Workspaces: Overview

Workspaces allow you to effectively organize and control access to your templates and tests across projects and teams.

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On this page:

 


 

Key Features

  • Improve the organization of your templates, tests, and team members.
  • Assign and maintain privacy for projects or teams.
  • Assign permission capabilities at a per-workspace level.
    Pro tip: Use a single workspace per team, and use folders for your projects.

Note: Multiple workspaces are available on Advanced, Ultimate, and Premium subscription editions.

 

 

Viewing tests, drafts, and highlight reels

  • In the navigation menu, click Workspaces to see active tests and insights in a given workspace.
    Workspace__1_.png

 

 

Adding team members to workspaces

  • Go to the Navigation menu
  • Choose workspace switcher
  • Select Manage workspaces, all of the available workspaces will be listed here.
    workspaces.png


Seat-based plan

  • To update the Workspace, select the ellipsis (three dots).
  • Select Add team members, from drop-down.
  • Type in the email address of the team member.
  • Select Add members, an invitation will automatically be sent for them to join.
    workspace_6.png


Flex plan

  • Select the Workspaces tab on the Settings page.
  • Select drop-down next to Workspace title, then Add members.
  • Type in the email address of the team member.
  • Select Add members, an invitation will automatically be sent for them to join.

flexplan_addmembers.png

 

 

Assign workspace permissions

Seat-based plan

  • All new members added to a workspace are by default assigned Collaboration only status.
  • To set or change workspace permissions, go to the Manage workspaces page, and select the drop-down next to the text indicating the number of members.
  • Select the drop-down beneath a member's name and choose the level permission assigned.
    workspace_8.png


Flex plan

  • All new members added to a workspace are by default assigned Collaboration only status.
  • Select the Workspaces tab on the Settings page.
  • Select drop-down next to number of Workspace members.
  • Choose access level assigned.
    flex_plan_permissions (1).png

 

 

Related Content

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