Manage workspace templates in ConneX Studio

This article explains how to use the templates dashboard to manage workspace templates in Atlas. Custom templates can be deleted or edited, but please bear in mind that to edit the workspace features and content for the template you will need to make those changes in the source workspace and then update the template.

For an overview of ConneX Studio as a whole please see here: ConneX Studio overview

Please note that this feature is currently in preview.

In this article:

• Access the Templates Dashboard
• Edit a workspace template
  • Set default Owners, Members and Visitors
• Delete a workspace template
• Still need help?

Access the Templates Dashboard

1. From any Atlas workspace, click on the My Atlas button in the top right, then open Settings:
   
2. Click on Workspace templates:
   
3. This will load the templates "dashboard" which shows all of the templates available in your Atlas system, including both custom templates and the out of the box Atlas templates. Please note that the out of the box Atlas templates cannot be deleted.

Edit a workspace template

To edit an existing template, click on the 3 dots (...) on the top right of the card:

Please note that for the out of the box Atlas templates you will not see the "Delete" option.

Click Edit to make changes to the template. A panel will open on the right hand side which provides all the options for editing:

• Change the Type to determine which category in ConneX will include the template
• Change the Name used in ConneX to identify the template
  • Change translations of the name
• Change the Description show in ConneX for the template
  • Change translations of the description
• Change the Image shown in ConneX for the template
• Set the State to determine whether this template can be seen in ConneX
  
  
• Change Which groups can use this template to determine which users are able to use this template to create workspaces
• Set Allow external users to determine whether the workspace sharing settings will allow external user access
• Set the Order to determine the order templates appear in ConneX, such as making the most used templates appear first
  
  
• Set the Template default metadata values for workspaces created from this template
  
• Finally, click Save changes to update the template with your changes.

Set default Owners, Members and Visitors

From Atlas 4.3 onwards you can set default Owners, Members and Visitors for each workspace template. For example if you need the whole PMO department to have visitor access to every project workspace which is provisioned, you can add an AD group e.g. "PMO Department Users" to the default visitors field. This helps to aid good governance as the required permissions are part of the template.

Delete a workspace template

To delete a custom template, click on the 3 dots (...) on the top right of the card then click Delete:

Please note that the out of the box Atlas templates cannot be deleted.

Still need help?

Please get in touch with support or your CSM for further advice or assistance.