Add/Edit Workspaces

Workzone uses workspaces to organize work and set permissions so that each user can access the content appropriate for their role. A user can only access the documents or projects in a workspace once given access to that workspace. Client service organizations will typically set up a workspace for each of their clients; other organizations may create workspaces for internal departments.

Create a New Workspace

Before an Administrator or Manager creates a new workspace, consider the following:

• Create a logo for the workspace that will appear at the top left of the screen. This logo needs to be saved in .gif, .jpeg or .png format and should be 195 pixels wide by 50 pixels tall. [Hint: Create a transparent box using the specified dimensions and place the workspace logo inside to assure that it fits properly.] If you do not immediately have access to a logo or choose to upload one, Workzone will display the workspace name in large text. You can change or update a workspace logo at any time.
• Create users for those individuals that you will want to assign to specific workspaces.

To create a new workspace:

• Select All Workspaces from the workspace drop-down list in the top left.
• Click the settings (gear icon) in the top right.
• On the left-hand menu, under WORKSPACES, click the Add/edit workspaces line, then click the + Add Workspace button at the top of the main page.
• Enter the workspace name.
• Select a logo image (optional).
• From the checkboxes in the Select Team Members for this Workspace area, choose the other users who should have access to this workspace.
  • Existing Reviewers must first have a workspace chosen from the Reviewers From Another Workspace dropdown. Once the Reviewer's box is checked, click the Add Selected button to finalize their addition to the new workspace.
  • Selecting a User Group name will add all of the users included in that group.
• Click the Create button at the bottom of the page.

Disable/Hide An Inactive Workspace

Only Administrators can disable a workspace. For projects or clients that are currently inactive, it may be useful to hide the workspace so that it does not show up in the drop-down list of workspaces.

Select All Workspaces from the drop-down list, then click the settings (gear icon) in the top right. On the left side, select Add/edit Workspaces in the Workspaces section. Click Disable to the right of the workspace name, then click OK on the prompt that appears.

Disabling a workspace does not delete the workspace; it merely hides it from view in the workspaces dropdown list. If you enable the workspace later, it will appear in the workspaces list once again.

Edit an Existing Workspace