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Workspace settings

Requires Workspace settings permission. Open Workspace settings to configure the hospital workspace for everyone.

Branding and identity

  • Workspace name, address, and logo
  • How the portal presents your clinic to staff

Timezone and locale

Set timezone and locale. All portal dates and times (appointments, reports, audit) follow these settings for this workspace.

Modules

Enable or disable feature modules your plan includes. Disabled modules disappear from the sidebar even if a role would otherwise allow them.

Departments

Configure departments used when scheduling appointments.

Security policy

Workspace admins can require two-factor authentication for members. Staff see the policy under Profile — see Account security. Also configure:
  • Inactive patient retention (days) — when set, inactive patients without legal hold may be anonymized after this period
  • Audit log retention (years) — how long events stay on the live Audit page (empty = platform default of 6 years). Older entries move to cold archive and leave the live list
  • Audit legal hold — pauses audit archiving for the whole workspace. Patient legal hold on a chart only keeps that patient’s Patient audit rows on the live log
If another admin saved workspace settings (or lab print prefs) while you were editing, ClinZero asks you to reload or overwrite so your changes do not silently replace theirs.

Lab report printing

Layout, QR, and print branding — see Lab printing.

Subscription and invoices

Workspace subscription and payment invoices (ClinZero plan billing) live under Workspace settings → Billing — not under the patient Billing module, which is coming soon.

During public beta

While ClinZero is in beta:
  • A Beta badge appears in the portal header
  • A banner explains that access is free until launch
  • Billing shows your plan entitlements and usage limits — not prices, upgrades, or payment methods

After go-live

When your workspace moves to commercial billing:
  • Trial or paid subscription status appears in Billing
  • Workspace owners can upgrade plans and open the payment portal when permitted

Data region

Data residency / region may be shown as read-only or require contacting ClinZero support to change. Follow the on-screen guidance.