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Workspace Settings

Configure settings for individual workspaces.

Accessing Workspace Settings​

  1. Select a workspace
  2. Click Settings in the sidebar
  3. Or go to Workspace Settings

General Settings​

Workspace Information​

  • Name — Workspace display name
  • Description — Purpose of the workspace
  • Logo — Workspace-specific logo (optional)

Workspace Preferences​

  • Default language
  • Date format
  • Time zone

User Access​

Viewing Workspace Users​

See users with access to this workspace:

  • Name and email
  • Workspace role
  • Access level

Adding Users​

  1. Go to Users tab
  2. Click Add User
  3. Select from organization users
  4. Assign workspace role
  5. Save

Workspace Roles​

RolePermissions
AdminFull workspace control
EditorCreate and edit all content
ContributorCreate and edit assigned items
ViewerRead-only access

Removing Access​

  1. Select user
  2. Click Remove Access
  3. Confirm

Module Settings​

Configure settings for each module:

Frameworks​

  • Default view (cards/list)
  • Custom fields

Controls​

  • Categories
  • Custom fields
  • Default status

Risks​

  • Assessment fields
  • Scoring formulas
  • Risk level mappings

Documents​

  • Categories
  • Custom fields

Tasks​

  • Statuses
  • Categories
  • Custom fields

Custom Fields​

Add custom fields to track additional data:

  1. Go to module settings (e.g., Controls → Settings)
  2. Click Custom Fields
  3. Add field:
    • Name
    • Type (text, number, date, select)
    • Options (for select fields)
  4. Save

Categories​

Organize items with categories:

  1. Go to module settings
  2. Click Categories
  3. Add/edit/delete categories
  4. Drag to reorder

Tags​

Manage tags for flexible grouping:

  1. Go to module settings
  2. Click Tags
  3. Create and manage tags

Data Export​

Export workspace data:

  1. Go to Settings → Export
  2. Select data to export
  3. Choose format
  4. Download

Next Steps​