Creating Workspaces
Workzone uses “workspaces” to organize your work and set permissions so that each user can access the content appropriate to his/her role in your projects. A user can only access the documents or projects in a workspace once given access to that workspace. Client service organizations will typically set up a workspace for each of their clients; other organizations may create workspaces for internal departments.
To create a new workspace:
- Select ALL WORKSPACES from the workspace drop-down list at the top left of the page.
- Click the Settings gear icon at the top right of the screen.
- On the left-hand menu, click on Workspaces and then click the Add A Workspace button at the top of the main page.
- Enter the workspace name as you want it to appear.
- If you want a workspace-specific logo to appear at the top-left corner of the screen, create an image in .gif, .png or .jpeg format of the exact dimensions 195 pixels wide by 50 pixels tall. [Hint: Create a transparent box using the specified dimensions and place the workspace logo inside to assure that it fits properly]. If you do not immediately have access to a logo, Workzone will display the workspace name in large text. You can change or update a workspace logo at any time.
- Choose the other associate (senior-level) users who should have access to this workspace from the user list. By default you are automatically assigned and all Administrators are assigned.
- Click the Create button at the bottom of the page.
More detailed information on workspaces can be found in the Workspaces section of this manual.