Workspace settings
Organisation, products, currencies, email behaviour and lifecycle.
Currencies and your workspace currency
Configure your workspace reporting base currency, manage active billing currencies, and view or edit FX rates against the USD pivot.
Admin · Finance · 3 min readEmail sending and behaviour
Configure workspace notification templates, per-account email overrides, and delay, batching, and blocker escalation timing.
Admin · 4 min readWorkspace settings overview
Understand how workspace administration and personal preferences are organized across the ValueRamp settings rail.
Admin · 3 min readLifecycle phases and how accounts move
Understand the five account lifecycle phases, automated nightly detection logic, contract renewal windows, and churn wind-down.
Admin · 4 min readOrganisation, products and accounts settings
Configure organization details, customer portal branding, managed account tier limits, and product SKUs.
Admin · 4 min readSet up single sign-on for your team
Configure enterprise single sign-on (SAML 2.0 or OIDC) with automated DNS domain verification, live connection tests, and staff enforcement policies.
Admin · 4 min read