Workspaces are unique containers of modules and information. Admin Levels 1, 2, and 3 can create Workspaces.

Each unique Workspace can have all or some of these modules:

  • Calendars
  • Contacts
  • Documents
  • Links
  • Projects (Tasks)

The Workspace owner can...

  • Turn on/off modules
  • Add/remove users to/from the Workspace
  • Automatically add each Workspace user to each other user's Chat List
  • Allow each Workspace user to see each other in the Social Feed
  • Set default access permissions
  • Set access permissions for each user in the Workspace
  • Set other users to be "administrators" of the Workspace

Creating a New Workspace

By default, All Users is selected to display all users in your portal. Any existing Workspaces will be listed below All Users. To create a new Workspace, click the + button and this window will pop up:

Enter a name and an optional description. When creating a Workspace, you can also enter in the names of the users you wish to add to the Workspace. You can also add users to the Workspace after you've finished setting it up. You can also send an email notification to any user you are adding to the Workspace to inform them.


Managing a Workspace

After creating a Workspace, you can decide which modules to enable, add a logo for the Workspace, and a few other options. To access these settings later, hover over the Workspace name on the right-side and a gear icon will appear to bring you its settings.


Adding Users to a Workspace

From All Users, you can click one or more users to drag-and-drop onto a Workspace to add them: