Set up your Workspace
As a Workspace Owner or Admin, you can configure and manage the overall settings for your Workspace.
In this guide, we’ll walk you through the essential steps for configuring your Workspace, managing users, and customizing settings to meet the needs of your team.
What is a Workspace? #
A workspace is a collection of people and projects in Clockify. When you first register at Clockify, you’ll automatically get a Clockify workspace and your CAKE.com-Konto with an organization in it.
You can also join a Clockify workspace in an existing CAKE.com organization. A workspace contains all the time entries, projects, people, and settings.
Sichtbarkeit #
Only people who are part of the Workspace can view and interact with its data. You can be a member of multiple Workspaces at once and switch between them easily.
Multiple Workspaces #
Mit einem einzigen Clockify-Konto kannst du mehrere Arbeitsbereiche erstellen oder ihnen beitreten. Diese Arbeitsbereiche sind separate Einheiten mit jeweils einer eigenen Gruppe von Benutzern, Projekten und Zeiteinträgen.
Multiple workspaces are useful when you want to have a separate account for each sub-company or a department. This is ideal if you need to segregate time tracking and projects across various teams.
Wenn du z. B. zwei Firmen oder Abteilungen hast, kannst du zwei Arbeitsbereiche einrichten und verschiedene Personen in jeden einladen. Dann kannst du je nach Bedarf zwischen ihnen wechseln.
Oder du kannst als Teammitglied in einem Arbeitsbereich die Zeit für das Unternehmen erfassen, für das du arbeitest, und zusätzlich einen persönlichen Arbeitsbereich haben, in dem du deine persönlichen Daten verwalten kannst und Administrator bist.
Arbeitsbereichseinstellungen #
As a Workspace Owner oder Admin, you have access to configure the settings for your Workspace. To access the Workspace settings:
- Click on the options button next to the Workspace name
- Wähle Workspace Settings aus dem Dropdown-Menü wählen
- You’ll be redirected to the Workspace settings > General tab
Here’s what you can configure:
- Enable Arbeitszeittabelle
- Upload company logo
- Change the name of your Workspace
- Im Abschnitt "Team" kannst du festlegen, abrechenbaren Satz und Währung
- Im Abschnitt "Team" kannst du festlegen, week start (e.g. Sunday or Monday)
- Control billable rates visibility
- Choose who can see billable rates and amounts within your Workspace
- Set default billable projects
- Group projects by client or other criteria
- Project and task permissions
- Choose duration format
- Projektfavoriten aktivieren
- Allow users to mark certain projects as Favoritenleiste
- Choose number and currency format across the Workspace
- Manage paid features
Manage your Workspace #
As an Admin or Owner, you can also manage your Workspaces and the users within them:
Alle Benutzer, egal was ihre Rolle ist, können einen Arbeitsbereich über ihr CAKE.com-Konto verwalten:
- Navigiere zu Profileinstellungen in der rechten Ecke oben im Bildschirm
- Wähle die Option CAKE.com-Konto verwalten
- Du wirst zur Seite CAKE.com-Konto in deiner Organisation weitergeleitet
- Klicke auf die Seite Arbeitsbereiche
Hier kannst du alle Arbeitsbereiche verwalten, deren Mitglied du bist und die zu dieser Organisation gehören.
Weitere Informationen dazu, wie du deinen Arbeitsbereich verwaltest, findest du im CAKE.com-Hilfecenter-Artikel.
Häufig gestellte Fragen (FAQ) #
How can I access the Workspace settings? #
To access Workspace settings:
- Click the options button next to your Workspace name
- Wählen Arbeitsbereichseinstellungen from the dropdown menu
Can I have multiple Workspaces in Clockify? #
Yes, you can create or join multiple Workspaces in Clockify. Each Workspace is separate, so you can manage different teams, departments, or sub-companies.
What is the difference between a Workspace Owner and Admin? #
- Workspace Owners have full control over the Workspace, including transferring ownership and deleting the Workspace.
- Admins can manage users and settings but can’t delete the Workspace or transfer ownership.
How do I transfer ownership of my Workspace? #
- Navigiere zu Profileinstellungen in der rechten Ecke oben im Bildschirm
- Wähle die Option CAKE.com-Konto verwalten
- Du wirst zur Seite CAKE.com-Konto in deiner Organisation weitergeleitet
- Click the Members page
- Choose the Workspace member you’d like to transfer ownership to
- Click the menu in the top right corner
- Choose the option to transfer
For more information about ownership transfer, check out diesem -Artikel.
Can I leave a Workspace that I own? #
You can’t leave a Workspace you own unless:
- You transfer ownership to someone else, or
- You’re the only member left in the Workspace
How can I delete a Workspace? #
You can delete your Workspace via Arbeitsbereiche page in your CAKE.com Account.
- Navigiere zum Profileinstellungen in der oberen rechten Ecke des Bildschirms klicken
- Wähle Manage CAKE.com account wählen
- Du wirst zur Seite CAKE.com account page of your organization
- Klicke auf Arbeitsbereiche gehen
- Choose the workspace you’d like to delete
- From the die drei Punkte menu on the right, choose the Arbeitsbereich löschen wählen
Prior to deleting a Workspace:
- Make sure you are the owner
- Remove all users from the Workspace
- Leave the Workspace to trigger its deletion
Deleting a Workspace is permanent and cannot be undone.
How do I manage which users can create projects or tasks? #
You can set permissions for creating and managing projects, tasks, clients, and tags under the Arbeitsbereichseinstellungen > Allgemein angezeigt.
Can I change the Workspace’s name or billable rates? #
Yes, both the Workspace name and the default billable rates can be adjusted in the Arbeitsbereichseinstellungen. You can also configure the currency used for billing.
Can I switch between multiple Workspaces? #
Yes, you can. If you’re a member of multiple Workspaces, you can switch between them at any time using the Navigationsmenü. The switch will log you out of the current Workspace and log you into the selected one.
How do I archive a Workspace? #
You can’t directly archive a Workspace. However, you can deactivate all users to prevent access while keeping the data intact.
For more information on how to deactivate workspace user, check out diesem -Artikel.
What happens when I leave a Workspace? #
If you leave a Workspace, you will need to be invited back by a current member if you want to rejoin. Workspace owners can’t leave a Workspace unless they transfer ownership first or are the only member.