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Workspaces

Workspaces serve as containers for organizing and managing data quality projects. Each workspace includes connections, folders, rules, and other elements required to define and execute a project. Workspaces can be shared with users or teams, with access permissions assigned at the workspace level to control collaboration and visibility.

Core Features​

  • Getting Started: Creating a workspace is straightforward; just name it and save. Workspaces automatically inherit access from the parent account, extending privileges to users with account-level access.
  • Access Management: Workspace permissions can be managed independently or inherited from the account, allowing flexible control over who can perform specific actions.
  • Role-based Contributions: Roles such as Application Admin, Owner, Contributor, Executor, and Reader define the level of access users have within a workspace, ensuring responsibilities are clearly aligned.
  • Seamless Workspace Switching: Switching between workspaces is quick and effortless, enabling users to navigate across projects without losing context.
  • Project Kickoff: Setting up users, groups, and workspaces with the right access controls is a key first step in launching a successful data quality project.

How To: Create a Workspace​

  1. Navigate to the Administration module.
  2. Select the Workspaces tab to create a new workspace.
  3. Click New Workspace.
  4. Configure a new workspace:
    1. Account: Select the account to associate with the new workspace.
    2. Workspace Name: Enter a unique name for the workspace.
    3. Description (Optional): Provide a brief description of the workspace, if needed.
  5. Click on Save to create the workspace.
Important

Workspaces are specific to an account and always reside within a single parent account.

Video Guide​

This video shows how to create a workspace.

How To: Assign Users/Groups to a Workspace​

  1. Navigate to the Administration module.
  2. Select the Workspaces tab.
  3. Click on the name of the workspace to which users or groups need to be assigned.
  4. From the Users/Groups subsection, click on Assign.
  5. In the Role Assignment window, select the Role for the user or group.
  6. From the Assign access to dropdown, select either User or Group, depending on whether access should be granted to an individual user or an entire group.
  7. From the Select User or Select Group dropdown, choose the specific user or group to whom the access should be granted.
  8. Click on Assign.

This adds the user or group to the workspace and grants the appropriate access privileges based on the selected role for the workspace.

How To: Revoke Users/Groups from a Workspace​

  1. Navigate to the Workspace from which users or groups need to be deleted.
  2. Select the checkbox next to the users or groups in the Users/Groups side tab.
  3. Click on Delete in the Users/Groups side tab to remove the users or groups from the Workspace.

Consideration​

  • A deleted workspace cannot be recovered.
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