Workspaces
Estimated reading time: 12 minutes
Workspaces are shared areas where teams organize related dashboards, reports, and discussions. They keep work grouped by project, department, or topic.
What Is a Workspace?
A workspace is a container for dashboards, reports, and conversations. Every organization starts with a default workspace. You can create additional workspaces for different teams, projects, or purposes.
Creating a Workspace
Go to Workspaces in the sidebar
Click Create Workspace
Enter a name (e.g., "Sales Team", "Q4 Planning", "Marketing Analytics") and optional description
Choose a workspace type:
- Team Workspace — for ongoing team collaboration and shared resources
- Project Workspace — for specific projects with defined goals and timelines
- Department Workspace — for department-wide resources and communication
- Public Workspace — for company-wide or external sharing
Set the access level:
- Private — only invited members can access
- Team Members — team members can discover and join
- Organization — anyone in your organization can access
- Public — anyone with the link can access
Click Create Workspace
Adding Content to a Workspace
Once a workspace exists, you can share resources into it. Open a workspace and use the share options to add dashboards, reports, chat sessions, goals, or data sources. Select the resource you want to share, then click the share button to add it to the workspace.
Workspace Members
Workspace access is controlled at two levels:
- Organization role determines what a user can do globally (Owner, Admin, Analyst, Member, Viewer)
- Workspace membership determines who can see the workspace's content
All members of a workspace can view all dashboards and reports in it. Edit permissions depend on the user's organization role.
Activity Feed (Planned)
A workspace activity feed showing recent actions (new dashboards added, reports generated, comments posted, and member changes) is a planned feature. This is not yet available in the current release.
Workspace Organization Tips
- By department: Marketing, Sales, Finance, Operations
- By project: Q1 Launch, Product Redesign, Annual Review
- By audience: Executive dashboards, Team metrics, Client reports
Pro Tip
Keep workspaces focused. A workspace with 50 dashboards becomes hard to navigate. Split large workspaces into sub-topics when they grow beyond 10-15 items.
Workspace vs. Direct Sharing
| Feature | Workspace | Direct Sharing |
|---|---|---|
| Best for | Ongoing team collaboration | One-off sharing with specific people |
| Access control | All workspace members see everything | Per-item, per-person permissions |
| Activity feed | Planned | No |
| Available on | All plans | All plans |
Related
Ready to try clariBI?
Start your free 14-day trial. No credit card required.