SenseTask allows you to organize users into workspaces, making it easy to manage access to documents based on organizational needs. By setting up workspaces, you can ensure that certain users have access only to specific documents.
When you first set up your organization, a default workspace will be created automatically with your organization’s name.
Create a workspace #
Creating workspaces is especially useful if your company manages multiple organizations or departments.
To add one or more workspaces, follow these steps:
- From Files on the left menu, select Add > Create workspace. Enter the name for your new workspace, then click Create workspace.
- Alternatively, go to Settings > Workspaces > Create workspace, enter the workspace name, and click Create workspace.
- Your new workspaces will appear in Files (left side) with unique icons to distinguish them from regular folders.
You can create as many workspaces as your subscription plan allows. Once your workspaces are set up, you can begin organizing your documents by creating workflow folders: Create workflow folders.
Rename a workspace #
To rename a workspace, click the three-dot button in the Actions column next to the workspace name. Choose Rename, enter the new name, and confirm your change.
Delete a workspace #
To remove a workspace:
- Go to Settings > Workspaces.
- Click the three-dot button next to the workspace in the Actions column, then select Delete.
Before deleting a workspace, make sure to remove all workspace members’ access and delete any files and folders associated with that workspace.