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 belong 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.
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. Here you can:
Manage workspace settings – update the workspace name, color, and solution
Manage members and roles – add and remove members, update roles
Manage groups – create groups, add and remove people in groups
Review workspace activities – view, filter, and export activities in a workspace
What is an organization?
Workspaces introduce the concept of an organization. An organization acts as the umbrella over all workspaces in your company. At the organization level, you can manage all users and workspaces in one central location.
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
An organization acts as an umbrella over 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: