In the Workspace Settings section, you can update the business profile settings for your workspace. This includes your company details, logo, and contact information.
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This information will appear throughout the app. For Example, your logo will appear automatically on all exports, and your Instagram handle will appear under Linked Vendors on each Project Overview page.
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*Your Company/Business is automatically added as a Vendor available for assignment on all projects, and as a result, all Team Members can be assigned as Project Leads and Event Vendor Contacts.

Under the Members section, you can view and manage workspace members and their roles.

To invite new members, click Invite Member and enter their email address. You can assign them either Admin or Editor roles. Admins can manage team members and billing, while editors can not.
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*All Team members, regardless of their role, have access to all Projects and Events within the Workspace.

Tags and Groups have various uses and applications. These are primarily used in Timelines, where they can be added to line items, supercharging your views and allowing you to filter robust timelines down to what each stakeholder needs to know.

We provide you with a set of default tags that are most commonly used at Easton Events. You can customize the default vendor tags, client tags, and groups by hovering over existing tags and editing them with the three dots menu.
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You can create a new Vendor tag via the button Add Vendor tag, or you can edit an existing tag by hovering over it and clicking the three dots.

*Vendor tags can also be added on the fly directly from your timelines, so you don't need to build them out all at once, and they will automatically save back to your global settings.
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In addition to being able to add these to individual timeline line items, Vendor Tags can be added to Vendor companies in the Accounts database, so those tags apply automatically to any timeline line items that the Vendor company is added to.

Vendor tags are also one-to-one with Budget Categories. You can create vendor tags just for Timeline use, or just for Budget Categories, or a mix of both, since you can manage those individually inside of Budgets.
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Client Tags can also be assigned to line items on the Timelines and allow you to filter and export robust timelines for each client stakeholder, similar to Vendor Tags.
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*Think of these as your bucket of miscellaneous tags where you can add whatever you would like for your Timeline filtering, since they do not affect budget categories and cannot be assigned to Vendor Accounts.

Groups allow you to add any Vendor Tags or Client Tags into groups to speed up your assignment process if you have line items that often have many tags, like "Run of Show" items or global announcements.
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*Please note the "All Vendors" Group only includes the default Tags, and must be edited to include any new Tags that you add to your Customization settings.