Creating a New Workspace

A workspace allows users to collaborate within a shared context:

  • a manager can create artifacts and explore the platform’s capabilities;

  • a Citeck administrator can add created business processes to the workspace menu for team collaboration.

Creating a Workspace

Click «Create space»:

../_images/ws_01.png

Fill in the main form fields:

Field

Description

ID

Unique workspace identifier

Name

Display name of the workspace

Visibility

Public — any user can join; Private — access is restricted to selected members only

Adding Members

In the Workspace Members block, select users from the org structure and assign a role to each:

  • User — access to work within the workspace.

  • Manager — additional ability to manage the workspace and create artifacts.

../_images/ws_02.png

Note

The user who creates the workspace automatically receives the Manager role and is recorded as its creator.

../_images/ws_03.png

Click Create.

Result

The created workspace is available to all selected members and is structured similarly to a personal workspace:

../_images/ws_04.png

Workspace members can:

  • add and edit files;

  • assign tasks.

A user with the Manager role can additionally create artifacts, the list of which is available in the Administration section of the workspace.