Workspace Settings

Change your workspace name, portal address, time zone and working hours, brand the client portal with your logo, color, layout and header, and remove the sample client or the whole workspace.

Workspace settings control how your business appears to clients and how Upclient behaves for everyone in your workspace. Open Settings in the sidebar to find the General, Portal, Team, and Billing tabs.

How to update your workspace details

On the General tab:

Name: your business name, shown to your team and your clients.
Client portal address: the address where your clients sign in to their portal. Click Edit to change it; Upclient checks that the new address is available. Changing it breaks portal links you have already shared.
Time zone: used for due date reminders, other scheduled notifications, and contracts: the date a contract fills in and the signing times printed on the signed PDF (for example “November 14, 2026 at 9:41 AM PST”). Projects can use their own time zone. See Project Settings.

Click Save changes when you’re done.

How to set working hours

Also on the General tab, Working hours tells workflows when your team works. The default is Monday to Friday, 09:00 to 17:00, in the workspace time zone.

Under Working days, click a day to turn it on or off.
Set Starts at and Ends at. The day must end after it starts.
Click Save working hours.

Workflow waits counted in working days skip days off, and a wait that starts outside working hours counts from the next working morning. A wait set to continue at a time of day only continues on a working day. See Workflows.

How to customize the client portal

The Portal tab controls how your client portal looks and how clients sign in. It has these sections:

Portal address: your client portal’s full address. Click Copy to share it with a client. To change it, use the General tab.
Branding: your Logo and Brand color. Click Save branding to apply them.
Layout: Sidebar navigation or Top navigation.
Sidebar color (or Top bar color with top navigation): Light or Brand.
Banner: the banner at the top of the portal home page and sign-in screens.
Portal security: whether clients must set a password.

Layout, sidebar or top bar color, banner, and portal security are saved as soon as you change them. Home, Projects, Tasks, Messages, and Files are always shown in the portal. Click Preview Portal at the top of the tab to see the result as a client would. See Client Portal.

How your brand color is used

Upclient builds the portal’s look from your one brand color, so you don’t have to pick a palette. Leave Brand color empty to use the default green.

Buttons are filled with your brand color. Their text is white or dark, whichever is easier to read on your color.
Links, the active page in the navigation, and selected filters use a shade of your brand color that stays readable on white, even when your color is very light.
Highlights, such as the upload area and the selected conversation, use a light tint of it.
The logo tile shows your logo. Without a logo, it shows your workspace’s first letter on your brand color, or on white in a Brand sidebar or top bar.
The home page banner uses your brand color unless you upload a banner image. Its text is white or dark, like the buttons.

Everything else stays neutral, so your color stands out where it matters. Task statuses are grey, except Needs attention (amber) and Completed (a tint of your brand color).

The logo also appears in emails to clients.

Under Layout, choose how clients move around the portal on a computer. Each option shows a small preview in your brand color.

Sidebar navigation (the default): a menu on the left with Home, Tasks, and each project with its pages, Tasks, Messages, and Files.
Top navigation: a bar across the top with Home, Tasks, Messages, Files, and a Projects menu that lists each project with its pages, Tasks, Messages, and Files. Messages and Files open the project the client is in, or their first project. The bell and the account menu sit on the right.

On a phone both layouts look the same: a header with a menu button, your logo and the bell, and a tab bar at the bottom of the screen.

The next section is named after the layout: Sidebar color or Top bar color. Choose how the navigation looks:

Light (the default): a neutral sidebar or top bar, with your brand color on the active page and the logo tile.
Brand: the sidebar or top bar in a deep shade of your brand color, with white text and a white logo tile.

Both keep your brand color on buttons and links. The color applies to whichever layout you use, so if you switch layouts your choice is kept.

The banner sits at the top of the portal home page, behind the client’s greeting and progress. The same banner appears above the portal’s sign-in screens.

Under Banner, the preview shows how the banner looks with your brand color.
Pick Plain (the default: your brand color with a soft gradient), or one of the patterns: Waves, Diagonal, Dots, Circles, or Contours. Or click Upload image to use your own.

Your choice is saved as soon as you click it. Patterns are drawn in your brand color, in the same white or dark as the banner text, and follow it when you change the color. They are strongest on the right and fade out under the greeting so it stays easy to read.

Text on an uploaded image is white on a darkened overlay, so it stays readable on any image. To stop using an image, pick Plain or a pattern.

Portal security

Turn on Require password to make clients who sign in with an emailed link create a password before they can see their projects. After that they can sign in either way. Turning it off again doesn’t remove passwords clients already set. See Client Portal.

How to remove the sample client

If you chose a starter when you set up your workspace, it added a sample client: one company, one contact and one sample project. On the General tab, the Sample client section names it. Click Remove sample client and confirm to delete the company, the contact and the sample project. The templates, forms and contracts the starter added stay in your workspace, and so do projects you created from those templates.

While the sample client exists, the Projects and Clients pages show a one-line note under the page title, such as “Meridian Hotels is a sample client.” Click Remove sample client there to remove it the same way, or Dismiss to hide the note.

How to delete a workspace

On the General tab, click Delete workspace.
Read the list of what gets deleted.
Type your workspace’s address and click Delete workspace.

Deleting a workspace permanently removes it with all of its projects, clients, companies, messages, files, templates, forms, contracts, and workflows, removes everyone’s access, closes its client portal, and cancels its subscription straight away. It can’t be undone.

Only Owners can delete a workspace. If the trial or subscription has ended and the workspace is locked, Owners find the same Delete workspace section at the bottom of the Your trial has ended page. See Billing.