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Edit workspace

This dialog lets you update your workspace details: name, logo, description, address, complementary information, and enabled modules.

info

This dialog is used to edit an existing workspace. The title shown is Edit workspace.

Edit workspace dialog

Prerequisites​

  • You must be signed in to Sequentia.
  • You need access to the Workspace page.
  • You need permission to manage the workspace. Without it, saving through this dialog does not complete.

Open the dialog​

  1. Open the Workspace page.
  2. In the Information section, click the pencil icon.
  3. The Edit workspace dialog opens.

Access from workspace information

tip

The dialog can also open from the invoicing flow when a company address is missing, so you can complete the workspace address.

Dialog contents​

  • Click the logo to choose an image.
  • The file is uploaded to the workspace storage.
  • On failure, an error message is shown (Error uploading image).
note

If the current logo is auto-generated (text avatar), it updates when you change the workspace name.

Name​

  • Required field (minimum 3 characters).
  • Label: Name.

Description​

  • Free-text area.
  • Label: Description.

Address​

  • Label: Address.
  • If no address is set: Add an Address button — opens a map dialog to choose / confirm an address.
  • If an address exists:
    • it is shown formatted;
    • pencil icon to enter edit mode (then save icon to keep local edits);
    • close icon (in edit mode) to clear the address.

Workspace address section

Complementary information​

  • Free-text area.
  • Label: Complementary informations.

Work document experience​

This section is informational in the dialog:

  • Title: Work document experience
  • Text: customize document labels and defaults globally for this workspace.
  • Reminder: you can fully customize the experience from Work Document settings.

Detailed configuration is not done in this dialog.

Advanced options — Modules​

Expand Advanced options, then Modules. Four modules can be enabled or disabled:

ModuleRole (summary)
MaintenancePlan and track work on your equipment
BillingQuotes, invoices, and timesheets
ChatroomsReal-time team conversations
InventoryStock, locations, orders, receipts, and suppliers

Each module has an Enable … module toggle and an information icon with a short description.

Advanced options — modules

note

If the workspace has no modules yet, recommended modules may be pre-selected based on the workspace industry.

Save or close​

ActionEffect
ConfirmCloses the dialog and saves workspace changes
Close (X)Closes without confirming (unconfirmed changes are not saved through this flow)
Help (?)Opens contextual help for this dialog

Dialog footer with Confirm

What this dialog does not do​

  • Create a new workspace: in the workspace picker, Add workspace goes to the onboarding flow, not this dialog.
  • Fully configure the work document experience (labels, types): use dedicated Work Document settings.
  • Manage members, roles, or billing: other sections on the Workspace page.

In-app help​

In the dialog header, the help icon opens contextual help. Help title: Help - Edit workspace.

To confirm with product​

  • A New workspace label exists in translations, but the dialog always shows the edit title. Confirm whether creation through this same dialog is planned.
  • The Name field requires at least 3 characters, but Confirm does not always show a blocking validation. Confirm the expected business rule (block save, show an error, etc.).
  • The pencil button on the Workspace page is not hidden for members without permission to manage the workspace. Confirm the intended behavior.