As an Admin, you can create workspaces to organize & share content with your team.
To create a workspace
Click on 'Workspaces' from the navigation menu on the top
Click the 'Create Workspace' button on the top right corner
Give your workspace a title, and click 'Create'
To add content to the workspace
In a newly created workspace, click on 'Add Asset' to start adding a report or dashboard to it.
In a workspace that already has content in it, click on 'Add Asset' located within the top right corner
A pop up will open after you select "Add Asset"
From the Drop down, select the asset you wish to add. Below the name of each asset you will see whether it is a report or dashboard.
Once you have selected your asset, click "Add"
Any added assets will now show up under the "All Assets" header on the left navigation panel.
To organize content in the workspace:
Hover over the left side of the asset name and a pin will appear. Clicking this will pin your asset under the "Pinned Assets" header.
When multiple assets are pinned, hover near the "Pinned Assets" header and click the pencil icon.
- A pop up will open and here you can drag and drop the assets to be in the order that you like.
To share a workspace with your team
Click on 'User Management' under the workspace menu in the left navigation panel. If your workspace is not published, you will be prompted to do so before being able to share.
Select "Add User/Groups"
Select the User from the drop down and click "Update"