Navigating to Workspace Settings
Click on the gear icon next to workspace name in the upper right corner of the screen
There are six sections:
Security, Manage Users, Default Settings, Subscription, Workspace Activity, Notifications
Key Steps
Security Section
Set workspace visibility to public, Big Idea platform only, or private.
Invite agencies, accept idea transfers, and enable multifactor authentication.
Manage Users Section
View all users with access to the workspace.
Edit roles, remove access, and review user information.
Configuration Section
Specify asset types, transfer rates, transferability, user roles, permissions, and default idea settings for new assets.
Subscription Section
Upgrade plans, view available features, and compare plans.
Workspace Activity Section
View, filter, and download all activity within the workspace.
Click on the download button next to filters to download the activity log.
Notification Section
Manage push and email notifications for each feature.
Push notifications go to the bell icon, while email notifications are sent to the associated email.
Navigation
To return to the home page, click on the home button at the top of the page.
Cautionary Notes
Ensure that changes made to user roles and permissions are accurately updated to avoid access issues.
Be cautious when changing workspace visibility settings to prevent unauthorized access.
Double-check subscription upgrades to ensure compatibility with workspace needs.
Tips for Efficiency
Regularly review and update user access and permissions to maintain workspace security.
Utilize filters in the workspace activity section to quickly find specific information.
Keep notifications organized by managing them effectively to stay informed without being overwhelmed
Video Tutorial - Workspace Setup and Management Guide