Managing Your Squared Account and Workspace Settings

This guide helps you manage your Squared account, customize workspace settings, and configure team options for a streamlined workflow.


Managing Your Account

Welcome to the guide on managing your account. This section will help you navigate and customize settings within the application, including workspace configurations, personal account settings, and team-specific options.


Workspace Settings

The Workspace tab allows you to customize settings for your overall workspace. This section is divided into three key areas:

General Settings

  • Change your workspace name and URL.
  • Delete the workspace.

Member Settings

  • Manage member roles and permissions.
  • Invite new members or remove existing ones as needed.

Integration Settings

  • Manage third-party integrations.
  • Enable, disable, or configure integrations.

My Account

In the My Account tab, you can update your personal settings.

Profile Settings

  • Update your personal information, including name, username, and profile picture.

Teams Settings

In the Teams tab, you can manage settings for individual teams. Each team has its own set of configurable options, organized as follows:

Team Overview

  • Access the general settings for each team, including the team name and team identifier.
  • Update the team name, identifier, or delete the team.

Sprints

  • Manage team sprints, including timelines and goals.
  • Adjust sprint settings specific to each team's workflow and needs.

Each team operates independently within these settings, allowing for tailored configurations that suit the unique requirements of each group.


This guide should help you navigate and manage the various settings within your account effectively. For further assistance, please contact support.