Workspaces

A workspace is a shared place for a team or project. You add dashboards, reports and other items to it, invite people, and discuss the items in comments.

Create a workspace

1. Click Workspaces in the sidebar.
2. Click Create Workspace.
3. Enter a name (for example "Sales team" or "Q4 planning") and, optionally, a description.
4. Choose a type: Team, Project, Department or Public. The type is a label that helps you sort workspaces; it does not change permissions.
5. Choose who can open it:
   • Private or Team Members: only people added to the workspace.
   • Organization: everyone in your organization.
6. Create it. You are the workspace owner.

You can change the name, description, type and access level later with Edit Workspace. The edit form also offers the Public access level, which, like Organization, opens the workspace to everyone in your organization. To show a workspace to people outside it, use a public link (see Sharing).

What goes into a workspace

Open a workspace to see its tabs: Dashboards, Reports, AI Queries, Forecasts, Goals, Data Sources and Members. On each content tab you pick existing items to add. The item stays where it is; the workspace gives the members access to it and a place to comment on it.

Members and workspace roles

Click Invite Members, enter the person's email, pick a workspace role and, if you like, add a message. The person needs a clariBI account; the invitation is valid for 7 days.

Workspace roles sit on top of organization roles (Owner, Administrator, Analyst, Member, Viewer), which decide what someone can do in clariBI overall. See Roles and permissions.

Activity

clariBI records workspace activity (workspace created, members joining or leaving, dashboards and reports added, updated, shared or published). The workspace list shows when each workspace was last active, and the full activity feed is shown in Settings > Organization > Audit Trail for people who can see the audit trail.

Tips

• Split by team (Marketing, Sales, Finance), by project (Q1 launch) or by audience (leadership, client).
• Keep workspaces small enough that people find things. Split one when it grows past a dozen or so items.
• Use Organization access for material everyone should see, and Private for work in progress.

Related

• Sharing and public links
• Comments
• Invitations