General

Workspace identity — logo, name, company details, and destructive actions.

General is where you set your workspace's identity: the logo, name, and company details that appear across Trellis and on anything you send out (quotes, invoices, receipts). Keeping this section up to date means your team and clients always see accurate business info.

A quick tour of the General settings page.

What you can manage here

Workspace logo, name, and company details — used across Trellis and on any quotes, invoices, or receipts you send out
Contact and registration info — address, email, phone, website, registered name, and registration number, for use on legal or financial documents

Features

Trellis is made up of three feature areas that you can turn on and off for your whole workspace. If your team doesn't require HR or CRM you can hide those pages from your navigation so people focus only on what's relevant.

Project management (on by default) — projects, board, sprints, tasks, roadmap, timeline, quotes, timesheets, resourcing, workflows, packages, and rate cards
HR (Enterprise only) — my leaves, leave requests, absence overview, allocation, and absence types. Non-Enterprise plans see an Enterprise badge on the card and can't toggle it
CRM (Enterprise only) — contacts and organisations. Non-Enterprise plans see an Enterprise badge on the card and can't toggle it

Features section with Project management, HR, and CRM toggle cards.

Each card has a See what's included link with the full list of pages that area controls. Turning an area off asks you to type disable to confirm. Pages and navigation disappear for everyone, but your data is kept and comes back when you re-enable.

Note

Only workspace Owners and Admins see the Features section.

Danger zone

The Danger zone at the bottom of the page holds the three destructive workspace actions. What you see here depends on your role:

Transfer ownership (Owners only) — hand the workspace over to another member. You'll be demoted to Admin, and Trellis will ask for a 2FA code before completing the transfer.
Delete workspace (Owners only) — schedule the workspace for deletion. It immediately becomes inaccessible to everyone, and after a 30-day grace period it — along with every task, project, timesheet, and file in it — is permanently deleted. Type delete to confirm.
Leave workspace (everyone except the Owner) — step out of the workspace cleanly without deleting your Trellis account. Removes you from every project and revokes your access. Type leave to confirm.

Warning

Owners can't leave a workspace — you need to transfer ownership first, or delete the workspace outright.

Note

A workspace can also become frozen without its owner touching this page: if the owner deletes their Trellis account, every workspace they own is scheduled for deletion at the same time, and comes back if they restore their account. A workspace frozen this way follows the account's timetable rather than its own 30 days — see Profile — so the date shown on the account is the one that applies.

Tip

Deleting a workspace isn't immediate — you have 30 days to change your mind. While it's scheduled for deletion the workspace is frozen and shows under Other workspaces on your workspaces list (the page where you pick or create a workspace), where you (the Owner) can click Restore to cancel the deletion and log back in. Once the 30 days pass, the workspace and all its data are permanently deleted and can't be recovered.

Who can do what

Action	Owner	Admin	Editor	Member	Contributor	Viewer
View the General page
Edit workspace name and logo
Edit company details (address, registration, contact info)
Turn feature areas (Project management, HR, CRM) on or off
Transfer ownership
Delete the workspace
Leave the workspace

The General page is visible to everyone in the workspace, but what you can edit depends on your role. Owners have full control: name, logo, company details, feature toggles, and the destructive actions in the Danger zone. Admins can toggle feature areas, but see the workspace name, logo, and company details in read-only form — editing those is the Owner's alone. Editors, Members, Contributors, and Viewers see a read-only summary of the workspace and can leave from the Danger zone.