The second section on the Settings page is dedicated to the Workspace settings - a section that's only visible to admins. In there, admins can configure various aspects of that workspace.
1. Workspace toggle
The Workspace settings start off with a helpful toggle that enable workspace admins to (1.) remember which workspace they're configuring, and (2.) move to configure another workspace they are also admin on.
2. General
The second section in Workspace settings is dedicated to configure the more general aspects of that workspace. It currently offers the capability to update the workspace avatar (eg: to temporarily replace it with the rainbow variation to celebrate Pride month), and to adjust the Workspace name.
3. Members
This section is leveraged by Admins for the purpose of user management. Please read the detailed article on this here.
4. Groups
This section is leveraged by Admins for the purpose of group management. Please read the detailed article on this here.
5. Taxonomy
The Taxonomy section in the Workspace settings is designed to help Admins gain better control over the info fields and attachment categories used in their workspace.
a. Custom and General fields
Similar to the Info drawers on Asset pages and Project pages, this section reflects 'Custom fields' and 'General fields'. Custom and General info fields appear (to the user) in the order they were created in - they can not be rearranged. Cohero currently offers either fields in six types:
Boolean field: Offers a true/false checkbox
Date field: Offers a date picker
Enumeration field: Offers an enumerated list of values
Formula field: Enables a computed field - please contact Cohero Support for support in setting this field up.
Select field: Offers list of options
Text field: Offers a free text area to write in
Fields can be made available to Assets (asset info), Projects (project info), or both.
b. Creating new custom fields
To create a new custom field, press the '+ New field' button. An initial dialog appears, to start configuring your new field. This dialog requires 3 things:
Name for the field. This is the name (or label) that will appear to all users of Cohero.
Type the field should be. This informs the nature of the field, and what the next step of this field creation will be.
Application of the field. Choose whether you need this field to appear as part of Asset info, Project info or both.
The next step, largely depends on which Type you have selected. In this step, you're asked to configure your field. If you've selected a 'Select field', you'll now be able to add Values (options in the list the user can choose from). You can even select a Default value if you wish to.
Lastly, this step gives you the option to choose whether this field is something your Project / Asset should be filterable by, or sortable by.
c. Adding / hiding / changing field values
In the section 'Options', you can add values to the list. To add, simply type a value in the box and press '+'. The value appears in the list below.
You can easily rearrange the values in this field, by dragging and releasing them to different positions in the list. To edit them, just click the pencil icon, and adjust the value.
When you're done making changes, don't forget to press 'Save changes'.
6. Security
The Security section is currently in BETA. This section is created to support the workspace admin to better control the level of authentication and authorisation for that workspace, for instance by applying a Single Sign-On condition. To configure this section, please reach out to APS Tech Support to provide you with guidance and support.
