Knowledge

The Workspaces screen is used to manage workspaces separately for each of your brands or customers

For example, if you manage different clients, you can create a separate workspace for each client.

These workspaces can be easily integrated with their respective Google accounts, allowing for more effective communication and project management

Each customer will see their corresponding Workspace so that they can track analytics related to the customer

The Set Default function is used to mark the default Workspace. Workspace data will be marked as default on subsequent sign-ins. Each employee will be able to mark their default Workspace without being influenced by the Admin

1. Create a Workspace

Select the Workspaces menu -> Select the Add new Workspace function -> Enter the required values and select Save

*Explain:

Employees selected as Super Admins will have full permissions in the respective Workspace (edit, delete, add members/clients to Workspace)

2. Add members/clients to Workspace

After declaring Workspace, we proceed to add members and customers to participate in Workspace

Select View Workspace -> Select Add New Member / Add contact Client function

Customers will have visibility into their Workspace and can access associated statistics and metrics for the accounts contained within.

3. Workspace settings are the default

Select the Set Default function available in the Workspace management screen

Workspace that is Set Default will display a status of Is Default

You can also toggle Workspace Default at this function on the header bar

4. Edit Workspace information

Note: only Workspace Super Admins can edit Workspace information

Select the View -> Edit the necessary information and select Save

5. Delete a Workspace

Note: Only Workspace Super Admins can delete Workspaces. If the Workspace is set to default, you can't delete it either

Select the corresponding Delete function