Space overview

A space is a container for workspaces. In a shared space you can configure settings that apply to all its related workspaces.

For details on how site admins manage spaces at the site level, see Manage spaces - site admins.

Access the Settings area

Space and workspace configurations are performed in the Settings area.

To access the Settings area:

  1. In the banner, open the Settings menu and click Spaces.

  2. Select a space or workspace to configure:

    • Space. Select a top-level shared or isolated space.

    • Workspace. Expand a space, and select one of the child workspaces.

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Space/workspace hierarchy

Based on your license, your space can be either a shared space or an isolated space.

In a shared space, you can define settings that will be applied to all of the workspaces in the space. The shared space enables you to enforce standard processes across all the workspaces. For certain settings, workspaces can implement their own customizations in addition to the ones they inherit.

In isolated spaces, each workspace defines its own independent workflows. No elements of the workflow are inherited from the space.

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Space and workspace settings

Depending on the setting type, settings can be configured at the space level by a space admin, at the workspace level by a workspace admin, or at both levels. When settings are configured at both levels, the definition at the workspace level overrides that of the space level.

Space-level settings

The table below lists the settings that can be configured at the space level by a space admin.

An asterisk (*) indicates shared settings that can be configured at the space level, the workspace level, or both.

Setting Details
API access See API access
Calendars* See Workdays and calendars
Credentials* See Credentials
Email templates See Email templates
Entity labels See Labels
Fields* See Custom fields
Flag rules See Anomaly flags
Forms* See Custom forms
Lists* See Lists
Login message See Advanced admin tasks
Milestones* See Milestones
Configuration parameters See Configuration parameters
Permissions See Roles and permissions
Purging policy See Purge policy
Releases* See Releases

Rules*

See Design business rules
Workflow* See Workflow

Workspace-level settings

The table below lists the settings that can be configured at the workspace level by a workspace admin.

An asterisk (*) indicates shared settings that can be configured at the space level, the workspace level, or both.

Setting Details
Calendars* See Workdays and calendars
Credentials* See Credentials
Document report template See Document reports
Favorites public links See Public favorite links
Fields* See Custom fields
Forms* See Custom forms
Lists* See Lists
Milestones* See Milestones
Programs See Programs
Releases* See Releases

Rules*

See Design business rules
Teams See Teams
Workflow* See Workflow

Additional settings

The following settings are irregular in their space/workspace relationship.

Configuration Space/workspace
Devops

All devops servers are defined at the workspace level.

CD servers can also be created at the shared space level and are inherited by the workspaces.

For details, see DevOps integrations.

Users

Users can be added to the system both at the space and the workspace level. Users created in a workspace are automatically added to the space users.

You can also add existing space users to a workspace.

For details, see Users.

Workdays

Can be defined at the space, workspace, and team level. The definition at each level overrides that of the higher level.

For details, see Workdays and calendars.

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Shared items in workspaces

In addition to shared settings, space admins can also create shared items that are available in all the space's workspaces. Shared items are marked with the Shared icon.

Shared items include the following.

Item For more details
Application modules See Quality
Epics See Build the backlog
Environments See Environments
Releases See Releases
Milestones See Milestones

Permissions

Space admins and users with the Shared Entities Manager role, or any custom role based on that role, have permissions to create, edit, and delete shared items.

Other members of a shared space, including workspace admins, have read-only permissions for shared items. For details, see Roles and permissions.

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Cross-workspace reporting

In shared spaces, you can create widgets that report information across workspaces in a cross-workspace graph. Any entity that meets the widget's filter criteria is included in the graph, regardless of workspace. Shared workflows and cross-workspace reporting is available in the Enterprise edition.

Cross-workspace graphs in the dashboard can only display information that is available to all the relevant workspaces. Any changes made to a shared workflow in a workspace will not be displayed in the cross-workspace graphs. If a shared workflow was customized for a workspace, entities whose phases were defined in the customized parts of the shared workflow are included in the graph.

Limitation:  If the cross-workspace widget configuration includes phases on the x-axis, entities whose phases were customized in a workspace are ignored and not included in the graph.

For details on cross-workspace widgets using the dashboard, see Configure widget settings.

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