As an Admin, you can create workspaces to organize & share content with your team.

To create a workspace

  • Click on 'Workspaces' from the navigation menu on the left

  • Click the 'Create Workspace' button on the top right corner


  • Give your workspace a title, set the required access level and click 'Save'



To add content to the workspace

  • In a newly created workspace, click on 'Add Tab' to start adding a report or dashboard to it.


  • In a workspace that already has content in it, click on 'Add Tab' located within the menu in the top right corner


  • To add a dashboard:

    • Select the 'Dashboard option from the resulting modal and click 'Next'


  • Select the dashboard you want to add from the dropdown list and click 'Add'


To organize content in the workspace:

  • Click on 'Edit' under the workspace menu in the top right corner


  • Here you can re-order the tabs by dragging them to the desire position and remove them from the workspace by clicking on the 'X' at the right end of the item you wan to remove.


To share a workspace with your team

  • Click on 'Edit' under the workspace menu in the top right corner

  • Set the Access to 'Users' and select the users that you want to share the workspace with.