Workspace Settings

As a workspace admin, you can update workspace settings, manage members, and manage groups as needed. From the workspace General settings tab, you can rename a workspace or set a workspace solution.

Rename a Workspace

NOTE: To rename a workspace, you need to be a workspace admin.

To rename a workspace:

  1. Go to Workspace Settings by clicking Settings.
  2. On the General tab, enter the new Workspace Name.
  3. Click Save Changes and confirm you’d like to save your changes.

Rename a Workspace

Set a Workspace Solution

NOTE: To set a solution for a workspace, you need to be an organization admin.

For additional functionality, you can set a solution for a workspace, if it is available for your organization. Once a workspace solution is set, it can’t be changed.

There are different solutions you can set for a workspace:

  • Filing (SEC/SEDAR): A workspace that also includes the ability to add filing functionality for XBRL and SEC. Set this workspace solution if you plan to create any filing documents.
  • Integrated Risk (SOX/Internal Controls): A workspace that also includes the ability to add the Integrated Risk Solution. Set this workspace solution if you plan to audit and test controls.

To set a workspace solution:

  1. Go to Workspace Settings by clicking Settings.
  2. On the General tab, select the Solution.
  3. Click Save Changes and confirm you’d like to save your changes.

Set a Workspace