Guide to create workspace

The Workspace management module allows administrators to manage and customize Workspaces for their organization. This guide will walk you through how to view, search, create, and delete workspaces.

1. Viewing your Workspaces

When you navigate to the Workspace Management page, you will see a list of all workspaces in your organization. Each workspace in the list displays the following view-only information:

• WS code: The unique code for the workspace.

• WS name: The name of the workspace.

• Members: The number of members in the workspace.

• Owner: The owner of the workspace.

• Admin: The administrator of the workspace.

• Created date: The date the workspace was created.

Searching for a Workspace

To find a specific workspace, use the search bar9. You can search by the workspace name10. The system will show auto-suggestions after you type at least two characters.

Viewing Workspace details

To see more information about a specific workspace, click on it in the list to open the Workspace Detail form.

2. How to create a new Workspace

1. From the Workspace management page, click the Create workspace button to open the creation form.

2. Fill in the required information:

   • Workspace code: Enter a unique code for the new workspace.

     • Must be between 3 and 30 characters.

     • Can only contain letters and numbers. Special characters are not allowed.

   • Workspace name: Enter a name for the workspace.

     • The name must be unique within your organization.

     • It must be between 3 and 30 characters.

     • Special characters and numbers are allowed.

   • Description: Provide a description for the workspace.

     • The maximum length is 300 characters.

     • Special characters and numbers are allowed.

3. Click the Create button. A notification will ask for confirmation.

4. Click OK to save the new workspace. Clicking Cancel will abort the action.

3. How to delete a Workspace

1. From the workspace list, find the workspace you wish to remove.

2. Click the menu button and select Delete workspace.

3. A notification will appear asking for confirmation: "Are you sure you want to delete the workspace [Workspace name]?".

4. Click the Delete button to proceed. The system will then:

   • Permanently delete the workspace and all its associated data, members, and configurations.

     Display a success message, such as "The WorkSpace has been successfully deleted.".

   • Update the workspace list by removing the deleted workspace^.

   • Update the total count of workspaces.
5. If you do not wish to delete the workspace, click the Cancel button to close the pop-up.