Managing Spaces at the Account Level
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
The configuration table provides a central view where you can see all your spaces, check their details, and manage settings in one place. Account owners, space owners, admins, and regular users with the right permission can review and manage public, private, and locked spaces they’re responsible for. Regular users can also manage spaces they’ve created or where they’ve been added as an admin, as long as they have permission to edit spaces.
With a new permission, user types can manage all public spaces even if they aren’t a space admin. Admins can use this table to keep accounts organized by removing or archiving unused spaces based on usage data.
The centralised table lets you sort, group, and search your spaces, making it easy to find exactly what you need. You can also view important data points for each space, helping you keep your account organized.
All users, except Collaborators, Contributors, and Viewers, can access the configuration table when the appropriate permission is enabled.
To navigate to the table:
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Click your profile image 1 in the sidebar.
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Select Settings 2 from the drop-down menu.
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Navigate to Spaces 3 under Account Management.
You’ll see a table view listing all spaces 4 created in the account.
From the table, you can search, sort, group, and choose which data fields to display using the toolbar 5. You can also create a new space by clicking the + Space button 6, if you have permission to create spaces.
Note
On Enterprise and Pinnacle plans, owners and admins can enable this permission for regular users in Account settings.
By clicking the three-dot menu 7 next to a space name, you can do the following actions from the drop-down menu 8:
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Open space settings.
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Go to the space’s overview.
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Copy a link to the space.
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Save the space as a template.
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Archive or unarchive the space.
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Delete the space.
Note
You can archive a space, and its status will update in the Status column. While archived, you can’t open the space’s settings, but you can still access its space overview. To make changes, unarchive the space first.
This feature is available only on Enterprise and Pinnacle plans.
Account owners and admins can enable these permissions for other users. To do this:
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Click your profile image 1 in the sidebar.
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Select Settings 2 from the drop-down menu.
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In the left-hand navigation panel, click User types 3 under Account management.
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Select Spaces 4 under the Categories section.
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Enable or disable the toggle for the Manage all public spaces permission 5 for your preferred user types.
Note
By default, this permission is enabled for admins.
With this permission enabled, you can:
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View, delete, archive, and edit all settings in any public space, even if you’re not a space admin.
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Manage members and tools in public spaces.
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Edit custom item types, custom fields, workflows, automation, request forms, blueprints, and work schedules in any space you can manage.
Note
Admins cannot manage locked spaces unless they are already added as a space admin.