How to Manage Workspace Settings

Managing your Workspace Settings in ClickFunnels allows you to customize your workspace to suit your needs. Whether you need to update the workspace name, add or manage team members, or adjust other settings, this article will provide clear, step-by-step instructions. By customizing these options, you’ll be able to tailor your workspace to meet your specific project needs.

Requirements

• An active ClickFunnels account

Accessing Workspace Settings

1. n the ClickFunnels dashboard, go to Workspace Settings at the bottom left.

2. Click Workspace Settings to open the management page.

Editing Workspace Details

1. Locate the Edit Workspace Details section.

2. Update the following:

   1. Workspace Name: Change the name of your workspace.

   2. Workspace Logo Icon: Upload or change the logo icon for your workspace.

   IMPORTANT

   Workspace & Site Subdomain cannot be edited at the moment. However, you can upvote this feature request to get notified when it is released. In the meantime, you can connect your custom domain/subdomain and use that in the site settings. For more details, check out this How to Connect a Domain to Your Site and Funnel article.

Configuring Payment Settings

1. In Payment Settings, select your payment processor:
   

   • Stripe: Accepts global payments.Learn more in Setting Up Stripe as a Payment Gateway in ClickFunnels.

   • Payments AI: Multi-gateway payment processing. Learn more in Accepting Payments - Introduction to Payments AI.

2. Choose a default payment processor from the dropdown.

3. Select a currency Refer to the How to Set Workspace Currency in ClickFunnels article for more information.
   

   IMPORTANT

   Once an order has been placed, the workspace currency cannot be changed.

4. Click Update Workspace to apply changes.

Payments AI Settings  

1. Under Payment AI Settings, enable the desired billing methods (e.g., Credit Card, Apple Pay, Paypal). This will allow payments to be collected across the entire workspace.
   

2. Once enabled, you can add products to your store, and customers will be able to complete the checkout process.

Enabling billing methods at the workspace level ensures that payment processing is activated for all relevant areas within your workspace.

Customizing Order Numbers

1. In the Order Number Format section, add a prefix or suffix to order numbers (e.g., #1001-AA).
   

2. Click Update Workspace to save.

Deleting Test and Draft Orders

1. Click Delete Test Orders to remove all test orders and payments.
   

2. Confirm the action in the pop-up.
   Learn more in the How to Delete Test and Draft Orders From Your Workspace article.

   WARNING

   This action is irreversible and will permanently delete all test data. Proceed with caution.

Editing Team Settings

Click on the button to invite new team members, change the time zone, team language, and more. For detailed instructions, refer to the How to Add Team Members or Subusers for Collaboration article.

Deleting a Workspace

1. Scroll to Delete Workspace at the bottom of the settings page.

2. Click Delete and confirm the action.

   WARNING

   This action will permanently erase all workspace data, including contacts, funnels, workflows, etc. Once deleted, this data cannot be recovered. Proceed with caution.