How do I get started and set up my workspace?
After completing this article you will have entered your company details, uploaded your logo and brand colours, and invited your team to Univents.
To set your workspace up professionally from day one, you work through three areas: company details, branding, and team. You reach all three via Settings in the left-hand navigation menu.
Step 1: Enter your company details
Open Settings > Company. The form is divided into five sections.
- Basic data — enter your Company name and Legal form (e.g. GmbH, sole trader).
- Tax information — enter your Tax number and VAT ID. If you are a small business owner, enable the Small business owner (§19 UStG) toggle.
- Address — type into the Search address field, select a suggestion from the autocomplete, and Street, Postcode, City, and Country are filled in automatically.
- Contact — add your company's Phone, Mobile, Email, and Website.
- Legal — fill in Commercial register number, Registry court, and Imprint URL. Under Executive directors, enter names and confirm each one by pressing Enter or clicking the Add button.
Click Save when you are done. These details appear on quotes, invoices, and your booking page.
Step 2: Set up your logo and colours
Open Settings > Branding.
Upload a logo
- Click Choose file under Logo.
- Select a PNG, JPG, WebP, or SVG file (maximum 5 MB) from your device.
- The logo appears immediately as a preview. Use Replace to swap it out, or Remove to delete it.
Upload a favicon
Follow the same steps in the Favicon section — a PNG, ICO, or SVG file is recommended here, ideally square.
Set your colours
The Colours section shows eight colour fields (e.g. Primary, Secondary, Background). Click a colour field, pick a colour using the picker, or type the hex value directly into the text field (format #rrggbb, e.g. #ff3366). The primary colour determines buttons and accents in the customer portal and on PDFs.
Click Save once all values are correct.
Step 3: Invite team members
Open Settings > Members. The page shows two sections:
- Team members — all people currently active in the workspace.
- Pending invitations — invitations that have been sent but not yet accepted.
To invite someone:
- Click Invite members in the top right.
- Enter the email address and the desired role.
- Confirm. The person receives an invitation email and appears under Team members once they accept.
Tips
- Follow the order: Company details first, then branding — this ensures invoices and quotes are complete from your very first event.
- Logo format: SVG produces the sharpest results on PDFs and in the customer portal.
- Delegate the setup: If you would prefer to hand the setup off to us, reach out via the in-app chat — we are happy to set up the workspace for you.
- Multiple locations: Locations are not configured here; use the Locations section in the main navigation instead.
Frequently asked questions
Where do I find the settings? Click Settings in the left-hand navigation bar. You will first see an overview of all sections; open individual pages via the left-hand side menu.
Can I change the logo later? Yes, at any time under Settings > Branding using the Replace button.
What happens if I don't enter the tax number? Univents saves and validates the settings regardless. However, the tax number will be missing from automatically generated invoices — it is best to add it before sending your first invoice.
How do I change a team member's role? Open Settings > Members, click the role assignment in the member's row, and select a different role.