Procedure documentationCreating and Configuring a Shared Workspace Locate this document in the navigation structure

 

You can create a new workspace and share it with people in your organization.

Prerequisites

Your portal administrator has added you to the Shared Workspace Creation role.

Procedure

Create a New Shared Workspace

  1. In top-level navigation, go to Workspaces.

    The Workspace Directory appears.

  2. In the My Workspaces panel, choose Create Shared Workspace.

    The Create Workspace screen appears.

  3. Provide a name and a description.

  4. Select one of the following permission policies:

    • Public: All users with access to enterprise workspaces can access the workspace.

    • Restricted: Only members and managers can access the workspace. Workspace managers can add members to the workspace, and portal users with access to enterprise workspaces can apply for membership.

    • Private: The workspace is only available to portal users with access to enterprise workspaces that have been explicitly added as members to the workspace.

  5. Select one of the provided templates.

    This option is only available if more than one template is available in your system.

  6. Select the language in which the workspace appears.

  7. Choose Create Workspace.

The workspace opens. You can now do the following:

  • Add members and managers to the workspace.

    For more information, see Managing Workspace Users.

  • Add modules to the workspace.

    For more information, see Adding Modules to a Workspace.

  • Change the layout of the pages in the workspace.

    For more information, see Changing Page Layouts.

  • When you have finished configuring the workspace and adding content and members, publish the workspace.

    For more information, see Publish a Shared Workspace below.

  • When the workspace is no longer needed, you can close it.

    For more information, see Closing a Workspace.

Configure a Shared Workspace

  1. To configure the properties of a workspace, at the top of the workspace screen choose Workspace settings (Workspace settings).

  2. In the General Properties tab, change the Name, Description, or Permission Policy properties that you specified when creating the workspace.

  3. Choose Done to save your changes and close the Workspace Settings screen.

Publish a Shared Workspace

Publish the workspace so that it can be viewed by workspace members. Until you publish the workspace, only workspace managers can view its contents. After you publish restricted and public workspaces, all portal users with access to enterprise workspaces can see the workspace listed in the Workspace Directory.

To publish the workspace, at the top of the workspace screen, choose Publish Workspace.