Workspace

Settings

Settings is where you configure everything about how CoPortal works for your business. Go to Settings in the sidebar to access all tabs.

Workspace

Your workspace is the core of your CoPortal account — everything lives under it.

Business name

Your agency or freelance name. Appears in the client portal header, invoice PDFs, and all outgoing emails.

Default hourly rate

Used to calculate project costs in the profitability view, and pre-fills the unit price when using AI quote generation.

Branding

Make CoPortal look like your own platform. Everything branding-related affects the client portal and PDF outputs.

Logo

Upload a PNG or SVG. Displayed in the client portal header and in invoice PDFs. If no logo is set, the workspace initials are used instead.

Brand colour

A hex colour code. Used in the client portal header, email button backgrounds, and invoice PDF accents. Defaults to emerald green.

Tip: Test how your branding looks by opening your portal URL after saving: coportal.io/portal/[your-slug]

Invoice & Tax

VAT number

Your business VAT registration number. Printed on invoice PDFs when set.

Invoice prefix

The prefix used for invoice numbers. e.g. INV → INV-001, INV-002. Agency prefix → AGY-001. Max 6 characters, auto-uppercased.

Business address

Printed on invoice PDFs in the sender details block.

Bank details

Your banking details for EFT payments. Shown on invoice PDFs and in the client portal for outstanding invoices.

Payment terms

The standard terms text printed on invoices. e.g. “Payment is due within 30 days of invoice date.”

Paystack public key

Your Paystack public key. Enables the “Pay online” button in the client portal. Found in Paystack Dashboard → Settings → API Keys.

Default deposit %

The percentage used when generating a deposit invoice from an accepted quote. Default is 50%. Can be set between 1–100%.

White-label emails (Studio & Agency)

Toggle to remove “Sent via CoPortal” from all outgoing client emails. When enabled, emails come from your workspace name only.

Custom email footer (Studio & Agency)

Optional footer text shown on all emails in place of the CoPortal footer. e.g. “© Acme Studio · hello@acme.co.za”. Leave blank for no footer.

Reminders

Automated email reminders for overdue invoices.

Toggle on/off

Enable or disable automatic reminders for the entire workspace.

Reminder schedule

A comma-separated list of day-offsets after the due date. e.g. 1,3,7,14 sends reminders at 1 day, 3 days, 7 days, and 14 days overdue.

Reminders automatically use escalating tones based on how overdue the invoice is — see Email notifications for details.

Templates

Project task templates let you pre-define a list of tasks for common project types. When creating a project, select a template and the tasks are added to the task board automatically.

Create templates in Settings → Templates. Each template has a name and a list of tasks. Tasks can have descriptions.

Tip: Create templates for your most common project types — e.g. “Website build” or “Brand identity”. This ensures nothing gets missed and gives your team a consistent starting point.

Contracts

Create and manage reusable contract templates for client agreements. Use {{placeholder}} syntax for dynamic values that get filled in per contract. See Contracts & e-sign for full details.

Intake Forms

Manage your public enquiry form. Copy the form URL to share, or toggle it active/inactive. Submissions automatically create leads in your pipeline. See Intake forms for full details.

Services

Build a library of reusable line items — your standard services with pre-set descriptions and prices. When building a quote, click From library to add a saved service instantly rather than typing it out every time.

Each service item has:

•Name — the line item description
•Description — optional sub-text
•Unit price — excluding VAT
•Unit — item, hour, day, month, page, word

Tip: Add your 5–10 most common services here. It speeds up quote creation significantly and ensures pricing consistency across your team.

Team

Invite team members and manage their access. See Team & permissions for full details.

Account

Update your display name and change your password. Your email address is linked to your Supabase auth and cannot be changed from settings — contact support if needed.

Subscription

View your current plan and its limits. Upgrade from Free to Solo, Studio, or Agency depending on your needs. Plan limits include number of clients, projects, team members, and access to AI features.

Feedback

Submit bug reports or feature requests directly from CoPortal. Choose the type (Bug or Feature request), add a subject and description, and submit. The team reviews all submissions. You can track the status of your own submissions in this tab.

Team & permissions →Notifications →Contracts →Intake forms →