{"id":529,"date":"2026-06-24T13:44:08","date_gmt":"2026-06-24T11:44:08","guid":{"rendered":"https:\/\/www.tappin.academy\/?p=529"},"modified":"2026-06-25T14:08:24","modified_gmt":"2026-06-25T12:08:24","slug":"workspace-settings-step-by-step-guide","status":"publish","type":"post","link":"https:\/\/www.tappin.academy\/nb_no\/tips-and-tricks\/2026\/06\/24\/workspace-settings-step-by-step-guide\/","title":{"rendered":"Workspace Settings \u2014 Step-by-Step Guide"},"content":{"rendered":"<figure class=\"wp-block-video\"><video controls src=\"https:\/\/www.tappin.academy\/wp-content\/uploads\/2026\/06\/M01-TA-Demo-Workspace.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>Your workspace is the home base for everything you do in Tappin \u2014 your events, your team, your settings. Each workspace has its own events, team, and feature setup. If you run events in multiple countries, you&#8217;ll usually have one workspace per country to keep your tax rules, currencies, and branding clean.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step-by-Step Process<\/strong><\/h2>\n\n\n\n<p><strong>Step 1: Access Workspace Settings<\/strong><\/p>\n\n\n\n<p><strong>Where: <\/strong>Workspace landing page<\/p>\n\n\n\n<p><strong>What to do:<\/strong><\/p>\n\n\n\n<ul>\n<li>Navigate to your workspace from the main dashboard<\/li>\n\n\n\n<li>Click on Settings<\/li>\n\n\n\n<li>Locate the Feature tab<\/li>\n<\/ul>\n\n\n\n<p><strong>Why: <\/strong>The Feature tab is the central location where you control what Tappin can do for your events.<\/p>\n\n\n\n<p><strong>Step 2: Enable Core Features<\/strong><\/p>\n\n\n\n<p><strong>Where: <\/strong>Settings \u2192 Feature tab<\/p>\n\n\n\n<p><strong>What to do:<\/strong><\/p>\n\n\n\n<ul>\n<li>Toggle on One-on-one meetings if you need attendee meeting scheduling<\/li>\n\n\n\n<li>Toggle on Speaker if you&#8217;ll feature speakers at your event<\/li>\n\n\n\n<li>Toggle on Agenda if you need a session schedule<\/li>\n\n\n\n<li>Toggle on Sponsors if you have event sponsors to showcase<\/li>\n<\/ul>\n\n\n\n<p><strong>Why: <\/strong>These are the everyday features used by most events. Turn on only what your event actually needs \u2014 adding a feature later doesn&#8217;t break anything.<\/p>\n\n\n\n<p><strong>Step 3: Configure Advanced Features<\/strong><\/p>\n\n\n\n<p><strong>Where: <\/strong>Settings \u2192 Feature tab (below core features)<\/p>\n\n\n\n<p><strong>What to do:<\/strong><\/p>\n\n\n\n<ul>\n<li>Dynamic Voucher: Enable this to create different voucher types (e.g., dinner, drinks), each with its own unique QR code<\/li>\n\n\n\n<li>Centroid Integration: Enable this if you use Centroid for accounting \u2014 it will sync vouchers automatically<\/li>\n\n\n\n<li>Payment Service: Enable this when you&#8217;re selling paid tickets<\/li>\n<\/ul>\n\n\n\n<p><strong>Why: <\/strong>These advanced features extend your event capabilities for specific use cases like F&amp;B vouchers, accounting integration, and paid ticket sales.<\/p>\n\n\n\n<p><strong>Step 4: Complete Payment Service Setup<\/strong><\/p>\n\n\n\n<p><strong>Where: <\/strong>Email inbox of workspace owner<\/p>\n\n\n\n<p><strong>What to do:<\/strong><\/p>\n\n\n\n<ul>\n<li>When Payment Service is toggled on, Tappin emails the workspace owner a setup link<\/li>\n\n\n\n<li>Click the link in the email<\/li>\n\n\n\n<li>Connect your bank account<\/li>\n\n\n\n<li>Choose your country<\/li>\n\n\n\n<li>Confirm your VAT settings<\/li>\n<\/ul>\n\n\n\n<p><strong>Why: <\/strong>This one-time setup per workspace establishes the financial infrastructure needed to sell tickets. (Full payment setup is covered in Module 5: Stripe Connect.)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Key Concepts<\/strong><\/h2>\n\n\n\n<p><strong>What is a Workspace?<\/strong><\/p>\n\n\n\n<ul>\n<li>A dedicated space inside Tappin for your organization<\/li>\n\n\n\n<li>Contains its own events, team members, and feature configuration<\/li>\n\n\n\n<li>Best practice: one workspace per country to manage tax rules, currencies, and branding<\/li>\n<\/ul>\n\n\n\n<p><strong>Feature Toggle Strategy<\/strong><\/p>\n\n\n\n<ul>\n<li>Features can be turned on or off at any time<\/li>\n\n\n\n<li>Adding a feature later does not break existing events<\/li>\n\n\n\n<li>If unsure, leave a feature OFF \u2014 you can enable it when needed<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Important Notes<\/strong><\/h2>\n\n\n\n<ul>\n<li>Workspace setup is typically a one-time activity<\/li>\n\n\n\n<li>Payment Service activation triggers an email to the workspace owner (not the person enabling it)<\/li>\n\n\n\n<li>Multiple workspaces are recommended for multi-country operations<\/li>\n\n\n\n<li>All features are configurable later \u2014 start minimal and expand as your needs grow<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Who Performs This Setup?<\/strong><\/h2>\n\n\n\n<ul>\n<li>Workspace owners and administrators<\/li>\n\n\n\n<li>This is the foundation for all event creation that follows<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Troubleshooting Quick Reference<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Issue<\/strong><\/td><td><strong>Solution<\/strong><\/td><\/tr><tr><td>Payment Service setup email not received<\/td><td>Check spam folder; verify workspace owner email is correct<\/td><\/tr><tr><td>Feature toggle not visible<\/td><td>Confirm you have admin permissions for the workspace<\/td><\/tr><tr><td>Need to change country\/currency later<\/td><td>Contact Tappin support \u2014 this is set during initial workspace setup<\/td><\/tr><tr><td>Centroid Integration not syncing<\/td><td>Verify Dynamic Voucher is also enabled \u2014 they work together<\/td><\/tr><\/tbody><\/table><\/figure>","protected":false},"excerpt":{"rendered":"<p>Overview Your workspace is the home base for everything you do in Tappin \u2014 your events, your team, your settings. Each workspace has its own events, team, and feature setup. If you run events in multiple countries, you&#8217;ll usually have one workspace per country to keep your tax rules, currencies, and branding clean. Step-by-Step Process Step 1: Access Workspace Settings Where: Workspace landing page What to do: Why: The Feature tab is the central location where you control what Tappin can do for your events. Step 2: Enable Core Features Where: Settings \u2192 Feature tab What to do: Why: These are the everyday features used by most events. Turn on only what your event actually needs \u2014 adding a feature later doesn&#8217;t break anything. Step 3: Configure Advanced Features Where: Settings \u2192 Feature tab (below core features) What to do: Why: These advanced features extend your event capabilities for specific use cases like F&amp;B vouchers, accounting integration, and paid ticket sales. Step 4: Complete Payment Service Setup Where: Email inbox of workspace owner What to do: Why: This one-time setup per workspace establishes the financial infrastructure needed to sell tickets. (Full payment setup is covered in Module 5: Stripe Connect.)<\/p>","protected":false},"author":1,"featured_media":535,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,1,90],"tags":[],"_links":{"self":[{"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/posts\/529"}],"collection":[{"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/comments?post=529"}],"version-history":[{"count":2,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/posts\/529\/revisions"}],"predecessor-version":[{"id":533,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/posts\/529\/revisions\/533"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/media\/535"}],"wp:attachment":[{"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/media?parent=529"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/categories?post=529"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.tappin.academy\/nb_no\/wp-json\/wp\/v2\/tags?post=529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}