Welcome to Workspaces
The essentials for creating and managing workspaces
This guide covers
What is a workspace?
Workspaces let you create separate places in Wdesk for departments or teams to collaborate. They are how you organize teams and files into secure, controlled spaces.
Use workspaces to separate documents, data, and processes, ensuring the right people have the right access to information. Solutions are how you enable additional functionality in a workspace, such as XBRL, Filing, and more.
What is an organization?
Workspaces introduce the concept of an organization. An organization is what connects all workspaces in your company. At the organization level, admins can manage all users and workspaces in one central location.
Switching between workspaces
As you collaborate with team members, you may belong to multiple workspaces. You’ll know what workspace you’re in by the workspace name, abbreviation, and color.
Switch workspaces by clicking the Workspace switcher in the top left corner.
Every member of a workspace has a role, which provide access to features. Workspace admins can assign members with a role to determine what they can do in a workspace.
You can view your role and the role of other members in a workspace by clicking the People icon in the top left corner.
Workspace admins can manage users, groups, and settings for a workspace. Additional workspace admins can be designated by an organization admin or another workspace admin. Access workspace settings in the upper left corner.
Workspace Admins can:
- Manage workspace settings, update the workspace name, and color
- Manage members and roles, add and remove members, update roles
- Manage groups, create groups, add and remove people in groups
- View, filter, and export activities in a workspace
At the organization level, there are two types of admins – Organization User Admins and Organization Security Admins. You can access organization settings by clicking your name in the lower left corner and choosing organization admin.
Organization User Admins can:
- Manage members, add and view members of the organization and which workspaces they belong to
- Manage workspaces, see workspaces in the organization, the members of each workspace, and set or remove workspace admins
Organization Security Admins can:
- Manage authentication settings, update sign-in, session, and password settings
- Manage access restrictions, set access restrictions for IP addresses or email domains
- Manage single sign-on settings, configure SAML and IdP settings and view activity logs
Now that you’ve got a sense of workspaces, here are a few things to help you along the way: