Workspace Setup Guide
The Workspace Setup Guide module allows businesses to configure their Print Shop Worx environment, business information, operational settings, branding, workflow preferences, and company-wide system defaults.
Workspace Settings Screen
Workspace setup
Workspace setup is one of the most important parts of the platform because it controls how the business operates throughout:
- Quotes
- Invoices
- Production workflows
- Branding
- Inventory
- Customer communication
- Reporting
The Workspace Setup module is commonly managed by:
- Business owners
- Administrators
- Operations managers
- System managers
Main Functions
The Workspace Setup module allows businesses to:
- Configure company information
- Upload branding assets
- Set workflow rules
- Configure taxes
- Configure notifications
- Set operational preferences
- Manage default settings
- Configure production workflows
- Set currency and regional settings
- Manage platform branding
Other Work Space Setup Areas
All Support Article Links
Use this list as your built-in link map. Update or remove links if your page slugs are different.
- Welcome to Print Shop Worx
- First Login & Password Setup
- Customers
- Customer Portal
- Quotes
- Invoices
- Sales Workflow & CRM
- Sales Workspace
- Pricing Groups & Customer Pricing
- Product Setup
- Services
- Production Workflow
- Production Queue
- Stock Allocation & Ordering
- Purchase Orders
- Suppliers
- Scan Console
- Reports
- Marketing Campaigns
- Social Scheduler
- Workspace Setup
- Users & Permissions
Popular Sections
Sales Workflow
Start here for customers, quotes, invoices, pricing groups, and customer approvals.
Production Workflow
Use this section for production readiness, job cards, blockers, stock, and job progress.
Workspace Setup
Use this section for business profile, users, permissions, GST, email, and pricing setup.
Need help with Print Shop Worx?
Book a demo or contact support if you need help setting up your support pages or using Print Shop Worx.