Getting StartedWorkspace Setup

Workspace Setup

Configure your workspace branding, invite team members, and set up your email preferences.

Your workspace is your company's home in Market Trak. Everything you create (reports, posts, leads, templates) belongs to your workspace. You can customise it with your branding, invite team members, and configure email settings.

Accessing workspace settings

Click Menu at the bottom of the sidebar, then Settings. Each row under Workspace (Brand & logo, Integrations, Your team, Billing) opens that part of your workspace settings. You can also navigate directly to /workspace-settings.

Branding

Make your reports, emails, and public pages look like they come from your agency.

The Branding tab in Workspace Settings with the workspace name, brand colour, brand voice, logos and business website
The Branding tab in Workspace Settings with the workspace name, brand colour, brand voice, logos and business website

Workspace name

This is your agency's name, and it is the one your customers see. It appears above the question on your Property Pack question-card photo, and your posts are written knowing which agency they are for.

Set it to your agency's trading name. If it still says My Workspace, your name is left off those posts rather than a placeholder being printed on them, so it is worth changing. Only the person who created the workspace can rename it.

Upload your company logo in two variants:

  • Dark logo - displayed on light backgrounds

  • Light logo - displayed on dark backgrounds

Use a PNG with a transparent background for both. That is what lets your logo sit on a photo or a coloured card without a white or dark rectangle around it. A JPG always carries a solid background, because the format cannot store transparency.

Uploading from a phone? Choosing a logo from your photo library turns it into a JPG and loses the transparent background, even if the file started as a PNG. To keep it, tap Browse or Files and pick the PNG directly, or add your logo from a computer. If you are not sure which file to use, send it to us and we will set it up for you.

Brand colour

Set your primary brand colour. This is used on report buttons, email call-to-action buttons, and other accent elements. You can enter a hex code or use the colour picker.

This will appear on your reports if selected and also added to your instant valuation page. You should use your valuation booking page link or a Calendly type page if you have one.

Toggle whether a cookie consent banner appears on your public report pages. This helps you comply with GDPR and similar regulations. Please remember to add your Privacy Policy link.

Email settings

Configure how emails are sent from your workspace in Settings > Capturing leads > Email settings (or press the cog on the Emails page):

  • Automatic emails - a link to Emails > Automatic, where you switch the thank-yous, the welcome email and the instant valuation email on or off and change what they say (see Welcome Emails)

  • Email Sender Name - the "From" name recipients see

  • Reply-To Email - where replies go (your login email unless you change it)

For custom email domains, see Email Domains.

Next steps

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