Workspace Settings
What this page is
Workspace Settings is where core workspace-level configuration is managed.
Who uses it
- Admin users
- Designated workspace managers
When to use it
- During initial setup
- When workspace policies or defaults change
- During periodic governance and settings reviews
What this page is for
Use this page to maintain key workspace configuration so all users and workflows operate under the right defaults.
Main actions
- Review and update workspace configuration fields
- Maintain operational defaults and feature settings
- Save and confirm environment-level changes
Step-by-step (common workflow)
- Open Workspace Settings.
- Review current values.
- Update required fields.
- Save changes.
- Verify affected workflows still behave as expected.
Connections
This page directly affects:
- User experience across the dashboard
- Workflow defaults and behavior
- Compliance and operational settings consistency
Common mistakes
- Changing settings without checking process impact
- Making multiple changes at once without validation
- Forgetting to communicate important changes to team leads
Quick tips
- Make one controlled change at a time.
- Validate high-impact settings immediately.
- Keep a simple record of major workspace changes.