Workspace Settings — Step-by-Step Guide

Overview

Your workspace is the home base for everything you do in Tappin — your events, your team, your settings. Each workspace has its own events, team, and feature setup. If you run events in multiple countries, you’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:

• Navigate to your workspace from the main dashboard
• Click on Settings
• Locate the Feature tab

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 → Feature tab

What to do:

• Toggle on One-on-one meetings if you need attendee meeting scheduling
• Toggle on Speaker if you’ll feature speakers at your event
• Toggle on Agenda if you need a session schedule
• Toggle on Sponsors if you have event sponsors to showcase

Why: These are the everyday features used by most events. Turn on only what your event actually needs — adding a feature later doesn’t break anything.

Step 3: Configure Advanced Features

Where: Settings → Feature tab (below core features)

What to do:

• Dynamic Voucher: Enable this to create different voucher types (e.g., dinner, drinks), each with its own unique QR code
• Centroid Integration: Enable this if you use Centroid for accounting — it will sync vouchers automatically
• Payment Service: Enable this when you’re selling paid tickets

Why: These advanced features extend your event capabilities for specific use cases like F&B vouchers, accounting integration, and paid ticket sales.

Step 4: Complete Payment Service Setup

Where: Email inbox of workspace owner

What to do:

• When Payment Service is toggled on, Tappin emails the workspace owner a setup link
• Click the link in the email
• Connect your bank account
• Choose your country
• Confirm your VAT settings

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.)

Key Concepts

What is a Workspace?

• A dedicated space inside Tappin for your organization
• Contains its own events, team members, and feature configuration
• Best practice: one workspace per country to manage tax rules, currencies, and branding

Feature Toggle Strategy

• Features can be turned on or off at any time
• Adding a feature later does not break existing events
• If unsure, leave a feature OFF — you can enable it when needed

Important Notes

• Workspace setup is typically a one-time activity
• Payment Service activation triggers an email to the workspace owner (not the person enabling it)
• Multiple workspaces are recommended for multi-country operations
• All features are configurable later — start minimal and expand as your needs grow

Who Performs This Setup?

• Workspace owners and administrators
• This is the foundation for all event creation that follows

Troubleshooting Quick Reference

Issue	Solution
Payment Service setup email not received	Check spam folder; verify workspace owner email is correct
Feature toggle not visible	Confirm you have admin permissions for the workspace
Need to change country/currency later	Contact Tappin support — this is set during initial workspace setup
Centroid Integration not syncing	Verify Dynamic Voucher is also enabled — they work together