Configure Workspaces
We're introducing a new way to collaborate. As an administrator, you can set up virtual workspaces for your organizational set-up, allowing you to more easily manage all of your content and users.
- Users with Read and Manage permissions for Workspaces.
- Admin and BI Admin standard application roles.
Getting to Know Workspaces
- Manage a large amount of content and users
- Create workspaces for different departments (e.g. finance, HR data) to facilitate sharing department-relevant content.
- Set up workspaces for different lines of business to manage cross-product information spillover
- Easily create, then delete workspaces for short-term projects whose team members are temporary
Understanding the Workspace Roles
Learn more about the different workspace roles and restrictions.
Capabilities | Administrator | Workspace Administrator | Content Creator |
---|---|---|---|
Create a workspace | ✓ | ||
Delete a workspace | ✓ | ||
Assign or remove teams | ✓ | ||
Assign or remove a workspace administrator | ✓ | ||
View Workspace Management | ✓ | ✓ | |
Open System view of the workspace | ✓ | ✓ | |
Can view all content created by users in the workspace | ✓ | ✓ | |
Share and publish content to the workspace | ✓ | ✓ | ✓ |
Manage content into folders | ✓ | ✓ | ✓ |
Create content in the workspace | ✓ | ✓ | ✓ |
Setting Up a Workspace
Workspaces can be set up from Workspace Management.
- Open Workspace Management from the side navigation.
- Near the top right corner, click on the + to create a new workspace.
- In the dialog, name your workspace and add a description if needed.
- Save the workspace.
Now that you’ve created a new workspace, you can assign teams and workspace administrators. To manage your existing workspaces, you can visit the Workspace Management area at any time.
Assigning Teams to a Workspace
With workspaces, you can assign already existing teams to collaborate on content within the confines of the shared workspace.
- Open Workspace Management from the side navigation.
- Select a workspace.
- Under Assigned Teams, click on the + to add teams.
- In the dialog, select the teams you want to the workspace.
- Click OK.
To add users to a workspace; the users must already be assigned to a team, and the team must be assigned to the workspace.
Assigning a Workspace Administrator to a Workspace
Workspaces lets you delegate content administration to workspace administrators. By assigning a user as a workspace administrator, the assigned user can organize the workspace content into folders, edit or delete files, and move content in and out of a workspace without relying on privileges.
Workspace administrators are also given read-only rights to the Workspace Management area. There, they can view the details of the workspaces they are assigned.
- Open Workspace Management from the side navigation.
- Select a workspace.
- Under Assigned Admins, click on the + to add workspace
administrators.
- In the dialog, select the users you want to add as workspace administrators.
- Click OK.
You may assign multiple users as workspace administrators. Workspace administrators do not have to be in an assigned team in the workspace.
Workspace administrators can’t create or delete a workspace; those privileges are only available for the System Administrator role.
Deleting a Workspace
To delete a workspace,
-
Open Workspace Management from the side navigation.
- Select the workspace you want to delete.
In the selected workspace’s overview, click
(Delete) on the in the top right corner
.
- A dialog will open, click Delete.