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Browse the Help Center
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Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
  1. Help Center
  2. /
  3. Workspace administration

Workspace settings overview

Find your way around workspace settings: where to open them and what each section controls.

1 min read

Workspace settings are where administrators shape fluxems for everyone: people and roles, the reference lists documents use, work item setup, and the audit log. This guide is the map.

Open workspace settings

  1. 1

    Click your avatar in the top bar, then Settings.

  2. 2

    You land in the workspace settings area, with a sidebar listing every section you can manage.

The Overview page

Overview is a quick health check of the workspace itself:

  • Organization ID and Organization code: how your workspace is identified, handy when you contact support.
  • Active since: when the workspace was created.
  • Total users: how many people are in the workspace.
  • Total storage used: how much space your documents take up.

What each section controls

SectionWhat it controls
UsersEveryone in the workspace and the role each person holds.
TeamsGroups of people you can add to projects together.
Security & PermissionsWhat each role can see and do.
Audit logThe workspace-wide record of every meaningful action.
Projects settingsThe reference lists behind every document: types, statuses, disciplines, suitability codes, confidentiality levels, transmittal reasons, distribution lists, and custom meta fields.
Work item settingsTypes, custom fields, statuses, priorities, and default assignees for work items.

Sections follow your permissions

What you see in the settings sidebar depends on your role. If a section from this guide is missing, ask a workspace administrator to check your permissions.

Related articles

  • Manage users and teamsWorkspace administration
  • Configure document settingsWorkspace administration
  • Read the audit logWorkspace administration

What's next?

Start with the people side of the workspace.

  • Manage users and teams

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On this page

  • Open workspace settings
  • The Overview page
  • What each section controls
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