Manage Workspace

COMING SOON

Workspace management in the CAKE.com Suite simplifies the task of overseeing all workspaces within an organization. Here is a break down of all the functionalities available to different user roles: 

• Organization owner
  Owners have top-level permissions and can oversee all workspaces and create new ones within an organization. 
• Workspace admin
  Admins can manage specific workspaces (Clockify, Pumble or Plaky) where they have admin roles. They can also create workspaces on other products within the organization.
• Member
  Members have access to the workspaces they’re part of and can deactivate themselves if needed.

Features overview

User role	Functionality
Owner	View all organization workspaces with detailed info
	View, edit, manage subscriptions, transfer, delete, and create workspaces
Workspace admin	Manage specific workspaces where they hold administrative roles
	View, deactivate themselves (if members of workspaces) Edit, manage subscriptions (if workspace admins)
	Create new workspaces and explore new products
Member	View and access the workspaces they’re members of
	Basic options to view their workspace and deactivate themselves

For more information on user roles and access permissions, check out Roles and permissions.

Create new workspace

If you’re managing multidisciplinary work across multiple teams, using separate workspaces can help you organize projects, teams, and resources more effectively. 

To create a new workspace inside your organization, follow these steps:

1. Navigate to Workspaces from the left sidebar
2. Click on + Create workspace in the top right corner
3. Select the product from the dropdown
   
4. Enter workspace name
5. Click Create to complete the action

As a result, your workspace will appear in the list of workspaces created in the organization.

Change workspace image & name

To rename a workspace or change its image:

1. Navigate to Workspaces from the left sidebar
2. Click on three dots next to the workspace you want to rename
3. Select Edit name and image
4. Enter new workspace name
   

Or

Click on an image to upload new image

5. Click Save changes to complete the action

The changes will be immediately visible.

Delete workspace

As an Organization owner you can manage workspaces that are a part of that organization and delete them when necessary. Each workspace can be deleted from the three dots menu on the Workspaces page.

To delete workspace in your organization:

1. Navigate to the Workspaces page in the left sidebar
2. Click on three dots next to the workspace name to open the workspace menu
3. Choose Delete workspace option
4. Click Delete in the confirmation modal to proceed with the workspace deletion