Settings Overview

This article covers how to edit and change the settings in your BasicOps Workspace as an Administrator and Individual.

Note: You will only see the Administration Settings when you are an Administrator.

In this article, we will cover: 

• Administration
  • Workspace
  • Users
  • Integrations
    
  • Import
  • Task Status
  • Plans
• My Account
  • Preferences
  • Profile
  • Password
  • Notifications
  • Themes

Administration

Note: Some tabs are only visible to Admins on their BasicOps Workspace. This includes the Workspace, Users, Integrations, Import, Task Status and Plans sections.

Workspace

Here you can edit your Workspace details. This includes name, plan, ownership, and access permissions.

Users

In your BasicOps Workspace, you can add team members as Users, External Users, or Vendors.

Integrations

Your BasicOps Workspace can be connected to applications like Zoom or Webex Meetings. Admins can add or remove integrations. Some integrations are only accessible in certain plans. 

Import

Easily import tasks, projects, and users from platforms like Asana, Trello, or monday.com.

Task Status

Through Task Status, you can create and customize task statuses for your Workspace. You can add, remove, or color-code status categories.  

Note: Task Status is only available to Business plans and up. 

Plans

Choose from four Workspace plans - Free, Standard, Professional, and Enterprise. Each offers different features and user limits. To change your plan, click Select on the plan you want.

My Account

Note: These settings are available to all users.

Preferences

All users can customize their notifications, calendar integrations, and display options in the Preferences tab.

Profile

Use the Profile option to update your personal information. This includes name, email, and profile photo.

Password

You can change or reset your password here.

Notifications

Here, you can edit your notifications for each platform. 

Note: Device and browser settings may also change how you receive BasicOps notifications.

Themes

Users have the ability to change the appearance of their Workspace with available themes. 

Chat and Channels

Here, you can edit your Chat and Channels preferences.

To read more about Chat and Channels Settings, read here.