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, you can create custom workspaces in Cloudera Data Visualization. Custom workspaces can provide you a designated area to collaborate and organize visual elements. Workspaces can be tailored to specific user groups or business lines for efficient dashboard development and viewing.

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.

Only users with Create Workspace system-level privilege can perform this task.

For information about the different types of workspaces, see Workspaces in Cloudera Data Visualization.

On the main navigation bar, click VISUALS.
On the left-side menu, click the Plus icon next to the Search Workspace box.

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This icon is only available to users who have the Create Workspace privilege.
In the Add Workspace modal window, enter the name of the new workspace.
Optionally, you can also provide a short description for the workspace.
Optional: You can add users or user groups to the workspace.

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If a user has a permission either through their username and group membership, or through multiple groups, that user has the broadest possible permissions. For example, if the user is part of "visual viewer" group and "dashboard editor" group (which has manage permission), that user has the manage permission.

As you enter a user or group name, the autocomplete functionality makes it easier to find an existing user or group.
Click Add.
Choose the access level for each user or group: View Only, Edit, or Manage.
- View Only
  Users can see the contents of the workspace in View mode but cannot make changes.
- Edit
  Users 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.
- Manage
  Users can change the name of the workspace, delete it when it is empty, add and remove users or user groups. This also includes all Edit privileges.
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The Admin user is part of the access matrix, as the creator of this new workspace. If the creator is removed, and the creator is not an administrator, they lose access to this workspace.
Click Add.
The workspace appears in the list of workspaces. This new workspace does not have any dashboards or visuals assigned to it at this time.