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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.
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To create a workspace

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


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


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To add content to the workspace

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


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


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


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  • Once you have selected your asset, click "Add"
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Any added assets will now show up under the "All Assets" header on the left navigation panel.
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Any added assets will now show up under the


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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


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


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


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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.
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  • Select "Add User/Groups"

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


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


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What's next


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

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