WorkspacesCreating and switching workspaces
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Creating and switching workspaces

Add new workspaces to your organization and move between them.

A workspace holds one product's data source, its profiles and its lifecycle, and lives inside your organization. Your first workspace is created with your organization; you can add more at any time.

Every workspace in the organization, with a button to create another.

Create a workspace

  1. Go to Organization → Workspaces.
  2. Click Create workspace.
  3. Enter a workspace name. Uptend generates a URL-friendly identifier from it and checks that it's available.

The new workspace starts empty, with you as its first member. From there, configure its settings and add your team.

Switch between workspaces

When your organization has more than one workspace, use the workspace switcher to choose which one you're working in. Uptend returns you to your most recent workspace next time you sign in.

General

Rename your organization and transfer ownership to another member.

Workspace settings

Set a workspace's name, logo, and the calendar its reports are bucketed by.

On this page

Create a workspaceSwitch between workspaces