create an appointment type](https://stackscrm.com/features/create-appointment-type) - [Share your booking link](https://stackscrm.com/features/share-embed-booking-link) #### Support - [Manage support tickets](https://stackscrm.com/features/manage-support-tickets) #### Tasks & time - [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks) - [Track & bill time](https://stackscrm.com/features/track-and-bill-time) #### AI & automation - [Turn on AI](https://stackscrm.com/features/turn-on-ai) - [Build an automation](https://stackscrm.com/features/build-an-automation) #### Connecting your tools - [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments) - [Connect email provider](https://stackscrm.com/features/connect-email-provider) - [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms) - [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile) - [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc) #### Workspace and additional guides - [Review agent approvals](https://stackscrm.com/features/review-agent-approvals) - [Manage companies](https://stackscrm.com/features/manage-companies) - [Import from another CRM](https://stackscrm.com/features/import-crm-records) - [Manage email templates](https://stackscrm.com/features/manage-email-templates) - [Manage appointments](https://stackscrm.com/features/manage-appointments) - [Set up standing appointments](https://stackscrm.com/features/recurring-appointments) - [Review feedback reports](https://stackscrm.com/features/review-feedback-reports) - [Create review story images](https://stackscrm.com/features/manage-review-stories) - [Configure customer reviews](https://stackscrm.com/features/configure-reviews) - [Manage workspace settings](https://stackscrm.com/features/workspace-settings) - [Manage the product catalog](https://stackscrm.com/features/manage-products) - [Configure email alerts](https://stackscrm.com/features/configure-email-alerts) - [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access) - [Read API activity](https://stackscrm.com/features/api-activity) - [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks) - [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits) - [Read workspace activity](https://stackscrm.com/features/workspace-activity) - [Request help from Stacks](https://stackscrm.com/features/request-platform-help) - [Triage platform requests](https://stackscrm.com/features/platform-request-triage) [Help guides](https://stackscrm.com/features) # Manage workspace settings Settings holds workspace configuration. Day-to-day agent approvals are under Agents. ## General Open Settings → General to choose the workspace timezone. Eastern Time (America/New_York) is the default and switches automatically between EST and EDT. Activity timestamps, local date defaults and reports follow your choice for everyone in the workspace. Existing appointments and scheduled emails keep their actual time; invoice due dates stay on the date entered. Availability hours follow the selected timezone, while existing standing appointment schedules retain their own labeled timezone. ## People and connections Use Users for team access, Email and SMS for sending providers, Payments for Stripe, and Deliverability for sending-domain checks. These are separate configurations. ## Find operational work Agents opens Approvals. Automations remains its own module. API Keys and API Reference remain in Settings; their links and credentials do not replace a user’s sign-in session. Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.