Configure Your Workspace
Set the defaults once, then move faster everywhere else. WorkOnward Reach settings define how your workspace sends email, presents your brand, and stays compliant.
Before you begin
- Open Settings
- Make sure you have permission to update workspace-level defaults
- Decide which values should apply across campaigns, templates, and AI workflows
Step by step
- Start with General to confirm support email and timezone.
- Set Sending defaults for sender name and reply-to behavior.
- Fill in Compliance details so legal footer information stays accurate.
- Update Brand Defaults to keep templates visually consistent.
- Review AI Defaults so generated content matches your voice.
What settings affect most often
- Support email and timezone
- Default sender name and reply-to address
- Company name and address
- Brand logo, fonts, colors, and footer defaults
- AI brand voice and model readiness
What happens next
Once these settings are in place, WorkOnward Reach can apply the same baseline across templates, campaigns, and AI-assisted writing. That reduces setup time and keeps every send aligned with your workspace standards.
Tips
- Save settings before building new templates or campaigns
- Use one consistent sender name across outreach to build recognition
- Revisit brand and compliance defaults whenever your company details change
Next step: Update general settings