Workspace Settings

The Workspace Settings area groups all workspace-level administration in one place. It is available only to admin users and is reachable from the General navigation menu, the main Settings hub, and the global Spotlight search.

The page is organized into tabs - Tags, Custom fields, KB exclusions, Team, Permissions, and Activity - so you can jump straight to what you need. The active tab is stored in the URL, which means you can bookmark or share a link that opens on the exact section you want.

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How to get there

1. 1
   Open the General menu

   In the left navigation sidebar, expand the General section to reveal its sub-items.

2. 2
   Go to Settings

   Select Settings from the General menu to open the main settings hub.

3. 3
   Choose Workspace

   On the settings hub, open the Workspace card. You can also reach it directly via the global Spotlight search by typing "workspace".

Under Settings > Account Settings, the "My Moftgate Account" tab establishes a direct, cryptographically authenticated bridge between your local management console and the centralized My Moftgate Customer Hub.

From this tab, administrators can monitor hardware Machine ID pairing, check real-time cloud synchronization telemetry, and click "Connect to My Moftgate Portal" for instantaneous Single Sign-On without typing passwords or sharing API secrets.

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Connecting to Customer Hub

1. 1
   Go to Account Settings > My Moftgate Account

   Navigate to Settings > Account Settings and select the "My Moftgate Account" tab.

2. 2
   Verify Connection Status & Machine ID

   Review your hardware Machine ID, active license tier, synchronized endpoint count, and live connection health status.

3. 3
   Launch 1-Click Cryptographic SSO

   Click "Connect to My Moftgate Portal" to securely transition to the Customer Hub without re-entering credentials.

4. 4
   Manage Entitlements & Support in Customer Hub

   Download offline airgap license keys, purchase quota additions, or open direct escalation tickets with the engineering team.

Tags help you group and filter endpoints. Each tag can have a color so it stands out in lists and dashboards. Use tags to mark ownership, environment, criticality, or any other label that fits your workflow.

1. 1
   Open the Tags tab

   On the Workspace Settings page, select the Tags tab. The active tab is reflected in the URL so you can bookmark or share a direct link.

2. 2
   Create a tag

   Click the add button, enter a name, and pick a color. Colors help you spot tags at a glance across endpoint lists and dashboards.

3. 3
   Edit a tag

   Click a tag name to rename it or change its color. Existing assignments keep the updated label and color automatically.

4. 4
   Delete a tag

   Open the delete action and confirm. If the tag is still assigned to one or more endpoints, the deletion is blocked - remove all assignments first.

Custom fields let you capture metadata about your endpoints beyond the built-in attributes. Choose a field type, define the options for select-style fields, and decide where the field applies.

Available field types

Scoping a custom field

A custom field can apply workspace-wide or be limited to a specific set of endpoints. Scoping keeps metadata relevant and avoids clutter on endpoints where it does not apply.

1. 1
   Open the Custom fields tab

   Select Custom fields from the Workspace Settings tabs. The tab is stored in the URL for easy sharing.

2. 2
   Create a field

   Click the add button, give the field a name, and choose a type (text, number, boolean, date, select, or multi-select). For select types, define the available options.

3. 3
   Choose a scope

   Decide where the field applies: all endpoints, a specific group, profile, tag, or a single endpoint. Scoping keeps metadata relevant and avoids clutter.

4. 4
   Save and review

   Once saved, the field becomes available to agents and automation actions. Endpoint-scoped values are delivered to agents automatically.

KB exclusions let you prevent specific updates from being installed through patch management. This is useful for updates that are known to cause issues in your environment or that must be controlled by another process.

1. 1
   Open the KB exclusions tab

   Select KB exclusions from the Workspace Settings tabs.

2. 2
   Add an exclusion

   Click the add button and enter the KB or update identifier you want to exclude from patch management.

3. 3
   Choose a target scope

   Decide which endpoints the exclusion applies to: all endpoints, a group, a profile, a tag, or a single endpoint.

4. 4
   Save

   Active exclusions are delivered to agents automatically. The agent skips the excluded updates before installation, so they are never installed on the targeted endpoints.

The Team tab is where you manage the panel user accounts that can sign in to Moftgate. Create new users, update their details, assign roles, and remove users who no longer need access.

1. 1
   Open the Team tab

   Select Team from the Workspace Settings tabs to see all panel user accounts.

2. 2
   Invite or create a user

   Click the add button to create a new panel user. Provide the required details and assign a role.

3. 3
   Edit a user

   Click a user entry to update their details or change their assigned role.

4. 4
   Delete a user

   Open the delete action and confirm. A confirmation step prevents accidental removal of team members.

The Permissions tab manages role-based access control. Each role has a set of allowed actions; granting or revoking a permission updates what every user holding that role can do.

1. 1
   Open the Permissions tab

   Select Permissions from the Workspace Settings tabs to manage role-based access control.

2. 2
   Review roles

   Each role lists the actions it is allowed to perform. Review the current grants before making changes.

3. 3
   Grant or revoke permissions

   Toggle or assign permissions for a role. Changes take effect for every panel user holding that role.

4. 4
   Save

   Permission updates are audit-logged so you can trace who changed access and when.

The Activity tab is a paginated audit log of every change made in Workspace Settings. Use it to review who did what and when - from tag edits to permission grants and team membership changes.

• Chronological, newest-first record of workspace changes
• Shows the panel user who performed each action
• Covers all tabs: tags, custom fields, KB exclusions, team, and permissions
• Paginated so you can browse long histories without loading everything at once

To prevent accidental data loss, Workspace Settings blocks destructive actions that would leave dangling references. The table below summarizes what is protected and how to proceed.