Super Administrators only. For security reasons, you will be prompted to enter your password when you access this page.
Workplace Online > Team > Manage Projects > enter password
Super Administrators are able to manage all team projects, regardless of whether or not those project have been explicitly shared with them.
Super Administrators even have access to the Personal Documents folder assigned to every team member when they are added to the team.
This page allows super administrators full access to all project management functions.
- Go to TeamA team is an entity, usually a company, which subscribes to the Workplace service. A team is made up of members and connections. > Manage Devices. The following popup displays:
- Enter your username and password if they are not autopopulated by the system.
- Click Continue.
Click the up or down arrow next to a column heading to sort items in ascending or descending order.
The area above the list allows you to limit the devices displayed:
- To display only all members' projects, all members' deleted projects, projects by active members, projects by deleted members, or projects by group, make a selection from the dropdown menu in the upper left corner of the list.
- To search by project name, begin typing your query in the search field. The list will automatically update. To remove the query, click the in the search field
Use the check boxes on the left side of the device list to select more than one device.
To access all available functions, hover over the item and click the icon, or right-click the item. Then select one of the options from the resulting menu.
|Menu Item||Sub-Menu Item||Use it to...|
|Add||Add Folder||Add a folder to your project. This will open the Create New Folder popup:
Enter the folder name and optionally add a description, then click Create Folder.
|Copy||Copy the project to your clipboard.|
|Upload||Upload files to this project:
Drag and drop files into the cloud image or click Select Files to Upload to browse for files.
|Download||Download||Download the project to your computer's default download location.|
|Restore||Restore this project on your computer. Not that this option requires that Workplace DesktopAlso known as the Workplace Desktop app, and in the context of this documentation, simply "the app," Workplace Desktop is the software installed on a computer that is responsible for synchronizing data between the local drive and the cloud. is installed on the device.|
|Manage||Rename||Rename the project . This will open the Rename Project popup:
Edit the project name, optionally update the description, then click Rename.
|Archive||Hide, but not delete the project. This will open the Archive Project popup:
To confirm, click Archive.
Archived projects are not deleted; they are just hidden. Archiving a project only hides it for you. It will still be visible to other users.
You can display archived projects using the dropdown menu in the Project List.
|Previous Versions||View previous versions of the project. Refer to Previous Versions.|
|Reassign||Reassign the project to another team member. This will open the Reassign Project popup:
Select the resource, optionally select the Grant Full Access & Reshare permissions to old owner when reassigning the project check box, then click Reassign Project.
|Delete||Delete the entire project and all files and folders in the project. Confirm your action in the Delete Project popup.
BEFORE YOU DELETE a project, please read Deleting and Undeleting.
|CommentComments are user-created notes attached to a project, folder, or file. Comments are a mechanism for collaboration and remain associated with the project, folder, or file, providing a clear and simple overview of conversation relating to the project, folder, or file.||Add a project comment. This will open the Add New Comment popup:
Enter your text, then click Add Comment.
This option is only available to connections if Reshare permissions were granted when the project was shared with them.
|Share the entire project with one or more team members. For details, refer to Manage Project, Folder, and File Team Shares.|
|Public ShareA public share allows users that do not have a named Workplace account to access a project, folder, or file within Workplace.
This option is only available when enabled by your administrator via Policy Profiles.
|Create a public share for the project. For details, refer to Manage Project, Folder, and File Team Shares.|
If you enable this setting, your service provider will be able to perform all aspects of project management available on this page.
- Click the Configure button.
Toggle the Grant my service provider full access to all Projects in my Workplace"Workplace" describes the Autotask Workplace service in its entirety. team switch.
- Click Confirm.
All administrators on the team will be automatically sent an email notification of any changes made to this settling.
- Click the Public Shares button. This will open the Manage Public Shares page:
On this page, you can perform all public shares management tasks on all public shares created by any user. For more information, please refer to Manage Project, Folder, and File Public Shares.
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