Managing Environments

Learn how to view, create, and edit Environments, and how to assign Connections to an Environment or remove them from it.

This guide walks you through the practical steps of managing your Environments. Here you will learn how to see the Environments in your organization, create and edit them, review the Connections that belong to an Environment, and assign or remove those Connections.

If you are new to the concept of Environments, start with the Environments Overview to understand what an Environment is and how it relates to Connections, Credentials, and Workspaces.

The Environments page - Environment in the Spaces navigation, alongside Overview, Workspaces and Integrations - lists every Environment in the organization you currently have selected. Switching organizations with the organization context switcher in the top navigation bar changes the list.

Environments are presented as cards, ten to a page, with pagination beneath the grid. Each card shows:

  • the Environment’s name
  • its description, or No description when none has been set
  • an Assigned Connections tile carrying the number of Connections currently in the Environment

Flip a card over to reveal its management actions - the pencil (edit) and trash can (delete) icons - along with the Created At and Updated At timestamps.

If the organization has no Environments yet, the page shows a No environments available empty state instead of the grid.

The Environments page, showing an environment card with its name, its “No description” placeholder and the Assigned Connections tile, above the pagination control

Click the magnifier in the toolbar to expand the search box, then filter the list by name. Searching resets you to the first page of results, so a match on a later page is still found.

The Assigned Connections tile on an Environment card is both a count and a control. Clicking it opens the <Environment name> Resources dialog, which shows two lists side by side:

  • Available Connections (n) on the left - Connections in the organization that are not in this Environment.
  • Assigned Connections (n) on the right - the Connections that belong to this Environment.

The heading of each list carries its total, so the dialog answers “what is in this Environment, and what could be?” in one place. Both lists load twenty-five Connections at a time and fetch the next page as you scroll.

The Environments page lists every Environment in the organization. To see only the Environments that a particular Workspace can draw on, open the Workspaces page and use that Workspace’s Environments tile - the same control you use to link and unlink them.

See Link Environments to a Workspace for the full procedure.

  1. On the Environments page, click Create.
  2. In the Create Environment dialog, confirm the Organization that will own the Environment. The select is pre-filled with the organization you currently have in context and lists every organization you are a member of, so change it here if the Environment belongs elsewhere. The field is required and is fixed once the Environment exists, so choose carefully.
  3. Enter a Name (required) and an optional Description.
  4. Click Save.

The new Environment appears in the grid with no Connections assigned. Assigning them is a separate step - see Assign Connections to an Environment.

You can change an Environment’s name and description at any time.

  1. Flip the Environment’s card to its back face.
  2. Click the pencil icon.
  3. Amend the Name and Description in the Edit Environment dialog.
  4. Click Update.

The owning Organization is fixed at creation and is therefore not offered for editing.

  1. Click the Assigned Connections tile on the Environment’s card to open the Resources dialog.
  2. Select one or more Connections in the Available Connections list on the left.
  3. Move them across with the arrow buttons between the two lists:
    • > moves the selected Connections to Assigned Connections.
    • » moves every available Connection across at once.
  4. Click Save.

Save stays disabled until you have actually changed something, and one Save commits every addition and removal you made in the dialog together.

Removal is the same dialog in the other direction:

  1. Click the Assigned Connections tile on the Environment’s card.
  2. Select one or more Connections in the Assigned Connections list on the right.
  3. Move them back with < (selected) or « (all).
  4. Click Save.

You can delete a single Environment or several at once.

  • A single Environment: flip its card and click the trash can icon, then confirm in the Delete Environment? prompt. Deletion is irreversible.
  • Several Environments: tick the bulk-select checkbox on the back face of each card you want to remove. A bar appears above the grid reporting how many are selected; click its delete icon and confirm.

While an Environment is bulk-selected its card cannot be flipped and its individual edit and delete icons are suppressed, so the bulk toolbar is the only way to act on it. Clear the selection to get the per-card actions back.

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