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GuidesSettingsGeneral settings

General settings

Go to Settings → General to configure your brand identity and defaults.

A workspace in Active Reach is a brand-tenant — one workspace per brand. Per-outlet overrides (store hours, manager phone, payment merchant) live under Locations, not here.

Brand identity

  • Workspace name — your brand name; displayed in the sidebar and used in campaign sender defaults
  • Business industry — affects which playbooks and benchmarks are shown
  • Business model — B2C, B2B, D2C, marketplace, or hybrid
  • Website — your primary domain

Regional settings

  • Timezone — default timezone for scheduling campaigns and displaying analytics
  • Country — primary operating country (affects currency, phone formatting, compliance rules)
  • Data region — where your workspace data lives (set during onboarding, not changeable after creation)

Branding

  • Logo — appears in emails, in-app messages, and campaign templates
  • Primary color — used as the accent color in templates and the visual editor
  • Brand colors — full palette for AI creative generation

These are pulled from your onboarding setup. Update them anytime — changes apply to future campaigns, not retroactively to sent messages.

Brand-tier defaults across products

Brand-wide defaults (commerce, reviews, loyalty, bill, chat, sales) are authored inside each product’s workspace page, not on a separate defaults route. Each product page renders a brand-tier card when the location chip-strip is set to All outlets, and renders the per-outlet override editor when a specific outlet is selected.

What’s next

Sync healthTeam & permissions