Adding a New Workspace

Workspaces allow you to organize your reports and users efficiently within your portal.

Where to find workspaces

Head to the top-right corner of your portal and click on your profile icon. From the drop-down menu, select Workspace.

Creating a new Workspace

Once on the Workspace page, click the + New button located in the top-right corner. You will be redirected to the Create New Workspace page, where you can enter the necessary details to add a new workspace.

Information you'll need to complete

On the workspace creation page, fill in the following:

  • Tenant

  • Organization

  • Name

  • Short Name

  • Code

  • Description

Once done, click Save to create the workspace.

Can't find the workspace code find it here.

Last updated