Manage Workspaces

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How to access Workspaces?


You can easily access the Workspaces Page from the sidebar by selecting the Workspaces option.

How to manage Workspaces?


The Workspaces Page acts as the central hub for creating, exploring, and managing all your workspaces.

This guide explains how to configure and use the Workspaces Page to make full use of its features:

  • Add new workspaces

  • Edit workspace details

  • Delete workspaces

  • Copy workspaces

  • Share workspaces

Add Workspace

  • When no workspaces are configured:  You’ll see a default screen. From there, click the icon on the main screen find it in the sidebar to open the Create Workspace window.

  • When workspaces are already configured: Click the icon in the sidebar to open the Create Workspace window.

Edit Workspace

While in Edit mode, you can rename the workspace by entering a new name in the field located in the page header.

In Edit mode, you can:

  • Edit workspace details

  • Add new widgets from the Widget Library

  • Resize and reposition widgets by dragging them

  • Remove or replace existing widgets

  • Update widget settings to optimise layout and functionality

This flexibility allows you to create a tailored workspace that meets the needs of individuals or teams.

Delete Workspace

To delete a workspace, open the ellipsis menu of the selected workspace and click the icon. A confirmation popup will appear—click Confirm to complete the deletion.

Copy Workspace

Use the ellipsis menu of a selected workspace to locate the icon. Click on the icon to open a Copy Workspace modal, allowing you to duplicate an existing workspace.

You can choose to include or exclude widgets and sharing permissions in the copy.

To copy a workspace, you must have at least Viewer access. The following rules outline how workspace copying behaves based on user roles and access levels:

Role

Can Copy With Widgets

Can Copy With Sharing Settings

VIEWER

Yes

No (disabled)

EDITOR

Yes

No (disabled)

OWNER/CO-OWNER

Yes

Yes (sharing settings can be copied)

When “Copy With Sharing Permissions“ toggle is on:

  • permissions set on the 'Share Workspace' window will be copied;

  • option selected as a 'General Access' on the 'Share Workspace' window will be copied;

  • when non-admin users copy a workspace with Global general access - the general access for the copied workspace will be set to Restricted. Only those users/groups/rights will be copied that have at least one user group or access rights within the list of user groups and access rights of the user who copies a workspace.

When “Copy With Sharing Permissions“ toggle is off:

  • permissions set on the 'Share Workspace' window will be skipped - default settings will be applied;

  • option selected as a 'General Access' on the 'Share Workspace' window will be reset to 'Restricted'.