Creating a New Workspace

This section explains the steps on how to create a new Workspace in the Designer module.

Workspace Creation: Complete Flow

A Workspace is a container (like a folder) where you save and organize multiple dashboards in the Designer module. Use workspaces to keep related dashboards together—for example, by project, team, or environment.

Prerequisites:

• You have access to the Designer module.

• Your role has permission to create workspaces (if your organization enforces role-based access).

Create a Workspace

1. Navigate to the Designer homepage.

2. Do one of the following:

   • Click New and choose Workspace, or

   • Click the Add icon and select Workspace.

3. In the Create Workspace dialog, enter a Workspace Name.

4. Click Save.

• A confirmation message appears, and the new workspace is added to your list of workspaces.

Where to find your Workspace

• Open the Manage option from the left panel to see the list of Workspaces.

• Your newly created workspace appears in this list.

Next steps

• Create dashboards in the workspace:

  • From the Designer homepage, use New → Dashboard (choose your target workspace if prompted).

• Save existing dashboards into a workspace:

  • Open a dashboard and use Save (to update in place) or Save As (to save a copy to this or another workspace).

Tips:

• Use clear names (e.g., Sales_Analytics_APAC, Ops_Monthly_Reviews) to help collaborators quickly identify the right workspace.

• Keep one workspace per use case or team to simplify access control and lifecycle management.

• If you don’t see your workspace under Manage, refresh the list or check your permissions.