In this article we focus on the steps to create a new workspace. Learn what a workspace is in this KB article and find out how to best structure your data into workspaces.
Table of contents:
How to Create a Workspace
To create a workspace:
Verify you have the "Create Workspaces" privilege enabled
Next, navigate to the Home page and click on the "Create new" button at the top right corner of the screen and select Workspace. You will be presented a list of metamodel templates.
Select "Choose" on the metamodel template that best suits your needs or create a new one. You can build your own metamodel by selecting the "Blank Workspace" template under the "Other" tab.
Give your workspace a name in the "Edit workspace properties" menu.
Click "Save". You are now ready to start adding data, whether that's components, references or fields.
How to Allow or Prevent Users From Creating Workspaces
In Ardoq, you can use privileges to define feature access and permissions to define asset access.
For instance, you can enable or disable the "Create Workspaces" privilege to authorize or limit users from creating workspaces. On the other hand, permissions enable you to grant access to a given workspace and define the actions your users can perform on that workspace such editing or reading data only. Learn more about Workspaces permissions in the section below.
How to Enable and Disable the “Create Workspaces” Privilege
Given that you are an admin user in the Ardoq app, you can authorize or prevent users from creating new workspaces by enabling or disabling the “Create Workspaces” privilege on their user role or individually per user.
How to Enable and Disable The “Create Workspaces” Privilege on a User Role
To allow or prevent all users with a specific user role from creating workspaces:
Navigate to Preferences > Organization Settings > Manage User Roles
Select the user role you want to configure
Select or tick off the “Create Workspaces” checkbox
Click “Save”
Enabling or disabling the “Create Workspaces” privilege on a user role is the easiest way to manage who can create workspaces in your organization. Once the “Create Workspaces” privilege is enabled on a user role, it is not possible to disable it on specific users who have that user role.
For example, if you enable the “Create Workspaces” privilege on the Writer user role, all of your existing Writer users, and those you add in the future, will be able to create workspaces. Because the “Create Workspaces” privilege is enabled on the Writer user role, you won’t be able to disable the “Create Workspaces” privilege on single users who have the Writer user role assigned.
How to Enable or Disable the “Create Workspaces” Privilege per Single User
Enable the “Create Workspaces” privilege individually per user when you need certain people to create new workspaces and their user role does not allow them to. It is possible to disable the "Create Workspaces" privilege individually per user. However, the privilege must not be enabled on the user role.
To enable or disable the “Create Dashboard” privilege on single users:
Navigate to Preferences > Organization Settings > Manage Users
Look for the user you want to enable or disable the “Create Workspaces” privilege on
Click on the three-dot menu next to the name of a user and select "Assign privileges" or "Remove privileges"
Select "Create Workspaces" from the dropdown
Hit "Save"
Workspaces Permissions: Granting Workspace Access to the Right Users
Assign users a permission on a particular workspace to determine the actions they can perform on that specific workspace. It is not necessary to enable the "Create Workspaces" privilege for admin and writer users to edit a workspace as long as they have been granted the "Administrator" or "Writing" permission. The "Create Workspaces" privilege only allows users to create new workspaces.
To grant users a permission on a given workspace:
Head over to the Home page.
Click on the three dot menu next to the name of your workspace.
Select “Permissions”.
Assign a workspace permission to all users in your organization from the “All organization members” dropdown. Alternatively, grant access to specific users by typing their name or the name of group from the “Add a user or group” dropdown at the top of the modal.
The available permissions for Workspaces are:
Administrator permission: It allows users to read, edit, and delete the workspace they’ve been added to. They can also update the workspace permissions for themselves and other users who were granted access.
Writing permission: It allows users to read, edit, and delete the workspace they’ve been added to. They cannot update the workspace permissions.
Read-only permission: It allows users to read the workspace they've been added to. They cannot edit or delete the asset. They cannot update the workspace permissions.
No default access: It prevents users to access a specific workspace.
You can grant users the Administrator, Writing or Read-only permissions depending on their role:
User Role | Workspace Permissions |
Org Admins |
|
Org Writers |
|
Org Readers |
|
Contributors | Workspaces are only available in core Ardoq. Contributors can't access core Ardoq. |
👉 Learn more about privileges and permissions in the “Assign Users Access to Assets and Functionality” KB article.