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.
- 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
- Go to the Workspaces module
- Select + Create Workspace
- Enter the Workspace name & type, and optionally, enter a description
Image : Create a new Workspace
Once the Workspace is created, you can follow the steps to grant access to a Workspace.