Accessing Enterprise/Workspace Settings 

Enterprise and Workspace Settings allow you to perform actions such as adding users, assigning user roles and permissions, and managing brand colors for each Enterprise and Workspace. This article describes how to access these settings.  

Step 1:
From anywhere in the application, click the side menu at the top-right corner of your screen.  

Step 2:
Click “Enterprise Settings”. 

To access settings for a specific enterprise:

Step 3:
Using the list on the left-hand side of your screen, locate and click on the appropriate Enterprise name. The top of the screen should read: “ENTERPRISE SETTINGS: Enterprise Name” and you are free to manage enterprise settings, such as creating custom metadata.

To access settings for a specific workspace: 

Step 3:
Using the list on the left-hand side of your screen, locate the enterprise in which the workspace resides. 

Step 4:
Click the blue arrow to the left of the home icon so that it rotates downward to expand the Enterprise and reveal its Workspaces.

Step 5:
Click the appropriate Workspace name


Step 6:
The top of the screen should read: “WORKSPACE SETTINGS: Workspace Name”, and you are free to manage settings for that specific Workspace, such as turning on the approval workflow 

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