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Workspace settings, features and white label

Rename your workspace, choose what shows in the sidebar, and put your brand on the screens clients see when they connect. The owner can also hand over or delete the workspace.

Your assistant · Pozy connectedExample
Post the launch video to TikTok, Reels and Shorts tomorrow at 9, and answer anyone who asks about price.
list accountsupload mediavalidate post

I found @acme on TikTok, Instagram and YouTube. Here is the plan:

  • TikTok video, public, comments on
  • Instagram reel, shared to feed
  • YouTube Short, “Dark mode is here”
  • Tue 3 Nov, 09:00 Europe/Madrid · comment-to-DM on “price”

Shall I schedule it?

Yes, go ahead.
create postcreate comment automation

Scheduled on 3 platforms. I will reply to price questions with a DM.

Everything here lives under Settings. Owners and admins can change it. Other roles can look. See Invite your team and pick roles.

#Rename the workspace

  1. Open Settings, then Workspace.
  2. Change the Name, the Slug or the logo with Upload logo.
  3. Choose Save.

The name shows in the workspace switcher, invitations and emails.

#Choose what shows in the sidebar

  1. Open Settings, then Features.
  2. Turn each feature on or off. They are grouped: Publish & engage, Messaging, Ads & commerce, Data and Developers.
  3. Or use a shortcut:
    • Keep it simple: Connections, Posts, Analytics, Inbox and Inputs only.
    • Show everything: every feature.
    • Run setup again: go back through the first setup.

Show advanced tools adds the full list of actions at the bottom of each page. It is for people who work with the API.

When a client opens your connect link, a short welcome screen can show your name and logo before the platform's sign-in.

  1. Open Settings, then White label.
  2. Turn on Show the welcome screen on every connect link.
  3. Add your Brand name and Logo URL. Pick Colours, a Font and a Banner.
  4. Change the Wording if you like. {brand} and {platform} fill in by themselves.
  5. Add your Terms URL and Privacy URL under Legal links.
  6. Choose Save. Then Open a real test link to see it as your client will.

#Hand over or delete the workspace

Only the owner sees these, on Settings, then Workspace.

  • Transfer ownership: choose a member, then Transfer. They become the owner, with billing and deletion. You become an admin and cannot undo it yourself.
  • Delete workspace: type the workspace name, then choose Delete forever.

#Or ask your AI

Set up my connect welcome screen: brand name My Agency, our logo, and our terms and privacy links. Turn it on for every connect link, and show me the settings before you save.

#Good to know

  • Hiding a feature only tidies the sidebar. Its pages, the docs and your AI keep working. To stop an AI, see Control what your AI can do.
  • The sidebar choice applies to everyone in the workspace.
  • Team, usage, billing, referrals, settings and support always stay in the sidebar.
  • The welcome screen shows for about a second, then sends your client to the platform. Keep the heading short.
  • The platform's own consent screen still shows Pozy. Using your own platform apps there is not available yet.
  • Deleting is for good. It disconnects every account, removes every profile and member, revokes API keys and stops webhooks. Scheduled posts do not go out. Your plan ends, with a final bill for usage so far. See Plans and usage.

Related: Invite your team and pick roles, Give a client a connect link, Use Pozy from Zapier, Make or n8n

Building with the API? The developer guide for this feature.

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