Workspaces 


A Workspace is similar to a folder in which you create processes that you wish to keep separate from other processes. For example, you may wish to have a Development workspace in which you keep processes that are being created. You may then have a Production workspace in which you place your completed processes. Workspaces are permission based and only someone with Sys Admin privileges can create a workspace.


Adding a New Workspace 


Purpose 


Create any number of workspaces. Processes created in a workspace are separate and distinct from processes in other workspaces. 


Prerequisites 


None 


Role 


Sys Admin


Steps 


1. From the Design Home screen, select New Workspace



2. The following data entry panel appears



3. Enter a unique workspace name in Name 

4. Enter a description of the workspace in Description 

5. Select Social if you use Collaborate and want a group automatically associated 

6. Leave the Active checkbox as is 

7. Click Create


Notes 


• Userids are uniquely defined to each workspace.

 • When a new workspace is created, new and existing Userids must be granted authority to access and use the workspace. 

• The Sys Admin can add new users to the Organization by going to the Administration screen at the Home page. 

• See Userid Admin section of this manual for instructions on adding Userids. 

• The active checkbox may be de-selected to make the workspace inactive.



Field Label Description Remarks (optional)
Name A unique name for the workspace

Description A detailed description of the workspace  
Social  Checkbox to automatically create and associate a collaboration group  Collaborate must be active for the group to be created
Active Checkbox to specify if the workspace is active or not