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Set up and edit your space from the Space Management screen
Set up and edit your space from the Space Management screen

Manage your Space, permissions, billing and members through a single screen

Updated over 2 months ago

The Space Management screen is your central hub for overseeing all aspects of your Space. Whether you're a Workspace (Teams) admin or a Family admin, you can use it to edit your Space, adjust settings, manage billing details, handle user roles, and even remove the Space entirely if no longer active. This all-in-one interface makes it easy to manage everything directly from your account settings, ensuring your Space is organized and functions just the way you want.

Note: This screen is currently available only on our desktop and web apps.


🖥️ How to access the Space Management screen

As a Space Admin for a Family Space or Workspace, accessing the Space Management screen is simple and straightforward:

  • From our desktop and web apps, click on the settings icon or your avatar located next to your profile name in the top left corner.

  • Then, select "Manage space." This screen serves as your central hub for all managerial settings and billing information, allowing you to oversee and adjust every aspect of your Space with ease.

If you manage multiple Spaces—such as a Workspace and a Family Space or several Workspaces—you can effortlessly switch between them within the Space Management screen. You'll find a list of all the Spaces you oversee, accessible via a drop-down arrow next to your current workspace title. Simply select the Space you want to review, and you'll be taken directly to its specific management screen. This functionality allows you to customize settings, adjust user roles, and handle billing for each Space individually, giving you full control over all your collaborative environments from one convenient location.


✍️ How to rename a space

Admins can easily rename their Workspace or Family Space to better reflect their team's identity or project focus. To do this, access the Space Management screen, then press the 3 dots menu on the right upper corner and select "Rename space". Simply enter the new title that suits your needs and save the changes.


👤 How to change a space admin and manage user roles

As an admin, you can easily manage user roles within your Space to suit your team's needs. You have the option to add more admins to help manage the Space, or even assign a new admin and change your own role to a member if necessary (or leave the space entirely). From the same management screen, you can also adjust each member's role individually, restricting or granting permissions as needed to keep everything running smoothly.

This can be particularly helpful for larger teams that need to grant billing access to finance personnel, since only admins can view billing details and invoices. Remember, admins have full access to all Space management settings, so it's important to grant this permission thoughtfully and it can be changed back if needed.

To change admins and other permission-levels:

  1. Choose the desired members from the list of the space members and click their member role status.

  2. Change the role to "Admin" or any other status of your choosing.

  3. You can now safely leave the space.

How to change a space admin on Web/ Mac/ Windows

💡 For full information about user roles and permission-levels, see this article.


⚙️ Activating collective space-features (AI & Checkboxes)

Admins can enhance their Space by activating or deactivating certain features for all members. Two key features you can manage are Any.do AI and Checkboxes for Boards (task completion):

  • Any.do AI: Enabling this adds AI-powered functionalities to your boards and tasks, providing smart suggestions to boost productivity and get you straight on-task.

  • Checkboxes for Boards: This feature allows members to check or uncheck tasks within their boards, signaling their completion status, similar to how tasks are managed in the Personal Space.

You can toggle these features on or off at any time by accessing the Space Management screen and toggling these options ON/OFF.

Note: When a feature is disabled, all members will lose access to it, giving you control over which tools are available based on your team's needs.


🧾 How to manage billing preferences for your space

The Space Management screen makes it easy to handle all your billing preferences for your Workspace/Family Space. Here, you can view the details of your current plan, access your invoices, and set an email address to receive all future invoices.

If you need to update your payment details, you can do that directly from this screen as well. Everything related to billing is centralized, so you can keep your financial information up to date without any hassle. To view all info related to billing and invoicing, check out this collection.


❌ How to delete a space

If your Workspace or Family Space has expired or is no longer active, and you've canceled your subscription, you have the option to delete it from your account. Deleting the Space will remove it for all associated members, so please proceed with caution as this action is irreversible. Remember, deleting the Space is not the same as canceling the subscription.

Before you can delete the Space, ensure that you have full admin rights over all boards within it. If the Space contains a board where another member is the board-admin (and you're not), you'll need that member to either remove the board or grant you board-admin permissions. Only then can the Space be deleted by accessing the Space Management screen, then clicking the 3 dots menu and choosing 'delete'.

How to delete an inactive space on Web/ Mac/ Windows

Note: Members cannot remove Spaces themselves. If a member wishes to leave a Space so it no longer appears in their Any.do account, they should reach out to the Space admin and request to be removed entirely.


🎯 FAQs

🔓 Who can access the Space Management screen?

Any member of a Family Space or Workspace who has been assigned Admin permissions can access the Space Management screen. This is the admin's main hub for all managerial settings and billing information.

🗂 Can I manage multiple Spaces from one account?

Yes, if you're an admin of multiple Spaces—such as a Workspace and a Family Space or several Workspaces—you can switch between them in your account settings. This allows you to review and apply different settings to each Space individually.

🔐 Is it possible to change the Space Admin or manage user roles?

Yes, as an admin, you can add more admins to help manage the Space or assign a new admin and change your own role to a member if needed. This is especially useful for larger teams that may need to grant billing access to finance personnel. Remember, admins have full access to all Space management settings, so grant this permission carefully. For full informations about user roles and permissions, see here.

👤 How can I adjust individual member roles in my Space?

From the Space Management screen, you can change each member's role individually. This allows you to restrict or grant permissions based on each member's responsibilities within the Space. For full informations about user roles and permissions, see here.

🧩 What are the collective Space features that admins can activate or deactivate?

Admins can control features like Any.do AI and Checkboxes for Boards for all members. These features can be enabled or disabled at any time from the Space Management screen as detailed here.

❌ Can members remove a Space from their account?

No, members cannot remove a Space themselves. If a member wishes to leave a Space so it no longer appears in their Any.do account, they need to contact the Space admin and request to be removed. If there's any issue with this, please contact our team here.

🧾 How do I manage billing preferences for my Space?

The Space Management screen displays details of your current plan, allows you to access your invoices, set an email address for future invoices, and update payment details when needed. All billing-related tasks can be handled directly from this screen and you can learn all about your billing options right here.

🧐 Why might I want to add more admins to my Space?

Adding more admins can be beneficial for large teams that work with finance departments or need shared administrative responsibilities. Since only admins have access to billing details and invoices, adding a finance team member as an admin might be necessary.

🤔 What should I consider before adding someone as an admin?

Admins have full access to all Space management settings, including user roles and billing information. Only grant admin permissions to trusted individuals who require this level of access.

🗂 Can I customize settings for each Space if I manage multiple Spaces?

Yes, each Space has its own management screen where you can apply different settings, manage user roles, and handle billing preferences individually.

🔏 What happens if I deactivate a collective feature like Any.do AI?

If you disable a collective feature from the Space Management screen, all members will lose access to that feature. You can reactivate it at any time if you decide to make it available again.

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