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Create workspaces

Step-by-step guide to creating a workspace, adding content, organizing it, and sharing with your team.

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

To create a workspace

  • Click 'Workspaces' from the nav on the top

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

'Workspaces' from the nav on the top Click the 'Create Workspace' button on the top right corner


  • Give your workspace a title, and click 'Create'

Give your workspace a title, and click 'Create'


To add content to the workspace

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

In a newly created workspace, click 'Add Asset' to start adding a report or dashboard to it


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

In a workspace that already has content in it, click 'Add Asset' located within the top right corner


  • A pop up will open after you select "Add Asset"

  • From the Drop down, select the asset you wish to add. Below the name of each asset you will see whether it is a report or dashboard.

A pop up will open after you select


  • Once you have selected your asset, click "Add"

Any added assets will now show up under the "All Assets" header on the left navigation panel.

Any added assets will now show up under the


To organize content in the workspace:

  • Hover over the left side of the asset name and a pin will appear. Clicking this will pin your asset under the "Pinned Assets" header.

The left side of the asset name and a pin will appear. Clicking this will pin your asset under the


  • When multiple assets are pinned, hover near the "Pinned Assets" header and click the pencil icon.

When multiple assets are pinned, hover near the


  • A pop up will open and here you can drag and drop the assets to be in the order that you like.

A pop up will open and here you can drag and drop the assets to be in the order that you like


To share a workspace with your team

  • Click 'User Management' under the workspace menu in the left navigation panel. If your workspace is not published, you will be prompted to do so before being able to share.

  • Select "Add User/Groups"

'User Management' under the workspace menu in the left navigation panel. If your workspace is not published,


  • Select the User from the drop down and click "Update"

The User from the drop down and click


What's next


Still using the FleetOps v1/v2 interface? View the legacy version of this article.

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