What is a Workspace and how should I set them up?

A Workspace is much like a folder on your computer, it allows you to organize your studies into logical containers (Workspaces). You can create as many workspaces as you want, there are no limits on the number of workspaces you create. Customers typically set-up workspaces by team, product, concept, project, persona, etc.

Only the users defined and invited will be allowed to access anything inside that Workspace. A user's role may vary by workspace. I.e. you may have Researcher access in one workspace but be invited to another as a Collaborator.

This is how to create a new workspace:

Screen Recording 10-19-2021 at 4.21 PM


Collaboration within workspaces enables teams to involve the right stakeholders throughout the entire research and testing process making it easy and fast to make research-driven decisions.

Keyways the pros use workspaces to collaborate:

  • Build multiple workspaces and manage permissions.
  • Map specific workspaces back to Slack channels and manage auto-notifications.
  • Use @mentions to instantly share and comment on videos and reports.
  • Automatically convert reports into a shareable slide deck to share key results and video highlights.
  • Invite your team to collaborate during live moderated sessions. Other researcher and collaborator users can help annotate live notes, tag events and insights, flag moments and share live feedback with the moderator through chat.
  • Move studies between workspaces to keep things clean or allow access to only certain people.


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