Organization and Workspaces
Organization
As your first level of hierarchy, organizations go beyond the set up of individual accounts or teams. They are at the front page of the ability to collaborate and share test results with all invited members.
Rename your organization
You can rename your organization from the home page by clicking on the 3-dot menu and selecting the Rename option.
Workspaces
Workspaces serve as spacious organizational folders designed to categorize the content within an account. Their primary purpose is to facilitate the systematic arrangement of information based on various criteria, such as regions, teams, projects, or any other categories relevant to your organization’s operations.
A workspace is recognizable by this three-dot icon in the app :
Before creating a workspace it is important for your team to determine how you want to organize your work. It helps to start by determining the different levels which ultimately will help you have different overviews.
*In Exchange, the level 1 of workspaces is the organization and should not be used as a workspace. All test results should be uploaded into workspaces at level 2 or below.
We recommend : Using the Level 2 and Level 3 for regions and sub-regions. Level 4 can be for specific team, projects or/and contractors you want to collaborate with.
Changing from one workspace to another
Once you will have created sub-workspaces to your organization, you will be able to switch from one to another using the top right dropdown.
Creating a workspace
1. On the home page, click on “Create sub-workspace“
2. First, select the workspace under which you want to create a sub-workspace on the top right corner.
3. Choose how you want to name your workspace and click on “Create”
4. Once clicked, by default, your active workspace will be the one you just created. From here, you can go on the top right to change workspace at any level or create a sub-workspace to the one you just created.
Renaming a workspace
There are 2 ways to rename a workspace:
A. You can rename the current workspace from the home page by clicking on the 3-dot menu and selecting the Rename option.
B. You can also rename any workspace under the current workspace from the Workspaces page.
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