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Create a workspace

You can choose to create a workspace for each department, business, or geographical unit. Workspaces are like 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:

When you create a new workspace, no one, including yourself, will be able to access it, create and view contracts until you grant access to this workspace.

Create a workspace

To create a workspace:

  1. Go to the Admin > Workspaces.
  2. Click + Create Workspace.
  3. Enter the workspace name and type, and, optionally, enter a workspace description.
  4. Confirm.
    Once the workspace is created, you can follow the steps to grant access to a workspace.

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