# Workspace settings

Everything about your workspace lives under **Settings**: workspace details, API access, and activity. The page has eight tabs down the left side: **General**, **Business**, **Numbering**, **Taxes**, **Team**, **API Keys**, **Webhooks**, and **Activity**. Each tab has its own address, so you can bookmark or share a link straight to it.

Settings needs an active business. If you have not picked one yet, the page shows **Select a business first** instead of the tabs; choose a business from the switcher in the header and come back.

## General

The **General** tab shows the selected business, your own account details, and a password form.

### Business

The business card is read-only. It shows the active business's **Name**, **Slug**, and **Tenant ID**. You cannot edit these here; a value that is not set shows as a dash.

### Update your account details

1. Open **Settings** and stay on the **General** tab.
2. Edit the fields in the account card.
3. Click **Save changes**. A **Saved.** confirmation appears next to the button when it goes through.

| Field | Description |
| --- | --- |
| Name | Your display name. Required. |
| Email | Read-only. The field is disabled; contact support to change your email address. |
| Phone | Optional. Cleared if you empty it. |
| Company name | Optional. Cleared if you empty it. |
| Company type | Optional free text. Cleared if you empty it. |

If something is invalid, the error appears directly under the field it belongs to.

### Change your password

Changing your password signs you out of all other sessions. The device you change it on stays signed in; every other browser or device has to log in again.

1. On the **General** tab, scroll to the change password card.
2. Fill in **Current password**, **New password**, and **Confirm new password**.
3. Click **Change password**. On success you see **Password updated.** and the fields clear.

If the new password and its confirmation differ, you get **Passwords do not match.** before anything is submitted.

## Business profile

The **Business** tab holds the legal identity that goes on quotes, invoices and outgoing emails: legal name, address, tax ids, banking, signature and document defaults. Only the account owner can save changes here; other members can view the tab but a save attempt fails.

At the top, three status pills show what is still missing:

| Pill | Complete when |
| --- | --- |
| Legal identity | Legal name, street, postal code, city, country and registration number are all filled in. |
| Signing | Signer name and a signature image are both set. |
| Sender | Sender email or email is filled in. |

The form is grouped into cards:

| Card | Fields |
| --- | --- |
| Legal identity | Legal name, Trade name |
| Address | Street, Number, Postal code, City, Country (2-letter code, e.g. `NL`) |
| Tax ids | Registration number (KvK), VAT id |
| Banking | IBAN |
| Signing | Signer name, Signature |
| Sender | Sender name, Sender email, Email, Phone, Website |
| Document defaults | Quote validity (days), Payment term (days), Document language, Currency, Terms and conditions, Invoice footer note |

Clearing a text field and saving clears the stored value. VAT id, country and currency are uppercased automatically; the IBAN is validated and normalized on save.

### Upload a signature

1. Open **Settings**, go to the **Business** tab, scroll to **Signing**.
2. Click **Upload signature** and pick an image (PNG, JPEG, WebP or AVIF).
3. The image uploads as private media and is attached to the profile immediately — there is no separate save step for the signature.

The signature preview uses a short-lived signed URL; it is not a public link. Click **Remove** to detach the signature (the underlying file is not deleted).

### Save the rest of the profile

1. Edit any fields in the other cards.
2. Click **Save changes**. A **Business profile saved.** confirmation appears next to the button.

Field-level validation errors appear under the field they belong to; a form-level error appears above the button, for example when you are not the account owner.

## Numbering

The **Numbering** tab defines how quote, invoice, credit note and order numbers are built. It has two cards: **Document types** and **Number series**.

### Document types

A document type is a short label with a prefix that number series can borrow. For example a type named `Bouw` with prefix `B` lets an invoice series render `B2026-0811`.

1. Open **Settings**, go to the **Numbering** tab.
2. Fill in **Name** and **Prefix**, then click **Add**.
3. Use **Edit** on a row to change it, or **Delete** to remove it.

| Field | Description |
| --- | --- |
| Name | Free text, up to 100 characters. |
| Prefix | 1 to 3 characters, uppercase letters and digits only (`A-Z`, `0-9`). Unique within your workspace. |

A type that a number series points at cannot be deleted: you get **This document type is used by a number series and cannot be deleted.** Point the series at another type first. Its prefix is frozen for the same reason: while a series uses the type you get **This document type is used by a number series; its prefix can no longer change.** Name and sort order stay editable.

### Number series

A series turns a running counter into the number a document actually carries. Click **New series** to add one, or **Edit** on a row.

| Field | Description |
| --- | --- |
| Applies to | **Quotes**, **Invoices**, **Credit notes** or **Orders**. |
| Document type | A document type, or **Any type** for a series that is not tied to one. |
| Prefix | Optional, 1 to 8 characters (`A-Z`, `0-9`, `-`). Overrides the document type's prefix. |
| Format | The number template. Must contain `{SEQ}`. Other tokens: `{PREFIX}`, `{YYYY}`, `{YY}`, `{MM}`. |
| Sequence digits | 1 to 8. How wide `{SEQ}` is zero-padded. |
| Reset | **Never**, **Yearly** or **Monthly**. When the counter starts over. |
| Display | **Plain**, or **Monthly offset (hides volume)** so the numbers do not reveal how many documents you issue. Monthly offset requires a monthly reset. |
| Default | The series used when nothing more specific matches. One default per **Applies to** + **Document type** pair; marking a new one demotes the old one. |

The format has to carry the token its reset cycles on, or the same number would come back next period: a monthly reset needs `{MM}` plus a year token (`{YYYY}` or `{YY}`), and a yearly reset needs a year token.

The table lists every series with its **Next number** — what the next document would get, without consuming it. While editing a saved series you can also pick a date under **Preview** to see the number that date would produce.

### Series that already issued numbers

Once a series has handed out a number it is locked: the row shows an **In use** badge, and in the form every field except **Default** is greyed out with **Numbers were already issued; only the default flag can change.** Its **Delete** button is disabled (hovering shows **This series already issued numbers and cannot be deleted.**). Create a new series instead and mark it default.

## Taxes

The **Taxes** tab holds the VAT rates for the business. Tax classes are core: every business has them, whether or not the Webshop module is enabled. A new business starts with three Dutch defaults — **Standaard 21%** (the default class), **Verlaagd 9%** and **Nultarief 0%** — which you can rename, re-rate, or delete.

### Prices include VAT

The **Prices include VAT** toggle controls whether catalog prices are treated as VAT-inclusive at checkout. It saves the moment you flip it; there is no Save button. The card only appears when the Webshop module is enabled for the business, because the setting belongs to checkout.

### Tax classes

Tax classes define the VAT rates you can assign to products and quote lines.

1. In the tax class card, enter a **Name** and a **Rate %** (0–100; a comma works as decimal separator).
2. Click **Add**.

To change a class, click **Edit** in its row; the card switches to edit mode with **Save** and **Cancel** buttons.

The default tax class is different: its row shows a `default` badge instead of an **Edit** button, has no selection checkbox, and cannot be edited or deleted from this screen.

To delete non-default classes, select them with the checkboxes and use the bulk **Delete** action (asks for confirmation).

## Activity

The **Activity** tab is a read-only audit log: a record of changes in this workspace, including actions taken by Borkol support on your behalf.

Each row shows:

| Column | Description |
| --- | --- |
| When | Date and time of the action. |
| Action | What happened, in plain words. |
| Target | The record the action touched (for example a model name and its number), or a dash. Hidden on small screens. |

Rows performed by Borkol staff on your behalf carry a **Borkol support** badge; hovering it shows "Performed by a Borkol admin on your behalf".

### Filter and page through the log

- **Action** filter: type part of an action name (for example `module`) to narrow the list. The filter applies as you type.
- **From** and **To** date filters limit the log to a date range.
- Changing any filter takes you back to page 1.
- Use **Previous** and **Next** to page through results. The footer shows the total count and which page you are on.

An empty log shows **No activity yet.**