Workspaces allow an Organization to operate as its own cloud-based service for small to large Organizations. For example, small teams may have a single workspace in their Organization, while large Organizations may have hundreds of specialized workspaces.
Workspaces manage access and visibility while providing isolated areas for an Organization’s members to operate. Workspace access is assigned to members in a private, multi-tenant environment for the Organization. With workspaces, teams can collaborate on open projects within some workspaces while maintaining strict confidentiality in other workspaces.
Since workspaces are fully isolated, data cannot be directly shared or accessed across workspaces. However, workspaces can access the same shared Document area, so that sharing of files between workspaces is possible if desired.
Viewing and managing workspaces within an Organization is simple.
To view and manage workspaces:
This will bring you to a table showing all the current workspaces within the Organization. From here you can create, update, suspend, and delete workspaces, add apps to workspaces, and manage member access to each workspace.
To create a workspace:
Note: By default, the member who created the workspace will be assigned to it automatically.
To update a workspace:
To suspend a workspace:
To delete a workspace:
Note: Deletion is a permanent action. This process will delete the workspace and all associated data. Be sure you have everything you need backed up before doing this.
By default, new workspaces have three apps automatically added: Analyze, Document, and Identity. While Identity cannot be removed because it is essential to managing access and roles within a workspace, Analyze and Document can be removed.
To manage which apps are available in a workspace, including custom apps:
To add a member:
Note: In order to add members to a workspace, the members must be part of the Organization and must appear on the member management form. If you want to add a member who does not appear on the member management form, you must first invite the member into the workspace.
To send an invite:
This process will send an email invitation to the member. The member then needs to click the link in the email and follow the directions to login or create an account if they are new to PlaidCloud. After a successful login, the member will be added to the workspace.
To remove a member: