Edit Workspace Details

You can update the basic metadata of a Workspace at any time after its creation to reflect changes in project scope or organizational structure.

📝 Steps to Update Workspace Metadata

1. Access the Workspace Details:

• Navigate to the main Workspaces listing page.
• Click directly on the Workspace Name you wish to modify (e.g., Delta).
• This will open the specific detail view for that environment.

2. Initiate Edit Mode:

• Locate the Workspace Details section on the page.
• Click the Edit icon (✏️) located in the top right corner of the panel to make the fields editable.

3. Make Changes:

• Workspace Name: Modify the text to update the title of the environment.
• Description: Update the text to better reflect the current objective or scope of the project.

4. Save Changes:

• Click Save to apply the updates to the Workspace metadata. The changes will be reflected immediately across the platform for all workspace members.

💡 Best Practices

• Keep Descriptions Current: If a "Focused" workspace transitions from an experimental project to a semi-permanent audit tool, update the description to inform new members.
• Naming Consistency: Avoid frequent name changes for "General" workspaces, as these are often referenced in high-level executive reports.

Next Step: Need to manage who has access to these details? Visit the Managing Workspace Members Guide.