A workspace is an environment for an organization (or department) that contains projects and members. Open account menu › Workspaces.
Switching the active workspace
If you belong to several workspaces, press Set active next to the workspace you want. The project header shows which workspace the project belongs to.
Creating a role profile
A role profile determines, when a project is shared, which project modules the user can see or edit (risks, audit, AI, webhooks, export, workflow). System profiles are a ready-made starting point; you can also create your own profiles.
- In the Role profiles section, enter the profile name and a Summary.
- Choose the base Permission level (Viewer, Editor, Admin) and the level for each module (none / view / manage).
- Press Add.
- When sharing a project, select this profile in the Role profile field (chapter 16).