Workspace Settings: complete overview

Last updated on 

Efficient workspace management is pivotal for optimizing your organizational workflow. This document provides a detailed guide on configuring workspace settings, accessible via the main sidebar. The configuration process is divided into General Settings and Team Settings, which can be navigated through an additional sidebar that appears adjacent to the main one.

Accessing Workspace Settings

  1. Open Workspace Settings
    • Navigate to the main sidebar.
    • Select "Workspace Settings" to reveal the supplementary sidebar positioned beside the main one.

General Settings

The General Settings section facilitates comprehensive management of workspace attributes:

  1. Workspace Picture
    • Add or Change Picture: To upload or modify the workspace picture, click on the image placeholder or upload button and select an image from your device.
    • Remove Picture: To delete the current image, click on the delete icon or "Remove" button. If no image is uploaded, a default representation will display the first letter of the workspace name in uppercase.
  2. Update Workspace Name
    • Modify Name: Enter the new workspace name in the designated field.
  3. View Workspace ID
    • Display ID: The unique workspace ID will be visible for reference.
  4. Save Changes
    • Click the "Save" button to confirm and apply any modifications made to the workspace settings.
  5. Delete Workspace
    • Deletion Criteria: Ensure you have more than one workspace, as deletion is restricted to cases where at least one workspace remains.
    • Enter Workspace Name: To initiate the deletion process, input the exact name of the workspace intended for removal.
    • Confirm Deletion: Ensure that more than one workspace exists before proceeding. You may delete multiple workspaces, provided that a minimum of one workspace is retained.

Team Settings

The Team Settings section is designed for the effective management of team members:

  1. Add a Team Member
    • Access Member Selection: Click on the dropdown menu labeled "Select Member".
    • Search or Select: A list of all organizational members will be displayed. Utilize the search bar for expedited identification or manually select the required individual.
    • Add Member: After selecting the desired individual, click the "Add" button to incorporate them into the workspace.

Conclusion

Configuring your workspace through General and Team Settings is essential for a streamlined and effective operational environment. Utilize these settings to personalize visual elements, update workspace identifiers, and manage team composition. For further assistance or queries, please refer to the help documentation or contact support services.