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General workspace administration

As a workspace Admin you can add users, change user roles, allow other domains to have access to your projects, and create shared assets in your workspace settings.

Users & Groups

All roles except for Guests can view their workspace's users and groups in their workspace settings panel. Only Admins can create and edit user roles.

User roles

Guest: Guests can have projects shared with them, but are not able to create new projects, duplicate projects, or view all of the projects in your workspace. Guests can edit projects where they have been granted the Editor permission. The Guest profile is most useful for workspaces that have a partner company (e.g., customer or contractor) that needs to be able to see - but not create - projects shared with them.

Member: Members are users in an workspace who can login to Hex but cannot create or edit projects. They can only access Projects as Viewers or App Viewers.

Author: Authors are able to create and edit projects. These are the standard users in Hex.

Admin: Admins have all the powers of Authors, but also have access to modify a workspace's users, assets, and settings.

Groups

Admins can define subsets of users as a group in the Groups sections of the Users & groups tab on the workspace settings page. Add a group by clicking the + Group button, naming the group, and selecting users from the search bar at the bottom of the dialog. Individual users can appear in as many groups as desired.

Allowed domains

Admins can allow anyone with an email address belonging to a certain domain (e.g. hex.tech) to log into your workspace with the default role. By default, any user with an allowed domain will be able to log in, so there's no need to manually create a user account for each person in your workspace.

In most cases, you will want to set up the default role as "Member". Any Users who should not have the default role (e.g., Admins) need their roles set explicitly in the Users field.

Project organization

Hex includes two types of tags that can be used to organize and manage projects: Status and Category. By default, Hex includes 3 Categories and 5 Statuses, but Admins are free to edit the defaults and add their own. Any edits to a category or status will automatically be reflected on all projects it is used on.

Once assigned to projects, categories and statuses can be used to filter the Projects page.

caution

Deleting a status or category will remove it from all projects it is currently assigned to, and cannot be undone. You can re-create the category with the same name, but it will have to be manually re-assigned to projects.

Default categories: External, Internal, Template

Default statuses: Approved, Archive, Exploratory, In Progress, Production

Workspace settings

Workspace timezone

Admins can set a workspace timezone in the General section of Workspace Settings.

This timezone is the default target timezone used by chart cells when displaying timestamp values. It can be overridden at the project-level, or per app session for published apps.

By default, this is set to 'UTC'. Typically, the value of an organization's head office should be chosen as the workspace timezone. See the docs on chart cell timezones for more information on how this is used in projects.