Workspace setup

Use Settings to choose the workspace details, brand information, and member access CopyLoop will use. The controls you see depend on your workspace role.

1. Confirm the workspace and active brand

Open the workspace switcher and select the workspace you want to change. If the workspace has more than one brand, use the brand switcher to select the active brand too.

The active workspace and brand determine which documents, audiences, emails, and settings appear in the app.

2. Complete General settings

Open Settings → General. Here you can update the workspace Name and Timezone, add the company address and logo, and preview the preference-center branding. Select Save changes after editing the main settings; preference-center branding has its own save action.

The Security section includes Require two-factor authentication for roles that can manage workspace settings. Your own account must have 2FA enabled before you can require it for everyone.

3. Check the brand

Open Settings → Brands, choose the brand, and check its name and company information. Brand settings are also where you manage the email footer and default sender details used by that brand.

For the content CopyLoop uses during generation, leave Settings and open Brand. The tabs are Brand Voice, Reference Documents, Audiences, and Content Types.

4. Invite members

Open Settings → Members and choose Invite. Enter the person’s email address, select the role shown in the invite dialog, and send the invitation. Pending invitations appear on the same page, where a member manager can resend or revoke them.

Select a member row to change that person’s role or access when your own role allows it. The owner role is shown in the list but cannot be edited from a member row.

5. Continue with the feature you need

Workspace setup does not automatically create an email, list, or integration. Continue with the matching guide:

• Email marketing quickstart
• Set up Brand
• Use Loop
• Choose an integration