Category
Settings
Workspace and account settings, inventories and appearance.
- InventoriesHow to create and edit inventories, the groups your works are kept in, under Settings → Inventories.
- Appearance, menu and layoutDark mode, your language, the width of the menu and of the list beside a record, which entries the menu shows and in what order: these settings shape how WrkLst looks, and this article says where each one lives.
- Users, roles and permissionsWho can do what in your WrkLst account: how to invite team members, what a role controls, and how an administrator can follow what happened in the account.
- Security: how well your account is protectedSettings → Security checks your WrkLst account every day and scores how well it is protected: people who no longer use WrkLst, sign-ins without a second factor or from unexpected countries, unused API tokens and app connections, what AI assistants do, and presentation links that have been public for a long time. Each finding says what to do.
- My Profile: security, preferences and connected appsThe Personal group in Settings holds everything that is yours rather than the account's: your name and sign-in security, how works are shown to you, which notifications you get, the mail account you send from, and the apps and devices connected to your login.
- Toolbox: recover deleted records and tidy upSettings → Toolbox is where you tidy up and undo: recover records deleted in the last seven days, rename tags, locations and carriers everywhere at once, re-apply an artist's price factor, and delete a whole inventory.
- Calendar feed: your WrkLst dates in your calendarSubscribe your calendar app to your WrkLst dates, from exhibition runs and consignment deadlines to payments due and holds, so they appear next to your other appointments and stay up to date by themselves.
- Document templates: PDFs, Word and Excel on your own letterheadTemplates turn your WrkLst records into documents, PDFs, Word files and spreadsheets on your own letterhead, in one click from any list of works, a sale, a shipment or an exhibition. You set them up under Settings → Templates, or let us build them for you.