Space configuration

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

Access the Settings area

Space and workspace configurations are performed in the Settings area.

To access the Settings area:

  1. Open the global menu and select Administration > General Settings.

  2. Select a shared space or workspace.

  3. Select a space or workspace to configure:

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

    • Workspace.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.

The table below indicates whether settings can be configured at the space level, the workspace level, or both. Links are provided to specific help topics.

Setting Shared space Workspace Help topic
API access Check mark. X mark API access
Calendars Check mark. Check mark. Workdays and calendars
Credentials Check mark. Check mark. Credentials
Document report template X mark Check mark. Document reports
Email templates Check mark. X mark Email templates
Entity labels Check mark. X mark Labels
Favorites public links X mark Check mark. Public favorite links
Fields Check mark. Check mark. Fields
Flag rules Check mark. X mark Anomaly flags
Forms Check mark. Check mark. Forms
Lists Check mark. Check mark. Lists
Login message Check mark. X mark Advanced admin tasks
Milestones Check mark. Check mark. Milestones
Configuration parameters Check mark. X mark Configuration parameters
Permissions Check mark. X mark Roles and permissions
Programs X mark Check mark. Programs
Purging policy Check mark. X mark Purge policy
Releases Check mark. Check mark. Releases

Rules

 Check mark. Check mark. Business rules
Teams X mark Check mark. Teams
Workflow Check mark. Check mark. 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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