Managing the different aspect of your space, such as billing, user-roles and others can be done with ease straight from the admin’s account-settings. This is your go-to screen for all space & billing related preferences, from which you can apply crucial settings to your account.
Availability:
The following user-types can take advantage of this feature:
Family users - admins only.
Teams users - admins only.
The feature is available on web/desktop apps only.
🛠️ How does it work?
You can update all space related settings through the Management screen.
The screen is completely secure and only visible to space admins.
🖥️ How to access the space management screen
🖥️ How to access the space management screen on Web/ Mac/ Windows
🖥️ How to access the space management screen on Web/ Mac/ Windows
Open the settings menu from the top left settings icon/ profile image next to your profile name.
Select "Manage space".
Note: At this time you can manage different spaces from the web app only. You can also open this menu from the left panel from the 3 dots next to the space title > "Manage space".
🗂 How to review different spaces
💻 How to review different spaces on Web/ Mac/ Windows
💻 How to review different spaces on Web/ Mac/ Windows
Open the settings menu from the top left settings icon/ profile image next to your profile name.
Select "Manage space".
If you have more than 1 space select which one you want to review from the top left arrow.
Note: At this time you review different spaces from the web app only.
👥 How to add\remove members & set permission-levels
💻 Web/ Mac/ Windows
See instructions here.
✍️ How to rename a space
💻 How to rename a space on Web/ Mac/ Windows
💻 How to rename a space on Web/ Mac/ Windows
Open settings by clicking the settings icon or profile image on the top left next to your name.
Open "Manage space".
Press the 3 dots menu on the right.
Select "Rename space" and edit and save.
👤 How to change a space admin
💻 How to change a space admin on Web/ Mac/ Windows
💻 How to change a space admin on Web/ Mac/ Windows
Open settings by clicking the settings icon or profile image on the top left next to your name.
Open "Manage space".
Choose the new admin from the list of the space members below and click on their member role.
Change the role to "Admin".
You can now safely leave the space.
✅ How to change checkbox settings
You can set to see checkboxes for board tasks or hide them under settings.
💻 How to change checkbox settings on Web/ Mac/ Windows
💻 How to change checkbox settings on Web/ Mac/ Windows
Open settings by clicking the settings icon or profile image on the top left next to your name.
Open "Manage space".
Toggle ON or OFF "Show checkboxes in boards"
💡 Note: this feature is being gradually released if you do not see it please contact our support team and they will enable it for you.
❌ How to delete an inactive space
💻 How to delete an inactive space on Web/ Mac/ Windows
💻 How to delete an inactive space on Web/ Mac/ Windows
Open settings by clicking the settings icon or profile image on the top left next to your name.
Open "Manage space".
If you are the admin of the space press the 3 dots menu -> delete.
Note: If you are not the admin contact the space admin and ask them to remove you as a member, see instructions here.
💲 How to manage payments and subscriptions
💻 Web/ Mac/ Windows
Click here to see information regarding Billing and Invoicing.
Click here to see information regarding Refunds & Cancellations.
Click here to see information regarding Subscription Plans.