Guide 06 · Administration
Workspace management
Define who can do what, review your plan and set up your company's identity and codes.
Guide sheet
- Guide
- 06 of 17
- Area
- Administration
- For
- Owners and administrators
Members and two-level permissions
Level 1, workspace:
- Owner («Propietario»): full control, billing and deletion.
- Admin: management of the team, projects, purchasing and catalogs.
- User («Usuario»): manages and edits their assigned projects.
- Viewer («Visor»): read-only across the workspace.
Level 2, department: Engineering, Production, Quality or Purchasing. It enables sign-offs by context, for example approving an ECO or closing an NCR.
Plan and quotas
In Settings → Plan («Ajustes → Plan») you can check active projects, members and enabled modules.
Identity
Trade name, logo, accent color and base currency (COP, USD, EUR or MXN).
Automatic numbering
Code format for work orders (WO-####-YYYY), tasks (T####) and parts (P####).
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