Edit Workspace Settings

Roles: Admin Plans: Starter, Pro, Advanced, Enterprise

About this task

Update the attributes of an existing workspace. This changes the workspace settings within the EnduraDocs Manager. In the EnduraDocs Manager, workspaces are the upmost organizational element of the EnduraDocs Manager. They are designed to be company-specific and have their own access restrictions and user management. Only users that are registered in your workspace can access it and work there according to the permissions of their user role. All workspaces contain a Product Explorer, where you can manage your products, and an Admin Panel. If your payment plan includes Documentation Portals, it also has a Portal Explorer, where you can manage them.

Workspace Settings

The workspace settings describe the workspace in the EnduraDocs Manager and towards the operating personnel.
Name
Serves as the main identifier of the workspace in the EnduraDocs Manager. Since the workspace represents your company, the company name might be suitable. The workspace name is used in the EnduraDocs Manager and the links to products or Documentation Portals.
Payment Plan
The payment plan defines which features of the EnduraDocs Software are available to you in this workspace.
Description
Serves as additional information about the workspace for the users. This attribute is only used in the EnduraDocs Manager.
Postcode
The postal code of your company's headquarters.
Company Size
The approximate size of your company.
Logo
Is shown on the workspace card on the Workspace Explorer. Since the workspace represents your company, your logo would be suitable. The logo is only used in the EnduraDocs Manager and is not visible to the operating personnel reading your documentation files in the EnduraDocs Viewer or Documentation Portal.
Icon
Is shown in the workspace changer and the browser tab. The icon is only used in the EnduraDocs Manager and is not visible to the operating personnel reading your documentation files in the EnduraDocs Viewer or Documentation Portal.

Instructions

  1. Arrow pointing to the right. Open the Product Explorer of your workspace.
  2. Arrow pointing to the right. On the left sidebar, click "Workspace".
    Check mark. The workspace settings open in the main panel.
  3. Arrow pointing to the right. Edit as necessary:
    1. Arrow pointing to the right. Enter the new workspace name in the name input field.
    2. Arrow pointing to the right. Enter the new workspace description in the description input field.
    3. Arrow pointing to the right. Click on the logo to upload a new image.
    4. Arrow pointing to the right. Click on the icon to upload the new image.
  4. Arrow pointing to the right. When the image upload is completed, click "Submit."
    Check mark. The workspace info is updated.