Post-Onboarding Workspace Management

YS Desk workspace configuration continues after the initial onboarding flow. These settings control workspace identity, regional formatting, operating schedules, and customer-facing branding.

Changes made in these settings apply to the workspace and can affect agent workflows, conversation handling, reporting, and Web Chat presentation.

Configuration Areas

Post-onboarding workspace management is divided into four configuration areas:

PagePurpose
Company Profile & IdentityManage workspace identity and company information such as industry, team size, company name, website, and address.
Language & Regional FormattingConfigure interface language, date format, time format, and reporting currency.

Access Requirements

Workspace-level configuration is restricted to users with the appropriate workspace administrative privileges.

The documented workspace management operations require the OWNER role.

Configuration Flow

A typical post-onboarding configuration flow is:

Complete Workspace Onboarding

        ↓

Company Profile & Identity

        ↓

Language & Regional Formatting

        ↓

Production Workspace Ready

Each configuration area can be updated independently after onboarding.

Need Help?

Email: support@ysdesk.com

Documentation: https://docs.ysplugins.com/ys-desk

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