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Company settings - Spaces

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Overview

A space is a working environment inside Birdview that allows departments, teams, or individuals in your organization to have their own settings, projects, membership,  custom forms, etc. This can be very handy in terms of having Birdview account divided into areas of specialization. Do not mix spaces with portfolios. The latter are just a set of projects, whereas spaces are basically work environs where their own rules, workflows, settings, custom fields apply.   

To manage spaces an account administrator, i.e a user with an administrative access level set in their user profile (global access level), uses the Spaces page. It is access via Company settings.

 

Warning

Managing spaces (creating, deleting, modifying details of) requires the "Manage system settings" global permission.

Adding spaces

To create a new space, take the following steps:

  1. Log in to the system as a user with Manage system settings permission. If you are already logged in, skip this step.
  2. Click through Company settings > Spaces.
  3. Click + Add space. 
  4. Enter a name for the space being created.
  5. Pick a color for the space tag, as shown on the Spaces menu, from the palette.
  6. Select an icon or emoji to appear on the space tag.

spaces_new_space.png

Editing spaces

You can edit a space and configure its settings providing you have administrative rights inside the space. The same action is available to you via the Spaces menu. See Spaces - settings.  

To edit a space, take the following steps:

  1. Log in as an administrator of the space you wish to edit. If you are already logged in, skip this step.
  2. Click through Company settings > Spaces.
  3. Hover over the space you wish to modify.
  4. Clickedit_space_btn.png on the right end of the row.
  5. Make changes to the space. For details see See Spaces - settings. 

Archiving spaces

While you cannot delete a space, it is possible to archive it. An archived space ceases to be seen on the Spaces menu. The archived spaces are found on the Archived list beneath the active ones on the Spaces page. 

To archive  a space, please follow this procedure:

  1. Log in to the system as a user with Manage system settings permission. If you are already logged in, skip this step
  2. Click through Company settings > Spaces.
  3. Hover over the space you wish to modify.
  4. Click archive_space_btn.png on the right end of the row.

Disabling.png

The archived space is appended to the list in the Archived section on the same page.  

Warning

All projects, custom fields, workflows, custom forms of the space will be archived. You can find archived spaces in Company settings > Spaces.

Unarchiving spaces

An archived space can be unarchived.

To narchive, follow these steps:

  1. Log in to the system as a user with Manage system settings permission. If you are already logged in, skip this step
  2. Click through Company settings > Spaces.
  3. Hover over the space you wish to unarchive on the list in the Archived section .
  4. Click unarchive_space_btn.png on the right end of the row.

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