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Workspaces

The Workspaces section allows you to manage the creation, switching, and deletion of workspaces, providing flexible organization for your data.

Accessing Workspaces Settings​

  1. Go to PrimeRole Platform: Open the PrimeRole platform in your web browser.
  2. Go to Settings: Click on "Settings" in the main navigation bar.
  3. Go to Workspaces: Select "Workspaces" from the left sidebar menu.

Creating a Workspace​

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  1. Navigate to Manage Workspaces: In the PrimeRole platform, click on "Manage Workspaces" in the navigation bar (located next to the theme button).
  2. Open the Create Workspace Page: In the Manage Workspaces window, click the "Create Workspace" button.
  3. Enter Workspace Details: On the Create Workspace page:
    • Enter the desired workspace name (e.g., "Acme Inc") in the top bar.
    • Add a URL-friendly slug (a shortened, URL-friendly version of the name).
  4. Create the Workspace: Click the "Create" button to finalize the workspace creation.

Launching, Switching, and Deleting Workspaces​

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  1. Navigate to Manage Workspaces: Follow the same steps as above to access the Manage Workspaces page.
  2. Manage Workspaces: On this page, you can:
    • Launch/Switch: Activate and switch between your existing workspaces.
    • Delete: Remove a workspace if it is no longer needed.

Workspace Settings​

The Workspace Settings section allows you to customize your workspace's configuration. It is divided into two categories: General and Discovery.

General Workspace Settings​

In the General settings, you can modify core workspace attributes:

  • Name: Update the workspace's name.
  • Slug: Change the URL-friendly slug.
  • Logo: Update the workspace's logo.

How to Update General Workspace Settings

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  1. Access Workspace Settings: In PrimeRole, click "Settings" in the navigation bar, then select "Workspace" from the left sidebar.
  2. Modify Settings: In the "General" section, make the desired changes to the workspace name, logo, or slug.
  3. Save Changes: Click the "Save" button in the top right corner to apply your changes.

Discovery Workspace Settings​

The Discovery settings control the visibility and accessibility of your workspace. You can configure the following:

  • Workspace Visibility: Choose from the following options:
    • Invite Only: New users can only join with an invitation from a workspace administrator.
    • Admin Approval: New users can request to join, but administrators must approve each request.
    • Open Workspace: Users with email addresses from approved domains automatically gain guest permissions without needing an invitation or approval.
  • Workspace Domains: Add up to three domains. Users with email addresses from these domains can see your workspace.

How to Update Discovery Workspace Settings

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  1. Access Workspace Settings: As described above, navigate to the Workspace settings.
  2. Modify Discovery Settings: In the "Discovery" section, update the workspace visibility and add or remove domains as needed.
  3. Save Changes: Click the "Save" button in the top right corner to apply your changes.