Workspace Settings

Workspace settings in Squared allow you to configure the environment for your entire organization. These settings apply across all teams in your workspace and establish the foundation for how your organization operates within the platform.

Accessing Workspace Settings

To access workspace settings:

  1. Click your profile picture in the top-right corner
  2. Select "Workspace Settings" from the dropdown menu
  3. Alternatively, navigate directly to https://app.squaredmade.com/[workspace]/settings

Note: You need Administrator permissions to access and modify most workspace settings.

General Settings

Workspace Information

The basic details that define your workspace:

  • Workspace Name: The name displayed throughout the interface
  • Workspace URL: The unique URL identifier for your workspace
  • Workspace Logo: Your organization's logo displayed in the interface
  • Description: Brief explanation of the workspace's purpose

To update these settings:

  1. Go to Workspace Settings → General
  2. Click "Edit" next to the field you want to change
  3. Make your modifications
  4. Click "Save"

Default View

Set the landing page for workspace members:

  1. Navigate to Workspace Settings → General → Default View
  2. Select from options like: All Tasks My Tasks Current Sprint Dashboard
  3. Save your preference

This determines what users see first when they log in or access the workspace.

Member Management

Inviting Members

Add new users to your workspace:

  1. Go to Workspace Settings → Members
  2. Click "Invite Members"
  3. Enter email addresses (one per line or comma-separated)
  4. Choose default role (Admin, Member, Guest)
  5. Add a personal message (optional)
  6. Click "Send Invitations"

Invitees will receive an email with instructions to join your workspace.

Managing Existing Members

View and modify the status of workspace members:

  1. Navigate to Workspace Settings → Members
  2. See all members with their roles and status
  3. Use the actions menu next to each member to: Change role Deactivate account Remove from workspace Resend invitation
  4. Use bulk actions for multiple members
  5. Filter the list by role, status, or team

Role Configuration

Define permissions for different user roles:

  1. Access Workspace Settings → Roles
  2. For each role (Admin, Member, Guest), configure: General permissions Team management permissions Task management permissions Content access restrictions
  3. Create custom roles if needed
  4. Apply changes across the workspace

Security Settings

Authentication

Configure how users access your workspace:

  1. Go to Workspace Settings → Security → Authentication
  2. Configure password policies: Minimum complexity requirements Expiration periods Login attempt limitations
  3. Set up two-factor authentication requirements
  4. Configure single sign-on (SSO) if applicable
  5. Save security settings

Session Management

Control user session behavior:

  1. Navigate to Workspace Settings → Security → Sessions
  2. Set session timeout duration
  3. Configure concurrent session limits
  4. Establish idle timeout policies
  5. Apply session settings

Access Control

Define IP and device restrictions:

  1. Access Workspace Settings → Security → Access Control
  2. Configure allowed IP ranges (whitelist)
  3. Set up device restrictions
  4. Establish mobile access policies
  5. Save access restrictions

Customization

Visual Customization

Brand the interface to match your organization:

  1. Go to Workspace Settings → Customization → Appearance
  2. Upload your company logo
  3. Set primary and accent colors
  4. Choose default theme (light, dark, or system)
  5. Customize login page appearance
  6. Preview and save changes

Terminology

Adapt Squared's language to match your organization's terminology:

  1. Navigate to Workspace Settings → Customization → Terminology
  2. Customize terms for: Tasks (e.g., "Issues," "Tickets," "Stories") Sprints (e.g., "Iterations," "Cycles") Teams (e.g., "Departments," "Groups")
  3. Save terminology changes

Custom Fields

Create workspace-level custom fields available to all teams:

  1. Access Workspace Settings → Customization → Custom Fields
  2. Click "Add Field"
  3. Configure the field: Name and description Type (text, number, date, select, etc.) Options (for select fields) Default value Availability (which teams can use it)
  4. Save and make available to teams

Integrations

External Tools

Connect your workspace with third-party tools:

  1. Go to Workspace Settings → Integrations
  2. Browse available integrations by category: Development tools (GitHub, GitLab, etc.) Communication (Slack, Microsoft Teams, etc.) File storage (Google Drive, Dropbox, etc.) Analytics and reporting
  3. Click "Configure" next to the desired integration
  4. Follow the setup process for each tool
  5. Test the connection

API Access

Manage programmatic access to your workspace:

  1. Navigate to Workspace Settings → Integrations → API
  2. Generate API keys for external services
  3. Configure webhook endpoints
  4. Set up OAuth applications
  5. Monitor API usage and rate limits

Billing and Subscription

Plan Management

View and modify your subscription:

  1. Access Workspace Settings → Billing → Subscription
  2. View current plan details
  3. Compare available plans
  4. Upgrade or downgrade as needed
  5. Update billing information

Usage Monitoring

Track your resource usage:

  1. Go to Workspace Settings → Billing → Usage
  2. View metrics like: Active users Storage usage API calls Feature utilization
  3. Set up alerts for approaching limits
  4. Optimize usage based on reports

Data Management

Import/Export

Move data in and out of your workspace:

  1. Navigate to Workspace Settings → Data → Import/Export
  2. For importing: Select data type (tasks, users, teams) Choose import format (CSV, JSON) Upload file Map fields Confirm and execute import
  3. For exporting: Select data to export Choose export format Configure additional options Generate and download file

Backup and Retention

Configure data preservation policies:

  1. Access Workspace Settings → Data → Backup
  2. Schedule automatic backups
  3. Set retention periods
  4. Configure storage locations
  5. Test restoration process

Audit Log

Review all significant actions in your workspace:

  1. Go to Workspace Settings → Data → Audit Log
  2. Filter by: Date range User Action type Affected resource
  3. Export logs for compliance or analysis
  4. Set up automatic archiving

Notification Settings

Default Notifications

Configure organization-wide notification defaults:

  1. Navigate to Workspace Settings → Notifications
  2. Set up default notification preferences for: Task assignments Comments and mentions Status changes Due date reminders
  3. Configure delivery methods
  4. Allow or restrict individual overrides

Announcement System

Set up workspace-wide announcements:

  1. Access Workspace Settings → Notifications → Announcements
  2. Create templates for common announcements
  3. Schedule recurring announcements
  4. Configure urgent notification protocols
  5. Set up announcement archiving

Advanced Settings

Feature Flags

Enable or disable specific features:

  1. Go to Workspace Settings → Advanced → Features
  2. Toggle individual features on or off
  3. Configure beta features access
  4. Set feature availability by team
  5. Save feature configuration

Workspace Migration

Move your workspace to a different URL or account:

  1. Navigate to Workspace Settings → Advanced → Migration
  2. Generate a migration package
  3. Follow the step-by-step migration wizard
  4. Verify data integrity after migration
  5. Update external references and bookmarks

Workspace Deletion

Remove the workspace permanently:

  1. Access Workspace Settings → Advanced → Danger Zone
  2. Click "Delete Workspace"
  3. Read warnings carefully
  4. Enter workspace name for confirmation
  5. Understand this action cannot be reversed

Best Practices for Workspace Settings

  • Document Your Configuration: Keep records of your settings and the rationale behind them
  • Regular Audits: Schedule quarterly reviews of workspace settings and access
  • Incremental Changes: Make one significant change at a time to assess impact
  • User Feedback: Collect feedback from team members before making workspace-wide changes
  • Testing: Test major settings changes in a staging workspace if possible

Common Questions