Workspace based Access

Workspaces allow the platform to scale across large organizations while maintaining a clean and manageable data access model.

Overview

Workspaces allow organizations to segment users, data sets, and analytics based on teams, departments, clients, or projects. This structured approach enhances security, personalization, and collaboration across the platform.

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.

Create/Configure a Workspace

You can create a new workspace and configure the related settings from the Admin section of the platform.

• Access the Settings option by clicking the User Profile option.

• Select the Admin option from the next page.

• Open the Configurations section.

  
• Select the Workspace Settings option from the displayed list. Click on it.

• The Workspace Settings page opens.

• The Workspace information will be displayed below.

• Click the Add option to create a new workspace.

• A new field will be added to enter the workspace information and provide a relevant name for the workspace.

• Click the Save option.

• A notification message appears to ensure that the custom settings are updated.

  

• The new workspace information will be added under the Workspace Settings page.

  

Please note: Each created workspace includes Edit and Delete options, allowing users to modify or remove the workspace as needed after creation.

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.

Check out the illustration to understand how the workspace-based content access gets changed.

• Log in to the platform with a user account.

• Access the Workspace information from the top right header of the homepage. 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.

• 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.

• Access the homepage within the RetailCDPSolution workspace.

  • Please note that data from the default workspace is not available in this view.

    
• 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 clients and organization.

• Create workspaces around logical groupings (teams, clients, 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.