Localization setup

Goal

Configure the workspace languages, calendars, name/measurement conventions, and how dates and numbers display — without changing stored UTC/ISO values or currency/timezone (those stay in Tenant settings).

Who it is for

Tenant administrators with localization.view (open) and localization.admin (or legacy localization.manage) to save Options, create/edit format presets, and apply a preset.

Preconditions

• You are signed in to the correct workspace.
• Localization is a core module (always on); no optional-module gate.
• Know which languages the business needs for UI locale and field-translation keys (enabled_locales).

Open the screen

Administration → Organization → Localization setup (/localization/setup).

Steps

Options (policies and defaults)

1. Open the Options tab.
2. Optionally Apply a format preset: choose a Preset, then Apply to copy date, number, calendar, and convention fields onto this workspace.
3. Under Languages, set Enabled languages and Default language (default must be one of the enabled set). Enabled languages drive field-translation keys and UI locale choices — not a fixed en/ar list.
4. Under Calendar & conventions, set Primary calendar, optional Secondary calendar, Name order (Given name first / Family name first), Measurement system (Metric / Imperial), and Address format template tokens.
5. Under Date & time, set Short date, Long date, Date & time, Time, Chart month labels, and First day of week (Sunday / Monday / Saturday).
6. Under Numbers & currency, set Decimal separator, Thousands separator, Decimal places, and Money display (Symbol prefix / ISO code suffix / Both). Use Number preview and Money preview to verify.
7. Choose Save when the banner shows Unsaved changes.

Format presets

1. Open the Format presets tab.
2. Review presets (columns: Preset name, Key, Short date, Calendar). Badges: Default, System.
3. Add format preset or edit a non-system preset; set name, key, masks, separators, calendar, name order, measurement, sort order.
4. Apply opens the canonical Options editor with that preset selected. Confirm application there; it replaces unsaved localization edits. A concurrent change requires reloading the latest values first. You can also deactivate a non-system preset when prompted.

Result

Workspace display formats and language set update for all members. Currency and timezone are unchanged. Stored dates remain ISO/UTC; calendars are display-only.

Hard stops

• The default language must be one of the enabled languages.
• The decimal and thousands separators must be different.
• That language is not in the supported-locale catalogue.
• Format preset key already taken; system presets cannot be deleted; inactive presets cannot be applied.

Related

• Tenant settings — base currency and timezone
• Translation overrides — UI message key overrides per language
• Users and roles — who may change localization