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 documents. Only administrator can create workspaces.
🔗 Click here to read the article: What is a workspace?
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INFORMATION When you create a new workspace, no one, excluding yourself, will be able to access, create and view documents until you grant access to this workspace. |
- Go to Admin > Workspaces.
- Click on + Create Workspace.
- Fill in name and description (optionally).
- Select if you want to add yourself to this workspace as a Workspace Manager > Confirm.
Switch workspaces
You can navigate through the workspaces available to you by using the workspace switcher. You can switch between your workspaces at the top of the navigation system.
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IMPORTANT Each workspace is completely separate from one another and is administered per workspace, this also includes all templates added to a workspace. |
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