<aside> 💡 def. Workspaces host Dashboards. They can be configured by department, program, project, event, or initiative — the choice is yours! We built Workspaces to be a customizable space to organize your Dashboards.

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Notes:

• One Workspace is required.
• No limit on the number of Workspaces that can be created.
• ‘Edit’ allows members to change the name and delete the Workspace.

Create New Workspace

• Select the + icon in the left sidebar beside Workspaces.
• Add a Workspace name.
• Invite relevant team members to join your Workspace using their email addresses.
  • Select a role via dropdown (Admin, Editor, or Viewer).
• Use ‘Add Member’ to add multiple members at once.
• Select ‘Create’ to finish creating your new Workspace.

Note: Invites sent via Workspaces include only the Workspace a member has been invited to. Please refer to Organization Settings to provide access across the entire Dashboard.

Dashboards

• Workspaces can have multiple dashboards within them (no min. or max. requirement).
• Hover over an individual dashboard to favorite or delete.

Integrations

• View all connected integrations, active status, rename and remove connections.
• Select ‘Add Integration’ to choose from one of many platforms available in our integrations marketplace.
• Follow the OAuth flows to connect a new integration.