Workspace settings let you change your workspace name, organization, regional format and date format from one place — the Settings dialog. Admin access required.
Open workspace settings
- Click the cog icon (Settings and more) in the top right corner of the workspace header.
- Select Workspace Settings from the menu.
The Settings dialog opens on its General tab. The tabs on its left — General, Shared values, Members and Groups — cover everything described in this section of the help center.
Note
Only Admins can open workspace settings. Managers and members see Managed by your organization in the menu instead.
Workspace name and organization
The workspace name is shown to all members in the header and in the workspace switcher. The organization name fills in the Organization merge tag in your snippets and templates.
- On the General tab, find the Workspace section.
- Change the Name, and optionally the Organization.
- Click Save at the bottom of the dialog.
Note
After you rename the workspace, refresh the page for the new name to show everywhere.
Regional format
The regional format controls how numbers and dates are formatted in the documents and snippets created in this workspace. It should reflect the language and region your team primarily works in.
- In the Preferences section, click the Regional format box.
- Start typing the language or the region — for example
slovorsl-SI— and pick the format from the list. - Click Save.
Choosing a regional format also sets the date format to that format's default.
Note
Individual snippets and templates can override the workspace regional format by setting a different language in their properties. If set to Default, they inherit the workspace regional format.
Date format
The date format is the default format for dates in the documents you create.
- In the Preferences section, open the Date format dropdown.
- Pick a format. The list offers the regional format's own formats, plus
dd/MM/yyyy,MM/dd/yyyyandyyyy-MM-dd. - Click Save.
Saving and discarding changes
The General and Shared values tabs are saved together: Save and Discard appear at the bottom of the dialog as soon as you change something, and Save applies the changes on both tabs at once. Discard puts everything back as it was.
If you switch tabs or close the dialog with unsaved changes, WordFields asks whether to save or discard them first.
Tip
Members and groups work differently: each member and each group has a page of its own, with its own Save. See Manage users and Manage groups.
Workspace shared values
Shared values are named values available in every template and snippet across the workspace — things like your company name, address or support email that fill in without any user input. See Workspace shared values for how to set them up and use them.
