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 Compte CAKE.com 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.

Visibilité #

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  #

Avec un seul compte Clockify, vous pouvez créer ou joindre plusieurs espaces de travail. Ces espaces de travail sont des entités distinctes, chacune ayant son propre ensemble d'utilisateurs, de projets et d'entrées de temps.

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.

Par exemple, si vous avez deux entreprises ou départements, vous pouvez créer deux espaces de travail et inviter différentes personnes à chacun d'eux. Vous pouvez ensuite passer de l'un à l'autre selon vos besoins.
Ou bien, vous pouvez être membre d'une équipe dans un espace de travail et suivre le temps pour l'entreprise pour laquelle vous travaillez, et avoir un espace de travail personnel où vous suivrez vos affaires personnelles et serez administrateur.

Paramètres de l'espace de travail #

As a Workspace Owner ou Administrateur, you have access to configure the settings for your Workspace. To access the Workspace settings:

1. Click on the options button next to the Workspace name
   
2. Choisissez Paramètres de l'espace de travail dans la liste déroulante
3. You’ll be redirected to the Workspace settings > General tab

Here’s what you can configure:

• Activez Feuille de temps
• Upload company logo
• Change the name of your Workspace
• Définissez taux facturables et la devise
• Définissez 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
• Activer les favoris des projets
• Allow users to mark certain projects as Favorites
• 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:

Tous les utilisateurs, quel que soit leur rôle, peuvent gérer un espace de travail via leur compte CAKE.com : 

1. Accédez aux paramètres du profil dans le coin supérieur droit de l'écran 
2. Choisissez l'option Gérer le compte CAKE.com 
3. Vous accéderez à la page du copte CAKE.com account de votre organisation
4. Cliquez sur la page Espaces de travail

Vous pourrez y gérer tous les espaces de travail dont vous êtes membre et qui font partie de cette organisation.

Pour plus d'informations sur la gestion de votre espace de travail, consultez l'article du centre d'aide CAKE.com.

FAQ #

How can I access the Workspace settings? #

To access Workspace settings:

1. Click the options button next to your Workspace name
2. Sélectionner Paramètres de l'espace de travail 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.
• Les administrateurs can manage users and settings but can’t delete the Workspace or transfer ownership.

How do I transfer ownership of my Workspace? #

1. Accédez aux paramètres du profil dans le coin supérieur droit de l'écran 
2. Choisissez l'option Gérer le compte CAKE.com 
3. Vous accéderez à la page du copte CAKE.com account de votre organisation
4. Click the Members page
5. Choose the Workspace member you’d like to transfer ownership to
6. Click the menu in the top right corner
7. Choose the option to transfer

For more information about ownership transfer, check out cette page .

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 Espaces de travail page in your CAKE.com Account.

1. Accédez à la page des Paramètres du profil dans le coin supérieur droit de l'écran 
2. Choisissez Manage CAKE.com account . 
3. You’ll jump to the CAKE.com account page of your organization
4. Cliquez sur le bouton Espaces de travail .
5. Choose the workspace you’d like to delete
6. From the trois points menu on the right, choose the Supprimer l'espace de travail .

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 Paramètres de l'espace de travail > Général .

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 Paramètres de l'espace de travail. 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 Menu de navigation. 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 cette page .

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.