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Create a Workspace


You can choose to create a Workspace for each department, business units or geographical units. Workspaces are like a virtual folders or sub-accounts to store your contracts (more details here). Administrators can create new Workspaces and grant access to groups and users.



Note

  • No one will be able to access a newly created Workspaces. You will need to grant access to groups and users before users are able to create and view contracts, including yourself.


Create a Workspace


  1. Go to the Workspaces module
  2. Select + Create Workspace
  3. Enter the Workspace name & type, and optionally, enter a description
  4. Confirm

Image : Create a new Workspace


Once the Workspace is created, you can follow the steps to grant access to a Workspace.














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