Workspace Preferences

Workspace preferences are organisation-wide settings that apply to everyone in your OpsOS. They are shared settings, not personal ones.

What this page controls

At the moment, this page controls Auto-tag workspaces.

When this is turned on, matching workspaces receive tags automatically.

Change the setting

Go to Settings → Workspace Preferences.
Turn Auto-tag workspaces on or off.
Click Save Preference.

Things to know

This setting applies across the whole organisation, not just your own account.
For personal dashboard changes, see Understanding the Dashboard instead.

Data Exchange Venues Reference

Use this reference when preparing a **Venues** import in **Settings → Data Exchange**.

Continue →

Dashboard

The dashboard is the home page each system user sees after logging in. It gives you a quick view of the work, totals, and shortcuts that matter to you.

Managing Users

System users are the people in your organisation who log in to OpsOS directly. They are different from Planner workers, who use the worker portal rather than th

Roles and Permissions

Roles are named sets of permissions you assign to users. Permissions decide what someone can see and do in OpsOS.

The Permissions Manager

The permissions manager is the main grid for controlling what a role can do. Choose a role, then review and change its permissions grouped by module.