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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 your profile icon in the sidebar, then select 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.

Upload your company logo in two variants:

  • Dark logo - displayed on light backgrounds

  • Light logo - displayed on dark backgrounds

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:

  • Sender name - the "From" name recipients see

  • Reply-to address - where replies go

  • Welcome email - toggle automatic welcome emails for new leads on or off

For custom email domains, see Email Domains.

Next steps