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Workspace administration
Users, teams, permissions, reference lists, and the audit log.
- Workspace settings overviewFind your way around workspace settings: where to open them and what each section controls.1 min read
- Manage users and teamsSee everyone in the workspace, manage their roles, group people into teams, and control what each role can do.1 min read
- Read the audit logThe workspace-wide record of every meaningful action: who did it, when, and what it touched, with entries that link to the real thing.1 min read
- Configure document settingsSet up the reference lists behind every document: types, statuses, disciplines, suitability codes, confidentiality levels, and custom meta fields.1 min read
- Configure transmittal reasons and distribution listsDefine the Reason for issue options your teams pick when issuing transmittals, and build reusable recipient groups.1 min read
- Configure work items and custom fieldsShape the work items your teams plan with: types, custom fields, statuses, priorities, and default assignees.1 min read
Need help? Contact support.
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