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 Account 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.
Visibilidade #
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 #
Com uma única conta Clockify, você pode criar ou ingressar em vários espaços de trabalho. Eles funcionam como entidades separadas, cada uma com seu próprio conjunto de usuários, projetos e entradas de tempo.
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.
Por exemplo, se você tiver duas empresas ou departamentos, poderá criar dois espaços de trabalho e convidar pessoas diferentes para cada um. Você pode então alternar entre eles conforme necessário.
Ou você pode ser um integrante da equipe em um espaço de trabalho e controlar o tempo para a empresa em que trabalha e ter um espaço de trabalho pessoal onde controlará seus projetos pessoais e será um administrador.
Configurações do espaço de trabalho #
As a Workspace Owner or 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
- Choose Workspace Settings from the dropdown
- You’ll be redirected to the Workspace settings > General tab
Here’s what you can configure:
- Enable Timesheet
- Upload company logo
- Change the name of your Workspace
- Set billable rate and currency
- Set 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
- Marcar projetos favoritos
- 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.
Todos os usuários, independentemente de sua função, podem gerenciar um espaço de trabalho por meio de sua conta CAKE.com:
- Navegue até as Configurações do perfil no canto superior direito da tela
- Selecione a opção Gerenciar conta CAKE.com
- Você irá para a página da conta CAKE.com da sua organização
- Clique na página Espaços de trabalho
Aqui você poderá gerenciar todos os espaços de trabalho dos quais você é membro e que fazem parte daquela organização.
Para obter mais informações sobre como gerenciar seu espaço de trabalho, confira o artigo da Central de Ajuda da CAKE.com.
Perguntas frequentes #
How can I access the Workspace settings? #
To access Workspace settings:
- Click the options button next to your Workspace name
- Select Workspace settings 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.
- Administradores can manage users and settings but can’t delete the Workspace or transfer ownership.
How do I transfer ownership of my Workspace? #
- Navegue até as Configurações do perfil no canto superior direito da tela
- Selecione a opção Gerenciar conta CAKE.com
- Você irá para a página da conta CAKE.com da sua organização
- 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 this article.
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 Workspaces page in your CAKE.com Account.
- Navegue até as Configurações do perfil no canto superior direito da tela
- Selecione a opção Gerenciar conta CAKE.com
- Você irá para a página da conta CAKE.com da sua organização
- Click the Workspaces page
- Choose the workspace you’d like to delete
- From the three dots menu on the right, choose the Delete workspace option
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 Workspace settings > General tab.
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 Workspace settings. 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 Navigation menu. 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 this article.
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.