Welcome to Workspaces!
The essentials for creating and managing workspaces
This guide covers
What is a workspace?
Workspaces are secure, customizable spaces for departments and teams to collaborate on data, documents, and processes. Set a solution for a workspace to enable additional functionality for what you need.
Switching betweeen workspaces
As you collaborate with team members, you may end up belonging to multiple workspaces. You’ll know what workspace you’re in by the workspace name, abbreviation, and color.
You can switch workspaces by clicking the Workspace switcher in the top left corner. Here, you can browse your workspaces
Workspaces offer secure, customizable spaces for departments and teams to collaborate.
Every member of a workspace has a role, each with its own level of access to features. Workspace admins can assign members with a role to determine what they can do in a workspace.
Workspace admins can manage users, groups, and settings for a workspace. A workspace admin can also be added by another workspace admin or an organization admin.
Access workspace settings in the upper left corner. Here they can:
Manage workspace settings
Manage members and roles
What is an organization?
Workspaces introduce the concept of an organization. An organization acts as the umbrella to connect all workspaces in your company. At the organization level, you can manage all users and workspaces in one central location.
Organization admins can access organization settings by clicking their name in the lower left hand corner and choosing organization admin from the menu. Here they can:
Manage organization settings — update sign-in, session, and password settings
Manage people — see every member of the organization and which workspaces they belong to
Manage workspaces — see every workspace in the organization, the members of each workspace, and set or remove workspace admins
An Organization acts as an umbrella to connect all Workspaces in your company.
Now that you’ve got a sense of workspaces, here are a few things to help you along the way: