Manage Workspace

This section details the operations you can perform on a created workspace.

Workspace Management

Manage your workspaces—rename, delete/restore, share, and control access—from within the Designer module.

Rename a Workspace

  1. Open Manage to view the Workspaces list.

  2. Select the workspace you want to rename.

  3. Click the Rename icon.

  4. In the Rename dialog, enter the new workspace name.

  5. Click Rename to save.

Tip: Use clear, consistent names (e.g., Sales_APAC_2025) to help collaborators find the right workspace quickly.

Delete or Restore a Workspace

Remove a workspace (moves it to Trash)

  1. Open ManageWorkspaces.

  2. Select the workspace to remove.

  3. Click the Remove icon.

  4. In the Remove dialog, click Remove to confirm.

Note: Removing a workspace also moves all dashboards within it to Trash by default.

Restore a workspace from Trash

  1. Open Manage.

  2. Navigate to Trash under the workspaces list.

  3. Select the deleted workspace.

  4. Click the Restore icon.

Permanently delete a workspace

  1. Open ManageTrash.

  2. Select the workspace.

  3. Click Remove Permanently.

Tip: Click the Reload Workspaces icon (next to the Workspaces list) to refresh the list after restore or delete operations.

Share a Workspace (Grant or Change Access)

Use Manage Access to grant or update permissions for users and groups.

  1. Open Manage Access for the target workspace.

  2. Choose one of the tabs:

    • Users — grant permissions to individual users.

    • User Groups — grant permissions to user groups.

    • Exclude Users — explicitly deny access to selected users (see below).

  3. In Users or User Groups, search and select entries using the checkboxes.

  4. Select Grant Permissions (use the provided permission checkboxes/levels).

  5. Click Share (or Save) to apply.

Tip: Prefer group-based sharing for simpler, scalable access management.

Revoke Access

Use this to remove previously granted privileges.

  1. Open Manage Access for the workspace.

  2. In the Users or User Groups tab, locate the principal whose access you want to revoke.

  3. Click Revoke (or clear the permission checkboxes).

  4. In the Revoke dialog, click Yes to confirm.

Exclude Users from a Shared Workspace

Exclude specific users—even if they are members of a group that has access.

  1. Open Manage Access for the workspace.

  2. Grant access to the appropriate User Groups (if not already shared).

  3. Go to the Exclude Users tab.

  4. Search and select the users to exclude using the checkboxes.

  5. Click Share (or Save) to apply.

Note: Exclude overrides access granted via Users or User Groups.

Include (Re-enable) an Excluded User

  1. Re-open Manage Access.

  2. In Excluded Users, click Include User for the target user.

  3. Confirm the action.