Overview
In this article, we'll walk you through the key aspects of configuring and managing spaces in Birdview. Spaces provide a powerful organizational structure, allowing you to tailor settings according to your needs. You can adjust space settings, manage members, and customize fields and workflows to optimize your workspace. The settings you choose when creating a space can be changed anytime.
In this article
Accessing space settings
The space editing screen is accessed via the space menu.
- Click a space name to open a list of existing spaces.
- To access space settings click
.
Warning
Only space administrators can access space settings.
General
The general section includes the space name and its details, such as the creator's information and the creation date of the space. On this tab, you have the flexibility to modify the space name, icon, and color at any time.
Members
Space administrators can invite users to spaces that they manage. To add a member to a space, follow these steps:
- Navigate to the Members tab in space settings.
- Click + Add member.
Tip
You also have the option to invite an entirely new user to a space.
Note
Each space can have an unlimited number of members.
Members recently added to a space will inherit the same access level they have configured in the Company settings. The assigned access level can be edited at any time.
The access level encompasses a set of permissions granted to a space member. There exist two categories of access levels for any user:
- For actions outside spaces.
- For actions inside a space.
The assigned access level is effective only inside the space, the same way as the project access level is effective inside a project, or portfolio access level - inside a portfolio.
Warning
The space access level overrides the user's global access level.
As a space administrator, you can remove any member, including other space administrators, from the list of space members at any time. To remove a member from a space, follow these steps:
- Navigate to the Members tab in space settings.
- Hover over the member you would like to remove.
- Click
that appears on the right side of the row.
Warning
It is not possible to remove the last member with an administrator access level.
Custom fields and workflows
With the introduction of spaces, the scope of use for custom fields and workflows may vary. The scope parameter (found in the Scope column) signifies the visibility of custom fields and workflows across the account. Custom fields and workflows can now have a global or space-specific scope.
- A global custom field/workflow is shared among spaces and, as a result, can be utilized in any space without restrictions.
- A space custom field/workflow is visible and usable only within the space where it was created.
Space administrators can create new custom fields and workflows for the spaces they manage. To create a new custom field/workflow for a space, follow these steps:
- Navigate to the Custom fields/Workflows tab in space settings.
- Click + Add custom field/workflow.
Importing custom fields into space
To import existing global custom fields/workflows into a space, follow these steps:
- Navigate to the Custom fields/Workflows tab in space settings.
- Click + Add custom field/workflow.
- From the dropdown that appears, select the global custom field/workflow you would like to add and utilize in the space.
You can reorder the list of custom fields in a space. The order custom fields appear on the list corresponds to the order of respective column in the space's Activity center.