You can access your Tenant's Workspaces, Projects, and Datasets in the content space. The three clickable Content KPI Cards for Workspaces, Projects, and Datasets take you to the respective tabs on the Content Page.

Workspace

Workspace is a parent structure where users or groups manage multiple datasets and projects. Workspaces are mapped to the login. Users or groups may have only limited access to workspaces defined by the Administrator.
In the case of Workspaces, you can

  • Search, Add, Edit, and Delete a Workspace
  • Provide and Remove Access to the Workspace

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Notes
 

  • Hover over any workspace and click on the workspace. You are navigated to the edit workspace page. In the top-right corner you see the following buttons:
    • Edit Workspace
    • Delete Workspace
  • You can use these functionalities as required.

The image below shows the contents below the Workspaces tab.



The following table explains various fields on the Workspaces tab.

Field/Icon

Description

Workspace KPI Card

  • Gives the count of the current number of workspaces in the Tenant
  • Click to see the contents in the Workspaces List tab

Workspaces (Number)

Workspaces List Tab

  • View a list of all workspaces present in the Tenant
  • Details for each Workspace:
    • Name
    • Description
    • The name of the workspace creator
    • Date and Time of creation|

Search Workspace
  • Click to search for any workspace
  • Partial names are allowed for searching.
  • A list of workspace names matching the search string is populated as you start typing.

Add New Workspace

  • Click to add a new workspace
  • Navigates you to the Add Workspace page

Menu Icon

  • Click to
    • Edit a workspace
    • Edit Access Control to a workspace
    • Delete a workspace

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Notes

  • Next to the Created On column in the Workspaces tab, there is an up-down arrow.
  • If you click the down arrow, the workspaces are sorted and arranged in the reverse chronological order, that is, the workspace created last is displayed first.
  • If you click the up arrow, the workspaces are sorted and arranged in the chronological order, that is, the workspace created first is displayed first.

Adding a New Workspace

To add a workspace,

  1. In the Workspace tab, click Add New Workspace on the extreme right. The Add Workspace page is displayed. It contains two sections, viz: Workspace Details and Access Control.
  2. In the Workspace Details section, add Workspace Name and Description.
  3. Click Add in the top-right corner. The newly created Workspace appears at the top in the workspaces list on the Contents page.

Searching a Workspace

Searching a workspace from a long list can be time-consuming. The Search Workspace field helps to search your desired Workspace quickly.
To search a workspace,

  1. In the Workspace tab, click inside the Search Workspace field.
  2. Type the name of the Workspace you want to search. Partial names are allowed for searching. A list of workspace names matching the search string is populated as you start typing.

Editing a Workspace

To edit a workspace,

  1. Hover over the Workspace you want to edit,
    1. Click anywhere on the highlighted row and click Edit Workspace on the next page.
    2. Click on the menu icon () and click Edit.
    3. You are navigated to the Edit Workspace page.
  2. Make changes to the Workspace Name and Description as required.
  3. Click Save in the top-right corner. The updated Workspace appears in the workspaces list on the Contents page.

Adding Users and Groups to a Workspace

As an administrator, you can add users and groups to a workspace. You can identify a user or a group from their icons.

User

Group

To add a user or a group,

  1. In the Workspace tab, search and navigate to the required Workspace.
  2. Click anywhere on the highlighted row and click Edit Workspace on the next page. Alternatively, click on the menu icon () and click Edit Access Control. You are navigated to the Edit Workspace page.
  3. Click Add Users/Groups on the extreme right in the Access Control section. The Add Users/Groups page is displayed.
  4. Click the Search/Select drop-down.
  5. To select the users and groups,
    1. Scroll down the list and add users or groups as required by selecting the corresponding checkboxes or
    2. Type the names of users or groups you want to select in the search field or
    3. Select the Select All check box for all users and groups.
  6. After you have selected the required users and groups, click Add. The added users and groups list is displayed in the Access Control section.
  7. Click Save in the top-right corner. The selected users and groups are added to the Workspace.

Providing Access to Workspace

As an administrator, you can control a user's (or group's) access to a workspace. By default, access to a workspace gives access to all the projects and datasets.

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Notes

  • By default, a user gets only the View access for the default workspace. If you hover over the View checkbox, it is disabled for change or selection. Thus, the user will get a minimum of View access. Also, by default, the user has only view access to the entities within the default workspace.
  • The checkboxes for Modify and Delete can be cleared to remove the corresponding accesses.
  • Similarly, you cannot select the Deny field for the default workspace. That is, you cannot deny access to the default workspace.
  • If you give View access to a workspace, then its child entities (projects and datasets) will also have view access only unless you exclusively change the individual project's or dataset's access. Hence, you need not give view-level access to a project separately. The project inherits this access from the Workspace. For all remaining accesses, you need to give them separately.
  • For workbooks, workflows, and dashboards, there are no separate or independent access permissions. The access to these entities is inherited from the project access rights.

A user has complete access, that is View, Modify and Delete to all the entities in the default workspace.
You can give access to modify, view, and delete a workspace. Also, you can deny any of these accesses to users or groups.
You can provide access to users and groups while

  • Creating a new workspace
  • Editing an existing workspace

Access

Users/Groups can

Additionally, Users/Groups can

View

Only view a workspace

Modify

Modify a workspace

View a workspace

Delete

Delete a workspace

View and Modify a workspace

Deny

NOT modify, view, or delete a workspace

To provide access,

  1. Follow steps 1 to 6 in Adding Users and Groups to a Workspace.
  2. Select the access permission checkboxes for the controls you want to provide.

  3. Alternatively, to provide identical access controls to all the selected users and groups, select the access permission checkboxes directly on the Add Users/Groups page.
  4. Click Add in the Bottom-right corner. The access controls are applied to the selected users and groups.

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Notes

In the Access Control section, you can identify a

  • User by the email address in the Email column
  • Group by name in the Email column (a group cannot have an email address)

Removing Access Control For Workspace

As an administrator, you can control a user's or group's access to a workspace. You can remove the access to modify, view, and delete a workspace.
You can remove access to users and groups while editing an existing workspace.
To remove access,

  1. In the Workspace tab, search and navigate to the required Workspace.
  2. Click anywhere on the highlighted row and click Edit Workspace on the next page. Alternatively, click on the menu icon () and click Edit Access Control. You are navigated to the Edit Workspace page.
  3. As required, in the Access Control section, clear the checkboxes for Modify, View, and Delete options for the user/group. The individual user's or group's access permissions are removed.
  4. If you want to remove a user or group from the list, hover over the user/group and click the Delete icon () on the extreme right.
  5. Click Save in the top-right corner. The modified selections are saved for the Workspace.

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Note

User can't change/update the access control for the default workspace.

Deleting A Workspace

As an administrator, you can delete a workspace that is no longer required.

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Warnings
  • This action cannot be reverted.
  • All project files (workbooks, workflows, and dashboards) and their datasets are deleted when you delete a workspace.

To delete a workspace,

  1. Hover over the Workspace you want to delete,
    1. Click anywhere on the highlighted row and click Delete Workspace on the next page.
    2. Click on the menu icon () and click Delete. A confirmation message to delete the Workspace pops up.
  2. Click Delete on the message. The Workspace is deleted, and a confirmation message is displayed.

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