A workspace is a shared area where team members collaborate on campaigns, jobs, and assets. Each workspace is linked to an account and provides a structured way to separate projects or teams. By creating a workspace, you set up a dedicated space to organize related activities, while managing workspace names ensures clarity and consistency across the platform.
In this documentation, we’ll walk you through the steps on how to:
Let’s get started 🚀
Navigate
Step 1: Log in to the platform and select the account for which you want to create the Workspace.
Step 2: Click on the Create Workspace button at the top right corner of the interface.
A Create Workspace modal window will appear.
Proceed with creating the workspace.
Create Workspace
Create a workspace to organize and manage related campaigns and data.
Step 1: Enter the desired name for your workspace in the Workspace name field.
Step 2: Click on the Create button to proceed.
Your workspace will be created successfully.
Edit Workspace
Rename an existing workspace to align with updated organizational standards.
Step 1: Click on the vertical ellipsis icon (three dots) next to the workspace you want to edit.
Step 2: Select the Edit option to update the workspace name.
An Edit Workspace modal window will appear. You can now change the name of your existing workspace.
Step 3: Enter the new name for your workspace and click on the Update button to proceed.
Your workspace will be updated successfully.
Sort Workspaces
Sort the workspaces by using the column header.
Step 1: Click on the Workspace name header to sort the list based on account names.
The account names will be sorted in alphabetical ascending order.
Upon clicking on the header again, the accounts will sort in alphabetical descending order.
Search Workspace
Locate a specific workspace by entering its name in the search field.