In order to create Workspaces within your Organizer Account, you’ll need to hold an Admin role or a custom role that has Create Workspaces Permissions. For a broad overview of Workspaces, please visit the Workspaces Overview.
Workspaces is currently in a Beta testing program, and Workspaces is not widely available to all Organizer accounts. If you are interested in participating in the Beta testing program, please contact your Partnerships Success Manager.
Before you begin creating a Workspace, you’ll want to have a segment created that the Workspace can view or interact with. Please access Workflows using Workspaces for some ideas on how to use Workspaces and segments.
Create a Workspace
- Select Account Management and select Workspaces
- To create a Workspace, select Create Workspace
- Choose a Workspace color and emoji
- Name your Workspace (this can’t be edited later on)
- Add a Description for your Workspace and Select Next
- Set the Data Permissions for the Workspace by adding a segment that controls the profiles that the Workspace can view and interact with. Select Next
- Review the Workspace information. Select the pencil icon to change information. If you are satisfied with the information, Select Create Workspace. You should see a notification that your Workspace is being created.
- Once your Workspace is created, it will populate a card in Workspaces using the information that you’ve included.
Add Users to a Workspace
You can add users to a Workspace during creation or by opening the Workspace.
- Select Add Users
- Search for existing users and select their names. For new users, you can add their email address and role.
- You can Review a list of users to be added and adjust the role for new users.
- Note that users retain the same roles in Workspaces as in the overall account. You can only adjust the roles of new users who have not logged into the platform. If you need to adjust the role of a user within the overall account, you’ll want to complete adding other users before updating the specific user’s permissions from the Users list.
- Select to Send Invitations
Add Users to a Workspace within User Management
Users can be added to Workspaces within User Management.
- Select Account Management
- Select Add Users
- Add your user’s emails by typing them or uploading a CSV file containing only the emails
- Select the Workspace Access level either Full Access or Assigned Workspaces. If you select Assigned Workspaces, you’ll also select the specific workspaces.
- Review the selections and make adjustments as needed.
- Note that users retain the same roles in Workspaces as in the overall account. You can only adjust the roles of new users who have not logged into the platform. If you need to adjust the role of a user within the overall account, you’ll want to complete adding other users before updating the specific user’s permissions from the Users list.
- Select to Send Invitations
Additional Resources
Log into Organizer as a Workspaces User
Creating and Sharing with Workspaces