Your Teams can share Instructions with the right audience by publishing Guides across multiple Workspaces. This allows you to decide who and how your user can access your content.
Add users to an unlimited number of flexible Teams & create Guides based on expertise, location, or department.
Publish and share Guides across multiple Workspaces & provide end-users with easy access to the right information at the moment of need.
Create a new Workspace
1. Click "Settings" then click "Workspaces" in the main menu of the platform
2. Click "+" to create a new Workspace
3. Enter a name for the new Workspace
Note: The workspace URL will be automatically change to your workspace name but it can be edited manually as well.
4. Select a Theme for the new Workspace from the dropdown menu
5. Select a Management Team for the new Workspace from the drop-down menu
This Team will be responsible for managing the Workspace. The Admins of that Team will be able to make any changes such as: the workspace name, URL, Sign-in Options, workspace password and branding theme.
Choose the Sign-in Options for the Workspace
A Workspace can:
Fully public. It's all out there. Fully accessible, and available for anyone with the link or QR code.
Password protected. Secure your content with a generic password.
Viewer login. Want to be sure that only verified team members can access your content? Then Viewer login is for you.
Tick the boxes corresponding to the method you want to activate.
Learn how to set it up in our Help article
Assign a new Default Team for new Users when using SSO as a login method (Optional)
Assign a Default Team for new Users so that a new user joins the specified Team when viewing a Workspace through a company's Single Sign On (SSO) account login.
Note: The new User will be set to Viewer by default, but an Admin of this Team can update the role to Editor or Admin.
Click "Settings" and then click "Workspaces" in the main menu of the platform
Click on Workspace you want to manage
Select a Default Team for new Users from the dropdown list.
Click "SAVE"
Note: By default, this Team is set to be the same Team as the Management Team. You can change it to any of your other Teams.
