---
title: "Workspace Settings Admin Playbook"
language: "en"
url: "https://docs.testany.io/en/docs/workspace-settings-admin-playbook/"
markdown_url: "https://docs.testany.io/en/docs/workspace-settings-admin-playbook.md"
translation: "https://docs.testany.io/zh/docs/workspace-settings-admin-playbook.md"
last_updated: "2026-04-20T15:53:41+08:00"
---

# Workspace Settings Admin Playbook

## Overview

This playbook focuses on `Workspace settings` operations that can be handled by workspace admins.

## Member Management

Member invitation (including onboarding new users into Testany and joining a workspace) is documented in [Understanding Workspace Settings](https://docs.testany.io/en/docs/workspace-settings-essentials.md).

## Use Member Row Actions

Open the row menu (`...`) to access row operations for a member.

![Member - row actions](https://docs.testany.io/docs/images/en/workspace-settings/b-member-actions-menu-en.png)

For remove flow, confirm from the removal dialog.

![Member - remove confirm](https://docs.testany.io/docs/images/en/workspace-settings/b-member-remove-confirm-en.png)

## Review Invitation Requests

Use the `Invitation Review` tab in the `Member` page to process invitation tickets.

![Member - invitation review tab](https://docs.testany.io/docs/images/en/workspace-settings/a-member-list-en.png)

## Credential Management

The `Credential` tab is the workspace-level credential control plane for the selected runtime:

- `Credential Safe` maps your external secret store into Testany.
- `Credential Key` identifies the concrete credential entry inside a Credential Safe. Test case authors select it from a case `Secret` reference, and the runtime resolves it into the environment variable that the test reads during execution.
- Runtime selection determines which credential context you are maintaining.

## Select Runtime and Enter Credential Area

Go to `Credential` and select a runtime before managing safes and credential keys.

![Credential - runtime selected](https://docs.testany.io/docs/images/en/workspace-settings/a-credential-overview-en.png)

## Create a Credential Safe

Click `Add credential safe` and submit the required safe information.

![Credential - add safe entry](https://docs.testany.io/docs/images/en/image-20240621-060218_9ebade6a.png)

![Credential - safe form](https://docs.testany.io/docs/images/en/image-20240229-104427_ae65398b.png)

## Edit or Delete Credential Safe

Use the safe action menu to update safe settings or remove a safe.

![Credential - edit safe](https://docs.testany.io/docs/images/en/image-20240621-092155_0cff046f.png)

![Credential - delete safe](https://docs.testany.io/docs/images/en/image-20240621-092518_79d42488.png)

## Edit or Delete Credential Keys

Use row actions in a safe to edit or delete credential keys.

![Credential - edit key](https://docs.testany.io/docs/images/en/image-20240621-092832_244ddd19.png)

![Credential - delete key](https://docs.testany.io/docs/images/en/image-20240621-093112_be344796.png)

## Notification Receiver Management

The `Notification` tab defines workspace-level shared group receivers that can be reused by Plan/Gatekeeper result notification settings.

Each receiver row usually contains:

- Receiver type
- Receiver name (linked to channel/space)
- Delivery preference (all results or failed-only)
- Maintenance actions (edit/delete)

## Add Group Receivers

In `Notification`, click `+` in a receiver group and fill in receiver details.

![Notification - add receiver row](https://docs.testany.io/docs/images/en/workspace-settings/b-notification-add-hook-en.png)

## Edit or Delete Group Receivers

Use the row `...` action menu to edit or delete an existing receiver.

![Notification - edit receiver](https://docs.testany.io/docs/images/en/CleanShot_2024-04-10_at_18.50.28_2x_0ed7a270.png)

![Notification - delete receiver](https://docs.testany.io/docs/images/en/CleanShot_2024-04-10_at_18.47.16_2x_f401c462.png)

## Related Docs

- [Understanding Workspace Settings](https://docs.testany.io/en/docs/workspace-settings-essentials.md)
- [Managing Test Credential](https://docs.testany.io/en/docs/managing-test-credential.md)
- [Managing Testany Notifications](https://docs.testany.io/en/docs/introduction-of-testany-notifications.md)
- [Understanding the Payload of a Notification Webhook](https://docs.testany.io/en/docs/understanding-the-payload-of-a-notification-webhoo.md)

## Glossary terms on this page

- [Workspace Admin](https://docs.testany.io/en/docs/glossary.md#workspace-admin)
- [Workspace](https://docs.testany.io/en/docs/glossary.md#workspace)
- [Runtime](https://docs.testany.io/en/docs/glossary.md#runtime)
- [Plan](https://docs.testany.io/en/docs/glossary.md#plan)
- [Gatekeeper](https://docs.testany.io/en/docs/glossary.md#gatekeeper)