Build a custom project details schema
A project details schema defines custom structured fields that can be applied to projects across the workspace. This article covers building a schema.
Configure field validation (text, number, date constraints)
Schema fields can have validation rules, such as text length limits, number ranges, or date constraints. This article covers configuring field validation.
Create and manage tags, merge duplicate tags
Tags help you label and filter projects and assets across the workspace. This article covers creating tags and merging duplicates.
Configure outbound mail: platform vs custom SMTP
Outbound email can be sent using edoro's own mail servers, your Gmail or Microsoft account, or your own custom SMTP server. This article covers configuring each option.
Test your custom SMTP connection
Before relying on a custom SMTP server, you can send a test email to confirm the connection works. This article covers testing your SMTP configuration.
Customize an email template (subject, copy, button, dynamic tokens)
Outbound email templates can be customized, including their subject, body copy, button, and dynamic tokens. This article covers editing an email template's content.
Customize email template design (font, size, colors, branding)
Beyond the content, an email template's visual design -- font, size, colors, and branding -- can also be customized. This article covers editing an email template's design.
Set up whitelabel branding: logo, colors, favicon
Whitelabel branding lets you replace edoro's default logo, colors, and favicon with your own. This article covers setting up whitelabel branding.
Set your workspace subdomain
Your workspace can be accessed at a subdomain of your choosing. This article covers setting your workspace subdomain.
Customize the login page (background, heading, footer links, custom CSS)
The login page shown to your workspace's members and guests can be customized, including its background, heading, and footer links. This article covers customizing the login page.
Request a custom domain (CNAME)
You can request a fully custom domain for your workspace via a CNAME record instead of using a subdomain. This article covers requesting a custom domain.