Tenant settings

Set it up once. Valid across your whole organization.

Define standards, processes, working hours, modules and compliance in a single place - and every new project inherits them automatically. No scattered menus, no islands.

Organization settings

48

Users

12/16

Active modules

EUR

Currency

StandardsProcessesWorking hoursModulesCompliance
Default project-manager roleProject Manager
Next project numberPRJ-2026-0043
Commitment systemOn

Configuration that lives everywhere and nowhere

Without central control, every organization drifts apart - project by project, team by team.

Every project starts from scratch

Roles, number ranges, Kanban columns - reinvented everywhere. The result is a patchwork instead of a standard.

Settings scattered across dozens of menus

Changing one rule means first hunting for where it even lives. Governance turns into a scavenger hunt.

Compliance runs on email and spreadsheets

Data processing, approval paths, support access - legally relevant, yet filed somewhere without a reliable history.

Too much function, too little focus

Modules nobody needs clog the navigation. Without control, everyone sees everything - including the irrelevant.

One console, four planes of control

Everything that applies to the whole organization in one place - cleanly separated by what it governs.

01

Standards & automation

Roles and project numbers that kick in automatically on every new record - no thinking required.

02

Processes

Kanban columns, pipeline stages and working-time models that match how you really work, not a rigid template.

03

Modules

Only the areas you actually use are active - switchable on and off organization-wide.

04

Governance & compliance

Approval paths, data processing, support access and data sovereignty - governed and traceable.

Standards & automation

Roles and project numbers that assign themselves

Define once which role project managers and new accounts receive and how your project numbers are built. From then on it runs automatically - consistent across the whole organization.

  • Default role for project management and new users
  • Project numbers with your own prefix and running number
  • Applies automatically on every new record - no manual setting
  • Consistent, traceable number ranges
New projectautomatic

Project number

PRJ-2026-0042

Prefix + running number

Project management

Project Manager

automatic

New users

Member

automatic
Kanban columns
Backlog
In progress
Review
DoneDone
Pipeline stages
Lead
Qualified
Proposal
Won

Processes

Your workflow - not the one from the manual

Model your Kanban columns and your sales pipeline exactly the way your team actually works. Maintained organization-wide, not per project.

  • Create, rename, sort Kanban columns and mark them as done
  • Define and order sales pipeline stages freely
  • Toggle the commitment system and reminder windows centrally
  • Maintained once, valid in every board and pipeline

Working time & finance

One calculation basis for everyone

Hours per day, working days, default day rate, company holidays and display currency - maintained once, they serve as the basis for every capacity and cost plan.

  • Working-time model: hours per day, working days, default day rate
  • Maintain company-wide absences once instead of per project
  • Set the display currency for all monetary amounts
  • Optional capex/opex classification for your accounting
Working days8 Hours/day
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Default day rate

850 EUR

Currency

EUR €

Capex 60%
Opex 40%
Company holidays set
Module configuration6 active
Projects
Risks
OKR & strategy
Time tracking
Ideas
Sales
Wiki
Meetings
Dependency required: Time trackingProjects

Modules & feature flags

Only the areas you truly need

Switch individual modules and features on or off organization-wide. Whatever an external system covers disappears from the navigation - less complexity, more focus.

  • Activate or disable modules and individual features by toggle
  • Warning on dependencies before something goes missing
  • Bulk switching and reset to the default
  • Lean navigation - everyone sees only what matters

Time-tracking governance

Approval paths as strict as they need to be

From simple single approval to the four-eyes principle: decide how timesheets are reviewed, which booking rules apply and who approves when someone is away.

  • One- or two-stage approval, optionally with tolerance automation
  • Booking rules: minimum unit, lock weekends and future
  • Set a submission deadline with reminders
  • View substitutions transparently
Approval pathFour-eyes principle

Submission

Employee

1st approval

Team lead

2nd approval

Controlling

Booking rules

Minimum unit 15 minWeekend lockedFuture locked
Substitution active
Draft
Confirm
DPA created
ImmutableTemplate: SaaS

Version history

v1 · archived
v2 · archived
v3 · current

Compliance & DPA

Data processing, legally sound and audit-proof

Prepare the data processing agreement under Art. 28 GDPR right inside the software and generate an immutable document - with a complete version history instead of email attachments.

  • Capture DPA master data and authorized contacts
  • Generate a legally binding, immutable document on confirmation
  • Gapless version history - every version stays retrievable
  • The right contract template for your hosting model

Data sovereignty & support

Your data, your control

Keep control over your organization and vendor contact: a bundled support allow-list and a self-service cancellation that no one but you can trigger.

  • Support allow-list: up to ten named contacts
  • No uncoordinated support access - you decide who may
  • Full self-service deletion of the organization
  • Double confirmation with name and password guards against mistakes
Support accessmax. 10 people
AWA. WeberMKM. KleinTRT. Rothopenopen
Data sovereignty

49

Users

14

Cost types

Self-service cancellationConfirm name + password

Central doesn't mean complicated

The console takes work off your plate instead of adding it.

Set it up once, never think about it again

Your standards apply automatically on every new record. You maintain once - the organization benefits for good.

Everything in one place

Standards, processes, modules and compliance in a single tab bar. No hunting for where a setting lives.

Safe despite self-service

Role-escalation protection, SSO safeguards and double confirmation guard against privilege creep and accidental deletion.

Admin area

The admin center goes further

Corporate identity, roles and permissions, and user groups complete the tenant settings into the full control room for your organization.

Frequently asked questions

What PMOs and administrators want to know about tenant settings.

Standards such as roles and number ranges apply automatically on every new record. Process defaults like Kanban columns and pipeline stages apply organization-wide, so existing and new boards follow the same structure.

Access is protected by the administration permission. Only accounts with the appropriate role can view or edit settings - graded by view and edit.

Any time. Modules and individual features can be activated or deactivated organization-wide by toggle. On dependencies the system warns you beforehand, and a reset to the default is available.

You capture the details under Art. 28 GDPR as a draft and generate an immutable document from it. Every version stays retrievable in the version history, and the contract template follows your hosting model.

You keep full data sovereignty. An administrator can delete the organization and all its data themselves and irreversibly - secured by a double confirmation with name and password, without depending on the vendor.

Set your organization up right - once

Try WORKSPACE.PM free for 30 days - including a ready pre-configured workspace from the very first minute.