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1. Workspace Configuration — Workspace Groups & Terminology Customization

To access Workspace Configuration, open the Operator workspace, expand the Admin menu in the left sidebar, click Configuration, and select Workspace. The Workspace Settings dashboard contains two primary configuration tabs: Workspace Groups and Terminology.

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2. Workspace Groups & Creating New Workspace Groups

Workspace Groups define the sidebar categories that organize workspaces (e.g. Teams, Projects, Products, Customers). Clicking the blue + Add Group button expands the ‘New Workspace Group’ inline form to register custom workspace categories.
1

Navigate to Workspace Config

Click Admin -> Configuration -> Workspace in the left sidebar menu.
2

Click + Add Group

Click the + Add Group button on the top right of the Workspace Groups section.
3

Enter Group Name

Input group title in the Name field (placeholder: e.g. Engineering, Sales…).
4

Select Group Icon

Choose a visual icon from the icon selector palette (Users, Folder, Briefcase, Box, Layer, Star, Globe, Lightning, Building, Lock, Chip, Bar Chart).
5

Create Group

Click the blue Create Group button to register the new workspace category.
Workspace Settings screen with the Admin > Configuration > Workspace link, + Add Group button, Name field and Create Group button highlighted Workspace Settings highlighting (1) Admin > Configuration > Workspace sidebar link, (2) + Add Group action button, (3) Name input field in New Workspace Group form, and (4) Create Group primary button (Light Mode).

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3. Entity Terminology Customization

Clicking the Terminology tab opens the Entity Names management screen. Administrators can customize singular and plural terms for core platform entities, automatically updating UI labels across all workspace screens.
1

Open Terminology Tab

Click Terminology tab next to Workspace Groups in Workspace Settings.
2

Locate Target Entity

Find entity row (Task, Project, Workspace, Milestone, User, Document, Workflow, Dashboard).
3

Edit Singular & Plural Terms

Input customized singular term (e.g. Work Item) and plural term (e.g. Work Items).
4

Save Terminology

Click Save Changes to apply customized terminology enterprise-wide.
Terminology management screen with the Terminology tab selector and Task Singular/Plural editable input fields highlighted Terminology management screen highlighting (1) Terminology tab selector and (2) Task Singular/Plural editable input fields (Light Mode).