The Organizations and Workspaces Dashboard

The Organizations and Workspaces Dashboard provides an overview of all of the Shortcut Organizations associated with your user account. Under each Organization, you'll see its Workspaces. You can access this page by selecting the logo or icon in the top left corner of the UI, and then selecting View All.

 

You'll also find information about each Workspace, such as:

  • Its status (active or disabled)
  • If it is your default Workspace (or can be set as default)
  • It's Shortcut URL
  • Your role
  • Your primary email address for that Workspace
  • and when it was created.

You can go to any Workspace from this page by clicking on the View Workspace button.

Organization and Workspace Dashboard Actions

  • Change the order of the Organizations or Workspaces on this page by clicking and holding the crossed arrow icon in the upper right corners of the Organization or Workspace, and then dragging and dropping the Organization or Workspace into a new position.
  • Suppose you are the Owner, or one of the Owners, of an Organization. In that case, you can manage its user membership and roles, disable its Workspaces, see the number of billable users and invitations, and perform other administrative tasks by clicking Manage Organization and Workspace.
    • Note: Admins will only see Manage Workspaces on their main dashboard if seeking to access this page.
  • Add a new Workspace to an Organization
  • Add a new Organization
  • Edit your Profile

Notes on Owner & Admin Roles:

  • Owner: If you promote a user to Owner in an Organization with more than one Workspace, the user will be promoted as Owner of all Workspaces in the Organization (even if they were not previously invited to these Workspaces).
  • Admin: Alternatively, if you promote a user to an Admin of a single Workspace in an Organization, they are only an Admin of that Workspace.

Manage Organization and Workspaces

The is a great place for Organization-wide settings and user management. The functionalities available depends on whether you have Owner/Admin permissions or only Admin permissions.

The search and filtering features are the same for both roles but the management features differ slightly:

  • Admins:
    • Can view and manage user membership and user roles across the entire Organization and all Workspaces
    • Can view the Removed Users and Invites for new users list
    • Access the "Invite New Users" page for a Workspace
    • Export data for a Workspace
  • Admins with Owner status:
    • Can do everything an Admin can do as noted above.
      • And also...
        • Make another user an Owner
        • Restore removed user profiles via the Removed user list
        • Adjust the Organization name
        • Disable, Reenable, and Delete Workspaces
        • Disable, Reenable, and Deletion the Organization

 

Note: Only an Owner can manage another user's Owner status and permissions in a Workspace. 

Deleting an Organization or Workspace

We understand that from time to time, folks have their reasons and may need to delete a Workspace or an entire Organization. Here's a handy guide on how to take advantage of our new self-service options, all within Shortcut.

Note: You must be an Organization Owner to perform these actions.

  • Disabling and Deleting a Workspace

    • If seeking to delete a Workspace, we typically encourage you to first make sure that you have manually backed up, copied, or saved any relevant information from this Workspace.

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  1. Head to your Organization Dashboard.
  2. Look for the button to Manage Organization and Workspaces within your desired Organization.
  3. Use the trashcan icon to move the Workspace to a disabled state.
  4. If necessary, uncheck the option to "Hide Disabled Workspaces". 
  5. Use the newly appeared red trashcan to delete your Workspace permanently.
    1. Note: This action deletes your Workspace. Please make sure that your data is secured before deleting your Workspace.
  6. Type to confirm the name of the Workspace being deleted. This is case sensitive.
  7. Once confirmed, the Workspace will now begin to be deleted, showing you a "Locked" Workspace as the deletion script completes.
  8. Refresh the page and observe the Workspace has been deleted.

  • Disabling and Deleting an Organization

    • To delete an Organization, first make sure that you have manually backed up, copied, or saved any relevant information from this Organization or any of its containing Workspaces.

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  1. Head to your Organization Dashboard.
  2. Look for the button to Manage Organization and Workspaces within your desired Organization.
  3. Use the red button in the upper right corner marked "Disable Organization" to start the process. 
  4. Confirm with the popup that you do indeed want to disable the Organization.
  5. Once the disable sequence finishes, observe and use the red "Delete Organization button.
  6. Type the name of the Organization to confirm that you are requesting a permanent deletion of your Organization. This is case sensitive. 
  7. Once confirmed, allow the system a moment to finish up deleting your Organization and you will be automatically placed back at your Organization Dashboard (ready to start fresh with a new Organization, we hope).

Add a new Organization

To create an entirely new Organization, click Add New Organization at the top of the page. You'll be redirected to the Create Organization page. Once completed, you'll see the new Organization and Workspace on your dashboard.

Add a new Workspace

To create an entirely new Workspace within an Organization, click Add Workspace to Organization at the top of the Organization section.

Note: Free plan accounts only have access to one (1) Workspace for the entire organization. For access to additional Workspaces, please consider upgrading to a paid plan.

Edit Your Profile

This is an area where you can quickly access your global user account settings, such as:

  • Full Name

  • Username (Used to log in and for mentions)

  • UTC Offset (Used to display dates and times in emails)

  • Profession

  • An "Add Joy" toggle (Adds a sprinkle of Shortcut's fun-loving personality to the app)

  • Profile Icon

  • Email Addresses:

    • Default Email (Your default email address is used when a primary email isn't set for an organization)

    • Secondary Email Addresses

    • And a way to add another Email Address

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