Check your workroom defaults

Find the currency, timezone and privacy settings your team shares, and distinguish them from your personal preferences.

Before you start: Open the workroom you want to check. You need access to its Settings.

Steps

1. Choose the workroom from the top-bar workroom selector. Check its name before opening settings.

2. Open the gear → Workroom Settings → Company setup → Info. Under Workspace Identity, check Workroom name. This is the shared workroom, not your personal profile.

3. Read Default currency and Default timezone. Use these defaults when agreeing how your team will enter amounts and interpret dates. Read any helper text about module-specific settings.

4. Check the selected privacy option and its explanation. If you are an administrator considering a change, first understand who should be able to find and join this workroom.

5. For your own preferences, open My Profile → Preferences instead. A personal preference and a workroom default apply at different levels.

Expected result

You know which workroom you are using and where to find its shared defaults and your personal preferences.

Common pitfalls

• Changing a default currency does not convert existing amounts.
• A date-only deadline still needs an agreed time if the work must finish at a specific hour.