Workspace settings
Find your way around Settings in the Mevrik console, and set up your workspace, team, business hours, notifications, custom fields and profile.
7 articles
Articles
- Change your workspace settingsChange your workspace name, workspace URL, timezone, language and support email in Settings → General, and learn what happens when you change the URL.Read article
- Manage your team and rolesSee what the Owner, Admin, Supervisor, Agent and Viewer roles can do in Mevrik, and how to change someone's role, resend or revoke an invitation, or remove a teammate.Read article
- Set your business hoursTell Mevrik when your human team is available. Choose a weekly schedule, check whether you're open right now, and see how it works with your AI agent.Read article
- Choose your notificationsChoose which Mevrik events notify you by email or push, and add an extra on-call recipient for emergency alerts in Settings → Notifications.Read article
- Add custom fields to your customersCreate your own fields, such as plan tier or renewal date, to store extra details on every customer record. Edit, require or delete them in Settings → Custom fields.Read article
- Personalise the consoleSwitch between light and dark mode, pick an accent colour, background, typeface and text size. These choices are saved in your browser only.Read article
- Update your profileChange your name, photo, phone number, timezone, language and password on the My profile page, and see which device you're signed in on.Read article
Settings is where you set up your workspace. Open it from the console sidebar, or from your profile menu with Workspace settings.
The settings menu on the left is split into four groups:
| Group | What's in it |
|---|---|
| General | General, Team & access, Billing & plan, Business hours, Custom fields, Notifications, Personalisation |
| Conversations | Assignment & routing, Canned responses, Action approvals, CSAT Survey |
| Connections | Channels, Mevrik Connect, Mevrik Messenger |
| Security & control | Security & control |
You only see the sections your role allows. For example, Billing & plan is only for Owners and Admins, and the Agent role sees only General, Personalisation and Security & control. See Team and roles for the full picture.
Guides in this section
- Change your workspace settings: name, workspace URL, timezone, language and support email.
- Manage your team and roles: who can do what, and how to change a role or remove someone.
- Set your business hours: when your human team is available.
- Choose your notifications: what Mevrik tells you about, by email and push.
- Add custom fields to your customers: store your own details on every customer record.
- Personalise the console: mode, accent colour, background and text size, saved in your browser.
- Update your profile: your name, photo, phone, timezone and password.
Settings covered in other sections
- Channels and Mevrik Connect: see Connect your channels and Mevrik Connect.
- Assignment & routing, Canned responses and CSAT Survey: see Inbox.