> ## Documentation Index
> Fetch the complete documentation index at: https://docs.compuzign.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Workspace setup
> Configure your workspace branding, manage branches, and understand what is fixed at onboarding and what you can change later.
The workspace setup area is where an Administrator controls your workspace branding, branches, and the settings fixed at onboarding.
Each credit union on the platform has its own private, isolated workspace. Your workspace is identified by a unique slug that appears in every URL your team uses. As an **Administrator** you can configure branding and view your branches. A few settings are fixed at onboarding and cannot be changed afterward.
**Required role:** Administrator (`admin.tenant.manage` capability)
## Your workspace slug
Your workspace slug is the short, URL-safe identifier assigned to your credit union at onboarding. It appears in every URL your team uses, for example:
```
/my-credit-union/loans
/my-credit-union/admin/products
```
The slug appears in every URL your team uses, and it is baked into your onboarding records. Loan IDs do not use the slug: they embed the **branch code** instead, for example `MDVL-AUTO-00001`. Audit records are keyed to your workspace, not to the slug text. Because it is fixed into so many permanent links, **the slug cannot be changed after onboarding**.
Your workspace slug cannot be changed after onboarding. Every URL references this
value, and it is baked into your onboarding records. If you believe your slug
needs to change, contact support before going live. It is far simpler to
correct before any loans are created.
## Updating branding
Navigate to **Administration → Settings → Branding** (route `/admin/tenant/branding`) to update your credit union's visual identity and communication settings. Changes take effect immediately. New emails and newly generated loan agreement PDFs use the updated values.
Branding changes are not retroactive. Loan agreement PDFs that were already
generated keep their original branding. Only PDFs generated after you save
the change reflect the new settings.
Every branding change writes an audit event: `tenant.branding.updated` for the settings fields, and `tenant.branding.logo.uploaded` / `.logo.removed`, `tenant.branding.letterhead.uploaded` / `.letterhead.removed`, and `tenant.branding.icon.uploaded` / `.icon.removed` for each asset.
The Branding page exposes these fields:
A hex color code such as `#003366`, used across the workspace UI, on
outbound emails, on loan agreement PDFs, and on sign-in pages. Stored as
`primaryColor`. Defaults to `#6366F1`.
The display name members and staff see in the **From** field of
notification emails, for example `My Credit Union`. Stored as
`emailFromName`, 1 to 80 characters. The sending address itself is managed
by the platform.
A short text header printed at the top of every PDF loan agreement
generated in your workspace. Stored as `agreementLetterhead`. Up to 2,000
characters.
Your workspace name appears in the platform UI and as the prefix on outbound
email subject lines, but it is the immutable workspace name set at onboarding,
not a Branding field. There is no editable credit-union-name input on this
page.
On a brand-new workspace the branding record is created the first time you save
a setting or upload an asset, so before that the primary color shows the
`#6366F1` default while the email from-name and letterhead text start blank.
Until you set one, outbound emails use the default from-name "Loans Team".
### Uploading your logo
On the Branding page you can also upload your credit union's logo. Accepted formats are PNG, JPEG, and WebP (maximum 2 MB). The crop locks to whatever shape you upload, so a square mark or a horizontal banner both work. Your logo appears in the workspace header, on auth pages, in PDF loan agreements, and in outbound email notifications. To replace an existing logo, upload a new file. The old one is removed automatically.
### Agreement letterhead image
Separate from the letterhead **text** field above, you can upload a letterhead **image** that prints as a banner across the top of your loan agreement PDFs. Accepted formats are PNG, JPEG, and WebP (maximum 2 MB). When no image is set, the PDF falls back to the text-only letterhead. Use the Remove button to clear it.
### Browser tab icon
You can upload a favicon shown in browser tabs and bookmarks, accepting PNG, JPEG, WebP, or SVG (maximum 512 KB). Upload a square image: the cropper locks to your upload's shape, so a square source renders sharpest. SVG uploads skip cropping entirely. Transparent backgrounds work best. When unset, the platform default favicon is used.
Every branding upload is checked server-side before it is stored: the file is
verified against its declared type by its magic bytes and run through a virus
scan, and a mismatched or infected file is rejected. SVG icons skip the
magic-byte check (they are text, not a raster format) but still go through the
virus scan.
## Branches
Branches represent the physical locations of your credit union. Each branch is set up at onboarding with a short **branch code**, for example `MDVL` for a Mandeville branch. That code is embedded in every loan ID created at that branch:
```
MDVL-AUTO-00001 (Auto loan, Mandeville branch, first loan)
MAIN-UNS-00047 (Unsecured loan, Main branch)
```
Branch codes are permanent. They are embedded in every loan ID created at that
branch and surface in branch-scoped role and account names, and they cannot be
changed after onboarding.
If your credit union opens a new branch after going live, contact support to have it added. You cannot add branches yourself through the admin UI in the current version.
## Initial administrator account
The first Administrator account is created during onboarding using the email address provided in the setup configuration. Once you are signed in with that account, you can invite additional administrators and staff from **Administration → Invitations**.
The roles available in your workspace are configured at onboarding. The
standard credit department roles are:
| Role | What they can do |
| ------------------ | ------------------------------------------------------------------------------------------ |
| **Administrator** | Full access to all admin settings, including branding, products, rates, and invitations |
| **Credit Manager** | Manage loan products and rate tables, view all-branch analytics, oversee the full pipeline |
| **Branch Manager** | View analytics scoped to their branch, manage and assign loans in their branch |
| **Credit Officer** | Capture and manage loan applications |
| **Adjudicator** | Review submitted applications and record approve, decline, or info-requested decisions |
| **Securities** | Verify collateral and resolve outstanding security requests |
| **Disbursement** | Schedule and execute funding on approved loans |
Contact support if you need to adjust the roles available in your workspace.
## Deeper operational configuration
Branding and branches are the visual and structural setup. Your workspace also has operational settings such as the **GCT rate**, the **dual-control threshold** for large disbursements, the **AML screening** toggle, and the **audit retention** period. Those live on the separate [Workspace configuration](/admin/workspace-configuration) page so they stay distinct from branding.