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Creating and managing Workspaces

Creating and managing Workspaces

This article explains how to create Workspaces in your organization.

As an organizational admin, you can create and manage multiple workspaces within your organization.

What you can do with Workspaces

Every workspace comes with a unique set of:

  • Roles and permissions: Per Workspace, you can manage who has access as an admin, contributor, and viewer. That means you’re able to give users edit or admin rights within one Workspace, and ‘view only’ access in another.
  • Repositories: Every Workspace comes with its own unique repositories for insights, journeys, solutions, opportunities, and frameworks. Within a Workspace, you’ll be able to connect and interlink all of these together.
  • Taxonomies: You can set up a tagging system for each workspace individually.
  • Visibility: You can specify if you want to make a Workspace public, or private. By making a Workspace private, only you, the users you invite, and Organization Admins will have access to this Workspace.

Journey templates are created for the organization as a whole, ensuring that your organization works in a standardized way regardless of the different Workspaces that are created.

When is it useful to set up multiple Workspaces?

Creating multiple Workspaces can be useful when:

  • You want to create separate environments for different teams, domains, brands, or countries.
  • These different teams will not have a large overlap in the opportunities, solutions, journeys, or frameworks they create.

Since roles and permissions are managed per Workspace, creating multiple Workspaces gives you more control over who can edit what. This enables you to create a situation where users can still look at other Workspaces for inspiration, but are only able to edit elements within their own.

We’ve seen customers create separate Workspaces for:

  • B2B vs. B2C (if they are vastly different)
  • Employee experience vs. Customer experience
  • Brand A vs. Brand B (if they are vastly different propositions or unrelated products)
  • Product A vs. Product B (if they are vastly different products)
  • Area A vs. Area B (if they have vastly different customer lifecycles)

When is it better to include different teams in the same Workspace?

When you foresee a lot of overlap in opportunities, solutions, frameworks, or journeys between different teams, it might be wise to include them in the same Workspace. Currently, there is no functionality for exchanging elements between Workspaces. Once teams work in different Workspaces, they will be able to view each other’s workspaces, but will not be able to copy, paste, or sync any elements between them. For more on if you should create different workspaces or not, have a look at this guide.

How to create a Workspace

Only organizational admins can create Workspaces

To create a Workspace, do the following:

  1. Go to settings
  2. Click on ‘Workspaces’ in the left-hand menu

3. Click on the purple ‘Create Workspace’ button.

4. In the first modal screen, select the Workspace name, url, and select if it is a private or public workspace.

5. Your new Workspace shows up in the Workspace overview.

How to switch between Workspaces

To switch between different Workspaces within your organization:

  1. Select the dropdown in the top bar.
  2. Select the Workspace you want to switch to from the dropdown.

How to switch between organizations

To switch between organizations:

  1. Click on the user icon on the top right.
  2. Click on ‘Switch organization’
  3. Select the organization you want to switch to from the dropdown.


Continue exploring

This article explains how to duplicate workspaces to your organization, or another one.

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