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Workspace Management: Overview

An overview of Workspace Management in Qase — users, roles, groups, security policies, and field configurations.

Workspace management is where you control who has access to your Qase account, what they can do, and how your workspace behaves at an organizational level — users, roles, groups, security policies, and field configurations all live here.

Overview

Every Qase account has a single workspace. The workspace is the top-level container for all your projects, users, and settings. Owners and admins manage it from Workspace in the top navigation bar.

Workspace management is split into two areas: organizational settings (who's in the workspace and what they can do) and security settings (how they authenticate and what gets logged).

What's in each section:

Organization

  • Users — View, filter, and manage all workspace members. Change user types (regular, collaborator, billing), deactivate accounts, and transfer ownership.

  • Invites — Send new invitations, manage pending invites, and revoke access before it's accepted.

  • Groups — Organize users into teams for simplified project access management.

  • Roles & Permissions — Define what each role can do — from the default Owner/Admin/Member roles to fully custom permission sets.

  • Fields — Toggle system fields on or off, customize field values, and manage custom field definitions across the workspace.

  • Attachments — Monitor storage usage and manage uploaded files across all projects.

Security

  • Security — Configure authentication policies — SSO/SAML toggle, default roles for new users, and session restrictions.

  • SSO Configuration — Step-by-step setup for Okta, Azure AD, Google Workspace, OneLogin, and JumpCloud.

  • SCIM — Automate user provisioning and deprovisioning from your identity provider via the SCIM 2.0 API.

  • Audit Logs — Review a historical record of every action performed in the workspace, filterable by entity type, user, and date.

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