Creating a workspace
In addition to the standard public workspace that is shared by all users, and the single private workspace that each user has, administrators and users who have the Create Workspace privilege can create custom workspaces in CDP Data Visualization.
Workspaces may be shared with specific users and user groups to develop and view dashboards that are inherently useful to their line of business. Within each of these workspaces, each user has a defined access level: View Only, Edit, or Manage.
For information about the different types of workspaces, see Workspaces in CDP Data Visualization.
On the main navigation bar, click Visuals.
On the left side menu, find the Workspaces section.
Click the Plus icon.
In the Create Workspace modal window, enter the
Name and Description of the new
- Optional: In the user textbox, enter the account name of an existing user.
In the group textbox, enter the name of one or more existing
user groups. To include everyone, type Everyone.
- Click Add.
After adding all users and user groups, select the appropriate type of access:
View Only, Edit, or
- View only
Users with this privilege can see the contents of the workspace, and access them in view mode. However, they are unable to make any changes.
Users with this privilege can move dashboards in and out of the workspace. With adequate dataset permissions, they can also edit, delete, or clone any visuals, dashboards, or apps within this workspace.
Users with this privilege can change the name of the workspace, delete it when it is empty, add and remove users, and add and remove user groups. This also includes all Edit privileges.
- View only
The workspace appears in the list of workspaces. This new workspace does not have any dashboards or visuals assigned to it at this time.