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Creating Spaces

Table 65. Availability - Legacy plans


Overview

By default, all users, except for collaborators and external users, can create new spaces. In Enterprise accounts, it's possible to reserve the right to create spaces for admins and owners only in security settings.

There are three ways of creating a space:

  • Create a new space from a use-case

  • Create a new space from scratch

  • Create a space from a folder/project

Create a new space from a use-case

  1. Click the + button in the upper-right corner of your workspace.

  2. Select Space.

  3. On the page that opens, hover over the use-case you want to use and click Select. If you want to see more information about the use-case click Preview.

The space is created with the structure and items you’ve selected in Step 3. You can access other items created from use-cases in the corresponding areas of the workspace: Dashboards, Request Forms, Workflows, and Reports.

By default, the space is created as private. You can change this later from the space’s settings, as well as other space settings.

Note

You can learn more about all the use-case templates here.

Create a blank space

  1. Click the + button in the upper-right corner of your workspace.

  2. Select Space.

  3. In the window that opens click Create blank.

  4. Next, you will be asked to:

    1. Enter the name of the space.

    2. Add a space description.

    3. Choose whether the space should be public, private, or locked.

    4. Change the space’s icon by clicking Change icon in the lower left-hand corner and selecting the background and emoji.

    5. Invite users to the space by clicking the field in the Members section and selecting a user or a user group from the list. If you don't see someone, start typing their name and select them once they appear.

    6. Select space admins by finding a user to make an admin, clicking their current role to the right of their name, and selecting Admin.

    7. On Business and higher accounts, you can select which access role should be assigned to the My Team group in a public space.

  5. Click Create.

Tip

You can also create new spaces from the Home page. Click Explore spaces next to the Spaces section and then click Create Space in the window that opens. Alternatively, click the + icon to the right of the Spaces section.

Create a new space from an existing project or folder

Spaces_-_Create_space_from_folder.png
  1. Navigate to the space where the relevant item is located.

  2. Right-click the folder or project name in the left-hand panel. 1

  3. Select Create space from this folder/project. 2

  4. Set up your space as necessary by following Step 3 of the manual above.

  5. Click Create.

Note

When you create a space from an existing folder or project, the structure inside the created space remains the same as it was within the original folder or project.

Items located inside the original folder or project aren't duplicated to the new space but are simply tagged to it. So, if you change the structure within the newly created space, the same changes will apply to the original folder or project.

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