Workspace

Access workspace-based data and documents for focused and dedicated analytics.

Workspaces in the platform are designed to group data and analytics based on specific teams, departments, or projects. This structured approach ensures enhanced security, personalization, and collaboration.

A single user can be a member of multiple workspaces. The platform's user experience, including the dashboards, reports, and data sets displayed, is customized to each specific workspace a user is currently accessing. This ensures that users are presented with only the information relevant to their current role and context.

By segmenting data and user experiences across dedicated spaces, workspaces empower organizations to maintain data privacy, streamline collaboration, and deliver relevant insights to the right users. This structure is especially critical for multi-client platforms and large enterprises, where data governance, team-specific customization, and project-level organization are essential.

Benefits of using the Workspace-based Environment

• Enhanced Data Security: Isolated workspaces minimize the risk of unauthorized access to sensitive information, allowing different teams or departments to work securely within their environments.

• Client-Specific Segregation: In multi-client platforms, each client can be assigned a dedicated workspace to ensure access is limited strictly to their data and analytics.

• Project-Level Organization: Data sets, widgets, and visualizations can be organized by project, making it easier to manage and monitor progress across initiatives.

• Role-Based Relevance: Users see only the data, widgets, and reports relevant to their role, helping to eliminate clutter and improve decision-making focus.

• Customizable Dashboards: Each workspace can feature its homepage setup, complete with widgets and reports tailored to the specific needs and goals of that team or use case.

• Improved Collaboration: Workspaces foster shared context within teams, ensuring consistency in data interpretation and better alignment across stakeholders.

The following sections explain how workspace configuration works and how access is managed within each workspace.

Please note:

• The creation of new workspaces is managed by the organization's Administrative team.

• Workspace access is provisioned based on a user's role and their involvement in specific projects.

Workspace Selection and Access

Users can seamlessly switch to their desired workspace from the Configuration section within their User Profile. The platform content available to the user—such as dashboards, reports, and workflows across various modules—will be segmented and restricted based on the selected workspace, ensuring access only to relevant data and resources.

Default Workspace Access

• Log in to the platform with a user account.

• Access the Workspace information from the top right header of the homepage. The 'Default' workspace will be selected by default while accessing the platform homepage for the first time. As you can see, there is some content and widgets created by the user under this workspace.

  
• Navigate to the Data Center module.

• Access the My Connectors section.

• The existing list of data connectors is displayed under the Standard Connectors section.

• By selecting a connector from the list, you can see more information regarding the data connector and the existing Data Set, associated tables, functions, and data published as an API.

• Navigate to the Data Engineering module, select the Pipelines section, and the existing list of pipelines will appear.

Switching to a Different Workspace

• Access the User Profile option and click on it.

• Select the My Account option from the context menu.

  
• Navigate to the Configurations tab.

• Access the Workspace Configuration section.

• Select another workspace using the drop-down. E.g., the RetailCDPSolution is selected in the following image.

• Click the Save option to save the workspace selection.

Accessing Data and Content within the Chosen Workspace

• Access the homepage within the RetailCDPSolution workspace. It is the default landing page to open.

  • The Home page remains empty since the selected workspace does not contain any customized insights.

    
• Navigate to the Data Center to see the My Connectors page; no data connector is visible under it.

• Similarly, you can verify the Data Engineering module by accessing the Pipelines list, under which no pipeline is displayed.

Therefore, when a user selects a different workspace, all content and data from one workspace become hidden or inaccessible, even for the same user.

Please note:

• Users will see platform modules based on their assigned role permissions, which remain consistent across all workspaces associated with the same user account until it is modified using the Security module.

• A single tenant can host multiple workspaces. Each workspace maintains segmented data access, ensuring that even the same user sees only the data specific to each workspace's configuration.

• The Default workspace displays all the data and shared documents available to the user.

Best Practices

Follow these best practices to effectively leverage the workspace-based environment for your organization:

• Create workspaces around logical groupings (teams, departments, or projects).

• Regularly review user roles and data associations for compliance.

• Leverage role-based access to maintain clean permission boundaries.

By leveraging workspaces, organizations can scale their analytics capabilities while maintaining control, clarity, and contextual relevance for every user.

Please note: The Default Workspace is designated as the primary location for storing and showcasing all data-related activities. It acts as a temporary placeholder until a role-specific workspace is created by the user or provisioned by an administrator.