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Workspace Settings

This article will go over the options available under the workspace settings section:

  • Workspace Email Address
  • Notification Settings
  • Pin a Workspace
  • Archive Workspace
  • Delete Workspace


Workspace Email Address

Every Moxo workspace comes with its own Workspace Email Address. Use the Workspace Email Address to forward emails into a workspace. 

To use the Workspace Email Address:

  1. Click on the '...' ellipses icon.
  2. Then click on Settings.
  3. Click Copy to copy the Workspace Email Address.
  4. Cc or Bcc the Workspace Email Address on any email you would like to forward into the workspace.

The email, along with any email attachments, will be forwarded into the Moxo workspace. 



All emails sent to the workspace email address will be stored in a system-generated folder called Emails, in the files section of the workspace.



Any internal user that is a member of a workspace can use the workspace email address. Use the workspace email address to send content from other systems into a Moxo workspace, such as client invoices or receipts. 


Notification Settings

Internal users have the option to set their own notification settings for a workspace. 
Send Notification For.png

To set your notification settings:

  1. Open the workspace settings panel by clicking on Settings from the '...' ellipsis icon.
  2. Locate the Send Notification For section here, then click Edit to change the notification settings for this workspace. 
  3. Update your notification preferences in the Send Notifications For section. You can choose to receive notifications for:
    • All Activities
    • Only mentions and assigned actions
    • Nothing

Notification Settings.png
4. You can configure automation notifications to be sent as reminders for:

  • When individuals have not joined the workspace
  • Workspace actions, based on the date assigned

For each workspace, only the workspace owner will be able to edit notifications for workspace members and actions. 

Pin Workspaces

To pin important or frequently accessed workspaces to your Timeline:

  1. Open the workspace settings panel by clicking on the '...' ellipsis icon. 
  2. Then click Settings.
  3. Click Pin to Timeline.

You can pin up to 5 workspaces to your Timeline.

Only the workspace owner can deactivate or reactivate a workspace. 

 

Archive a Workspace

To keep your Timeline organized, you can archive workspaces for completed or inactive processes. Archiving hides these workspaces from the Timeline. If new activity occurs in an archived workspace, it will automatically be unarchived. 

To archive a workspace:

  1. Find Archive Workspace at the bottom of the the Settings panel. 
  2. Then move the toggle to 'On' to archive the workspace.



  3. You can access your archived workspaces from the Profile dropdown menu in the top right corner. 





You can also unarchive a workspace. To do this:

  1. Navigate to the Settings panel, by clicking the '...' ellipsis icon, and selecting Settings.
  2. Locate and click Unarchive Workspace at the bottom of the Settings panel.



Delete a Workspace

Only the workspace owner can delete the workspace. 

To delete a workspace:

  1. Open the workspace settings panel by clicking on the '...' ellipses icon, then click Settings. 
  2. Then click Settings.
  3. Click Delete Workspace.

When a workspace is deleted, all members will lose access to the workspace and its information. This action cannot be reversed. 


Leave a Workspace 

To leave a workspace:

  1. Open the workspace settings panel by clicking on the '...' ellipses icon, then click Settings.
  2. Click Leave Workspace at the bottom of the Settings panel. You will lose all access to the workspace, unless you are invited to join the workspace again.



Any internal user that is not the workspace owner can leave a workspace at any time. The workspace owner must transfer ownership before leaving the workspace. Client users do not have the option to leave a workspace.