Workspace
Overview
Workspace state
- Role
- -
- Workspace ID
- -
- Last updated
- -
- Parked until
- -
Workspace controls
Subscription
Billing and plan
Plan
Tax profile
No fiscal documents stored.
Hosted files
Storage
Usage by file type
| Type | Files | Storage |
|---|
Cleanup suggestions
OPERATIONS
Locations
Create sites, maintain access information, and assign the people responsible for them.
Add location
A location can be a store, building, department, clinic, or service area.
| Location | Address | Assigned people | Manager |
|---|
People and location access
Move managers or assign technicians without changing their account.
| Person | Role | Locations |
|---|
Directory
Users
Invite user
Create one invitation, then share it anywhere.
Invite code
-| Role | Recipient | Expires | Status | Revoke |
|---|
| User | Role | Contact | Availability | Status |
|---|
Transfer ownership
Operations
Responsibilities
Route categories through durable profiles that remain when personnel change.
New responsibility profile
Choose categories, coordination, evidence review, and eligible field workers.
Active profiles
Transfer a person’s complete responsibility without rebuilding routing rules.
Reporting lines
Managers see their direct reports’ work across category boundaries.
PUBLIC INTAKE
Request links
Create temporary links and QR codes for people who do not need a Workdesk account.
Create a location link
The link accepts requests until it expires or you revoke it.
Existing links
Expired and revoked links cannot submit new requests.
| Location | Label | Expires | Requests | Status |
|---|
Workspace data
Backup and export
Workspace export
- Format
- JSON
- Attachment files
- Manifest only
Closed ticket archives
| Period | Tickets | Size | Created | Download |
|---|
No admin workspaces
Create a workspace here or ask an owner to invite you.