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workspaceoverview

Workspace Management Dashboard Overview Guide

The Workspace Overview provides a comprehensive dashboard for managing all aspects of your workspace, including projects, users, settings, and more.

Accessing Your Workspace

To access a workspace:

  1. Navigate to the Workspaces page by clicking “Workspaces” in the sidebar or visiting /workspaces.

  2. You’ll see a grid of all workspaces you have access to. Each workspace card displays:

    • Workspace name
    • Description
    • Your access level

  3. Click on a workspace card to enter that workspace.

  4. As a result, you’ll be redirected to the workspace’s Projects page at /workspace/:workspaceId/projects.

Workspace Navigation

Once inside a workspace, you can navigate to different sections using the sidebar:

Projects

View and manage all projects within the workspace. This is typically the default landing page when you enter a workspace.

Route: /workspace/:workspaceId/projects

Features:

  • View all projects in the workspace
  • Create new projects
  • Access project settings
  • View project statistics

For more details, see Projects.

Users and Groups

Manage workspace members and organize them into groups for easier permission management.

Route: /workspace/:workspaceId/users and /workspace/:workspaceId/groups

Features:

  • Add or remove users from the workspace
  • Create user groups
  • Assign users to groups
  • View user activity

For more details, see Users and Groups.

Roles

Configure roles and permissions for the workspace. Define what actions users can perform based on their assigned role.

Route: /workspace/:workspaceId/roles

Features:

  • Create custom roles
  • Assign permissions to roles
  • Assign roles to users or groups
  • View role assignments

For more details, see Roles.

Test Runs

View and manage test runs across all projects in the workspace. Track execution status and results at the workspace level.

Route: /workspace/:workspaceId/testruns

Features:

  • View all test runs in the workspace
  • Filter test runs by project, status, or date
  • Track execution progress
  • View test run summaries

For more details, see Test Runs.

Custom Fields

Configure custom fields that can be used across all projects in the workspace. Customize fields for test cases, defects, and other entities.

Route: /workspace/:workspaceId/fields

Features:

  • Create custom fields
  • Configure field types (text, number, dropdown, etc.)
  • Apply fields to specific entity types
  • Set field visibility and requirements

For more details, see Custom Fields.

Parameters

Manage test parameters and variables that can be shared across projects in the workspace. These parameters can be used in test cases and test runs.

Route: /workspace/:workspaceId/parameters

Features:

  • Create workspace-level parameters
  • Define parameter values
  • Use parameters in test cases
  • Override parameters at project level

For more details, see Parameters.

Shared Steps

Create and manage reusable test steps that can be used across multiple projects in the workspace. This helps maintain consistency and reduces duplication.

Route: /workspace/:workspaceId/shared-steps

Features:

  • Create shared test steps
  • Define step actions and expected results
  • Use shared steps in test cases
  • Update steps across all projects

For more details, see Shared Steps.

Integrations

Request and vote on integrations with third-party tools and services. Integrations are currently under development, and you can help prioritize which ones are built first.

Route: /workspace/:workspaceId/integrations

Features:

  • Request integrations for tools you’d like to connect
  • Vote on community-requested integrations
  • Track integration development progress
  • Help shape the integration roadmap

Note: Integrations are coming soon. Use the request and voting system to help prioritize development.

For more details, see Integrations Overview.

Access Tokens

Manage API access tokens for the workspace. Generate tokens for programmatic access to workspace resources via the API.

Route: /workspace/:workspaceId/access-tokens

Features:

  • Generate API access tokens
  • View active tokens
  • Revoke tokens
  • Set token expiration

For more details, see Access Tokens.

Settings

Configure workspace-level settings including workspace information, access control, and default configurations.

Route: /workspace/:workspaceId/settings

Features:

  • Update workspace name and description
  • Configure access control
  • Set default settings
  • Manage workspace preferences

Defects

View and manage defects across all projects in the workspace. Track defect status, severity, and resolution at the workspace level.

Route: /workspace/:workspaceId/defects

Features:

  • View all defects in the workspace
  • Filter defects by project, status, or severity
  • Track defect trends
  • View defect reports

For more details, see Defects Overview.

Workspace Dashboard

The workspace dashboard provides an overview of:

  • Total Projects: Number of projects in the workspace
  • Active Test Runs: Currently running test executions
  • Recent Activity: Latest actions and updates
  • Team Members: Number of users with access to the workspace
  • Statistics: Key metrics and trends

Workspace Permissions

Access to workspace features depends on your role and permissions:

  • Workspace Admin: Full access to all workspace features
  • Project Manager: Can manage projects and view workspace data
  • Team Member: Limited access based on project assignments
  • Viewer: Read-only access to workspace information

Switching Between Workspaces

To switch to a different workspace:

  1. Click on “Workspaces” in the sidebar or navigate to /workspaces.

  2. Select the workspace you want to switch to from the grid.

  3. As a result, you’ll be redirected to that workspace’s Projects page.

You can also use the workspace selector in the header (if available) to quickly switch between workspaces.

Next Steps

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