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Workspace Defaults

Set sensible defaults so new work and users start from a consistent baseline.

#Purpose

Reduce repetitive setup by defining defaults once.

#When to use this

During setup and when standardizing how the team works.

#At a glance

DetailValue
Required permissionsManage-organization (CEO or admin)
Administrator levelCEO / Admin
Portal areas usedSettings, Workspace

#Step by step

1

Open Settings

Go to the workspace settings.
2

Set your defaults

Configure the default behaviors available.
3

Save

New activity follows the defaults.

#Approval points

No formal approval gate

This administrative action does not require a separate sign-off, but review carefully before applying changes.

#Security notes

Security considerations

  • Defaults that affect access or notifications should follow least-privilege and avoid over-notifying.

#Best practices

  • Keep defaults simple.
  • Review them as the team grows.

#Common mistakes

  • Over-configuring defaults early.
  • Forgetting defaults exist when troubleshooting behavior.

#Troubleshooting

If this happensTry this
Behavior is not what I expectCheck the relevant default in workspace settings.

#FAQ

Can users override defaults?

Where personal preferences exist (like notifications), users can tune their own.

#Keep exploring

#Business modules & workflows

Still need help?

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