Creating and Editing a Workspace

Creation

Click “Add Space”:

“General” tab:

No.	Name	Description	Example
1	Id	Unique workspace identifier. Set at creation and cannot be changed.	doc_prep
2	Name	Localized workspace name	Document Preparation
3	Visibility	Public - any users can join the space Private - the space is available only to selected users	Private
4	Description	Localized workspace description	Document preparation for projects
5	Workspace Members	Select members from the organizational structure and assign them rights: user or manager (with workspace management capabilities). The user creating the space receives the “Manager” role and will be listed as the creator.
6	Template	Select a template to pre-fill the menu, widgets, and settings of the new workspace.

“Additional” tab:

No.	Name	Description	Example
1	Home Page URL	The URL that will open when entering the workspace and when clicking the logo in the menu. If no home page is specified for the workspace, /v2/dashboard opens by default.
2	Nested Workspaces	Allows adding one or more child workspaces to the current one. All journals of the parent workspace will display records from both the current and all nested workspaces. Restrictions: nested workspaces cannot themselves contain nested ones; a workspace cannot be added to itself.
3	Icon	Select a workspace icon

The created workspace becomes available to the members specified during creation.

Users can add and edit files, and assign tasks.

Editing

Editing a workspace is available to a user with “Manager” rights.

Go to settings and select “Configure Workspace”:

In the editing form, you can change member roles, add new members, and update the workspace description and visibility: