Workspace Settings Overview

Workspace Settings is where you configure everything about how your WittyForm workspace operates. From general preferences to team management, all configuration lives in one centralized place.

Navigating to Settings

Click Settings in the left sidebar of your WittyForm dashboard. The settings page is organized into tabs, each covering a different area of configuration. You can switch between tabs at any time without losing unsaved changes.

General Tab

The General tab covers your core workspace configuration:

• Workspace Name: Set the name of your workspace. This appears in the dashboard header, team invitations, and notification emails.
• Timezone: Choose the timezone for your workspace. All scheduled actions, analytics timestamps, and form scheduling use this timezone.
• Language: Set the default language for the workspace interface and form builder.
• Default Form Settings: Configure defaults that apply to all new forms created in this workspace, such as default theme, notification preferences, and CAPTCHA settings. Individual forms can override these defaults.

Notifications Tab

Control how and when you receive notifications:

• Email Preferences: Choose whether to receive email notifications for new form submissions, and configure which email addresses receive them.
• Digest Frequency: Instead of getting an email for every single submission, opt for a daily or weekly digest that summarizes all new responses in one email.
• Event Triggers: Select which events trigger notifications, such as new submissions, payment received, form errors, response limits reached, or team member actions.

Data Export Tab

Manage bulk data exports and compliance requests:

• Bulk Export: Export all responses across all forms in your workspace at once. Useful for backups, migrations, or comprehensive analysis.
• Export Formats: Choose from CSV, Excel (XLSX), or JSON formats depending on your needs.
• Scheduled Exports: Set up automatic recurring exports (daily, weekly, or monthly) that are emailed to specified recipients.
• GDPR Data Requests: Process data subject access requests by exporting all data associated with a specific email address across all forms. This helps you comply with GDPR and similar data privacy regulations.

Branding Tab

Customize the visual identity of your forms and communications. Upload your logo, set brand colors, and configure how your brand appears across forms. For detailed white-label configuration, see the White Label help articles.

Email Tab

Configure your email sending settings. Connect a custom SMTP provider or email service to send form notification emails from your own domain. For setup instructions, see the Email Notifications help article.

Payments Tab

Connect your Stripe account to accept payments through your forms. Configure payment settings including currency, test mode, and transaction notifications. Once connected, you can add payment fields to any form in your workspace.

Team Tab

Manage who has access to your workspace. Invite Editors, review pending invitations, and remove members. For a detailed guide on team management, see the Team Management help article.