Workspace settings
Name, industry, time zone, currency, automation limits and the attribution window.
In the panelProfile menu · Settings → WorkspaceOpen this screen in the panel
General
- Workspace name
- Appears in the top-bar picker and in invitation emails.
- Industry
- Free text — “ecommerce”, “SaaS”, “local services”. AI suggestions read this context; leaving it empty lowers their quality.
- Time zone
- Decides which day daily metrics and scheduled jobs land on. Changing it does not re-split past days.
- Currency
- Display only; past spend is not recalculated and accounts in different currencies are still never summed.
Automation and limits
- Default automation mode
- Suggest or autopilot. With suggest selected, no rule can apply anything on its own — even autopilot rules fall into the approvals queue.
- Largest budget change in one step
- A rule cannot change more than this ratio. An action above it is not silently clipped but refused and recorded with its reason.
- Daily action limit
- The total number of actions all rules may apply in one day.
Attribution
The attribution window decides within what period a conversion is credited to an ad. The options are 1, 7 and 28 day click windows, and their combinations with a one-day view window. Both rules and reports count with this window, so changing it affects every conversion number on screen.
Only Admin and Owner can change these settings; other roles can see them. Before saving, the screen states how many fields changed.