Create Workspaces

You can create Workspaces to align with your organization’s business structure and operational needs. By default, your tenant includes a Global Workspace that gives admins access to all data and assets. 

Tip: You can click Save Draft at any time to save your changes without publishing the Workspace.

Prerequisites

• You must have a license for Workspaces.
• You must have Admin privileges or be assigned to a permission set with the required access.
• Before creating Workspaces, decide on the data and assets you want each group of users to be able to access. A common use case is to create a Workspace for each of your business units and provide each business unit with access to only their data and assets.

Create Workspace

1. From the top Workspaces navigation bar, select Global Workspace. See Understanding Workspace Navigation for more information about switching Workspaces.
2. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Workspaces.
3. Click Create New.
   Important:The Workspaces settings is only available from the Global Workspace.
4. Enter a Workspace name and click Next.

Step 1: Configure Data Rules

1. Select the Account, People, Opportunity, or Activity tab.
2. Use selectors to configure a data rule that defines the data for the selected data type. For example, you can configure an account data rule to include companies with account names that start with certain letters.
   Tips: 
   • Click the refresh icon to see the number of records that match the selector criteria.
   • You CANNOT use segments to configure data rules in Workspaces.
3. Repeat the process for each object, as needed.
4. Click Next to proceed to Step 2.

Step 2: Assign Users

1. Select the checkboxes next to the users you want to assign to the Workspace.
2. Click Next to proceed to Step 3.
   Tip: You can change the Workspaces users can access after publishing a Workspace. See Change Workspaces for Users.

Step 3: Connect Assets

Assets include items such as account lists, filters, reports, and campaigns that exist within your tenant. Select the assets you want to make available in this Workspace. Any new assets created in a Workspace are automatically assigned to that Workspace.

1. Select the checkbox next to the lists (account, people, opportunity), filters (account, people, opportunity, activity), and reports you want to move to the Workspace.
   Important: The selected assets are moved permanently from the Global Workspace to the new Workspace. This action cannot be undone. If you want to copy assets to the new Workspace instead, you can do so after you publish the Workspace. See Manage Workspace Assets: Lists, Filters, and Reports. 
2. Click Next to proceed to Step 4.

Step 4: Review and Publish

1. Review the Workspace configuration.
2. Click Publish.
   Important: 
   • Assets connected to draft Workspaces cannot be viewed or used until you publish the Workspace.
   • Assets connected to unpublished Workspaces revert back to the Global Workspace if you do not edit or publish the Workspace within one week.
   • After you publish a Workspace, you cannot access or update it for approximately 24 hours while Demandbase processes the change.