Your Workspace

A Workspace is a collaborative environment within the organization where users can access and interact with content. Workspaces can be either public or private.
As an organization admin in TheyDo, you have the ability to create and manage multiple workspaces within your organization. Each workspace has its own roles, permissions, building block libraries, taxonomies, and visibility settings. 

Workspace Access Management

Public Workspaces

Default behavior: Organization Viewers can see all content automatically

Managing editing access:

1. Go to Settings > Workspace > Members

2. Toggle "Include Uninvited Users" ON to see all organization users

3. Find users to give editing access: Users without workspace roles appear as "Organization Viewer"

4. Assign workspace roles to grant editing permissions

• Organization Viewers can see all content but cannot edit

• Assign workspace roles to grant specific editing permissions

• Use the search function to quickly find team members needing role assignments

Private Workspaces

Default behavior: No automatic access - users must be explicitly invited

Managing private workspace access:

1. Go to Settings > Workspace > Members

2. Toggle "Include Uninvited Users" ON to see all organization users

3. Find users to invite: Users without access show as "No Access"

4. Assign workspace role to grant any access to private workspace

5. Regularly review access as projects evolve

Important for private workspaces:

• Even Organization Admins need explicit workspace roles to view/edit content, but can always manage users and customize roles

• "No Access" means no content visibility - cannot see journeys, insights, etc.

• Must assign a workspace role to grant content access

• Organization Admins can add themselves using their role management permissions

Creating multiple workspaces

Workspaces are useful when you want to create separate environments for different teams, brands, or areas that don't heavily overlap in the elements they create. This allows for better control over who can edit what, ensuring a more organized and tailored approach to collaboration. However, if there's significant overlap between teams, it might be more practical to include them in the same workspace.

How to manage workspaces

Both organization and workspace admins can manage workspaces via Settings in the bottom left corner of the side menu. Organization admins have access to every Workspace in the organization, whereas Workspace admins can only make changes within their own Workspace. From within Settings, click on Workspaces to view, create, or switch Workspaces. Alternatively, click on your organization’s name in the top left corner of your Dashboard and click ‘Switch Workspace’. You’ll see the option to select another existing Workspace, or create a new one.

How to edit a workspace

• Go to Settings > Workspaces (under Organization)

• Click on the Workspace you want to edit or click on the three dots on the right side of the Workspace name.

• Add an image, change the name, set as a default, set to private, or change a use case (template). 

• You can also add editors to the Workspace.