Understanding Workspaces and Organization

Organize your analytics assets effectively with workspaces and folders.

What Are Workspaces?

Workspaces are collaborative containers that group related dashboards, reports, and data sources. They help teams organize work by project, department, or client.

Workspace Benefits

• Organize Content: Group related analytics together
• Control Access: Set permissions at workspace level
• Collaborate: Share with specific team members
• Isolate Projects: Keep different initiatives separate

Creating Workspaces

New Workspace

1. Go to Collaboration in the sidebar
2. Click Create Workspace
3. Enter a name and description
4. Choose visibility: Private or Team
5. Add team members

Workspace Settings

• Name: Descriptive title for the workspace
• Description: Purpose and contents overview
• Icon: Visual identifier (optional)
• Members: Users with access

Managing Workspace Content

Adding Content

• Dashboards: Move existing or create new
• Reports: Assign reports to workspace
• Data Sources: Link relevant connections

Folder Organization

Within workspaces, create folders to further organize:
1. Click New Folder in workspace view
2. Name your folder
3. Drag items into folders
4. Nest folders for hierarchy

Workspace Permissions

Access Levels

• Owner: Full control, can delete workspace
• Admin: Manage members and settings
• Editor: Create and modify content
• Viewer: Read-only access

Sharing Workspaces

1. Open workspace settings
2. Click Share
3. Add users or groups
4. Set permission level
5. Send invitations

Best Practices

Naming Conventions

• Use consistent naming patterns
• Include project/team prefixes
• Add date ranges for time-bound projects

Organization Tips

• One workspace per major project
• Group by department or team
• Archive completed projects
• Regular cleanup of unused items