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.
As an admin of an Organizer Account with Workspaces, you’ll have access to be able to create and view shared items across Workspaces and within the account as a whole. This article describes creating and sharing items. For more about Workspaces in Organizer, please access the Workspaces Overview.
Viewing Workspaces and Sharing Permissions
When working at the organization level and viewing items, each item will indicate the workspace in which it was created and whether or not it is a shared item.
For example, when viewing your list of communities at the top-level, your view will indicate which workspace within the account created existing segments or lists and will indicate if they are shared.
The columns for Workspace will appear for:
- My Universe
- Communities
- Custom Attributes
- Imports
- Exports
- Outreach
- Forms
- Landing Pages
- Scripts
- Phone Banking
- Canvassing
- Account Management
- Users
- Roles
- Landing Page Domains
- Email Domains
- Phone Numbers
When you are within a workspace, you will only view the content items created in that workspace, so the additional column for workspace is not available.
Sharing Workspace Items
In order to share an item with multiple workspaces, it is important to confirm you are working in the top-level view and not in a specific workspace before creating the item to be shared. If you have selected a workspace view, then the item that you create will be limited to just that workspace and it cannot currently be shared to another workspace.
You can confirm you are in the top-level view using Switch Workspaces, the top-level view should match the name of the account with “Top Level” after it. Another indicator is that there should be a Workspace Origin column.
Currently, you can share the following items:
- Communities
- Custom Attributes
- Landing Page Domains
- Email Domains
- Phone Numbers
Sharing an Item
- To share an item, select the Actions Menu and Manage Sharing
- Search for a workspace and select it from the list.
- Selected workspaces appear in the box for Sharing Access.
- If you accidentally selected a workspace and need to remove it, select the “x” next to the workspace name to remove it.
- Once you’ve added in workspaces, Save.
Once the item is shared with another workspace, then an icon will indicate that it is shared. In order to view the workspaces that an item is shared with, select Actions and Manage Sharing to view the workspaces an item has been shared with.
Currently sharing permissions cannot be removed once a workspace is granted permission.
If you are missing Manage Sharing, you may want to log out and select the top-level when you log in. Note that Workspace level permissions are shared across any open tabs in your web browser, so if you’re operating at the top level of the account in one tab and open a tab to a workspace level, you won’t have the Manage Sharing options in the top level account tab.
Additional Resources
Log into Organizer as a Workspaces User
Creating and Sharing with Workspaces