Manage Your Workspace
A workspace brings together your team's projects and shared references. Your role determines which settings you can manage, while available features depend on the active subscription.
See Team Roles and Permissions for a comparison of Member, Admin, and Owner access.
Switch workspaces
If you belong to multiple workspaces:
Open the menu from your account name or avatar.
Select Switch workspace.
Choose the workspace you want to use. Each entry shows your role in that workspace.
Your role can differ between workspaces. Check the selected workspace before changing shared settings.
Update workspace details
The Owner can update the workspace name:
Open Workspace Settings and select Workspace.
Edit the name under Workspace Details.
Click Save.
Choose the CAD version
In Workspace Settings → Workspace, the Owner can select the CAD Version used for DXF generation.
Choose the version used by your CAD software, or All Versions to generate a dedicated, optimized DXF for each supported CAD version. The selection is saved when you change it.
The Owner must make a selection before anyone in the workspace can generate DXF files. All Versions is available when the team needs every supported version.
See Generate Pattern for the download workflow.
Choose the notch type
In Workspace Settings → Workspace, the Owner can select the Notch Type used for DXF exports: Slit (default), V, T, Castle, Check, or U.
The selection is saved when changed. Regenerate the DXF to apply the new notch shape; files already downloaded are not updated.
Organize projects with tags
Admins and Owners can manage the shared tag list. Open Manage Tags from the account menu or select Tags in the settings sidebar.
Create tags with a name and color, use search to find existing tags, and use the row actions to edit or delete them. The Usage column helps you see which tags are in use.
Assign tags to projects through their project details or the dashboard's Manage Tags bulk action. See Manage Projects in the Dashboard.
Configure material codes and colors
Admins and Owners can open Materials in the settings sidebar to map material categories to their own codes and colors.
Find the material category in the table.
Update its code or color.
Click Save Changes.
Use Revert Changes to discard unsaved edits, or Restore Defaults to restore the default mapping after reviewing the confirmation.
To assign a material to a pattern piece, see Piece Options.
Configure measurement codes
Open Measurement Codes to customize codes and descriptions by Top/Bottom family and control active measurements for individual genders and Pattern Types. These shared settings are managed by Admins and Owners. See Configure Measurement Codes.
Manage pattern templates
When available, Admins and Owners can use Pattern Templates to review, rename, archive, restore, and delete shared templates. See Manage Pattern Templates for the effect of each action on linked projects.
Configure piece codes
Admins and Owners can open Piece Codes in the settings sidebar to customize the code associated with each listed piece.
Find the piece in Piece Mapping.
Enter the desired value in Your Code.
Click Save Changes.
Use Revert Changes to discard unsaved edits, or Restore Defaults to restore the default codes after reviewing the confirmation.
Manage shared references and review activity
Admins and Owners can also manage Anatomical Sets, manage Size Charts, and view Workspace Analytics, according to the active subscription.
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