Forum Discussion
Need help / best practices with setting up workspaces
- 3 years ago
Hi ERing
The best way to do this is to create an App Workspace.
In the app workspace you add in the users who are part of your team with member or admin permissions.
You can create an App from your App Workspace. The Exec's then get added to the App (which they can view all the reports).
When you upload changes to the App Workspace those changes do not automatically flow through to the App. This means that you can upload your changes to the App Workspace, other users can view the changes. Finally if the changes are good to go, you can then update the App which will then show the new changes.
Hi ERing
The best way to do this is to create an App Workspace.
In the app workspace you add in the users who are part of your team with member or admin permissions.
You can create an App from your App Workspace. The Exec's then get added to the App (which they can view all the reports).
When you upload changes to the App Workspace those changes do not automatically flow through to the App. This means that you can upload your changes to the App Workspace, other users can view the changes. Finally if the changes are good to go, you can then update the App which will then show the new changes.
Thanks so much GilbertQ . As a follow up, what would determine the need for more than one workspace? Wanting the same users to have different access levels across different work spaces? Too many reports in a single workspace? Wanting to segment reports ( workspace for sales, workspace for operations, workspace for finance, etc)? Something else? I'm trying to understand if one workspace is sufficient for my needs.
- GilbertQ3 years agoSuper User
Hi ERing
You can use App Audiences to only show certain reports for certain users.
Somtimes it is easier to have different app workspaces as you say for Sales and Finance.
I would recommend always trying to understand why there is a requirement for another app workspace.