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How do I add a workspace at the department level?

At the departmental level in a site collection, end users have the ability to manage work and projects. With "Contribute2" access, they can also create a workspaces below the departmental level site (another subsite).  A Workspace is a separate site within your site collection. A workspace may be connected to a project or it may a separate site for general team collaboration. Workspace is a general term for any site in your site collection. It is possible to create two different types of workspaces in EPM Live. Once they create a workspace they have full control (Owner access) of the workspace and can add apps, change the look and feel, and more. This lessons covers creating a separate (isolated) workspace from a department level site.

1. Navigate to the Department Level

  1. Click the Workspace Icon on the Icon Bar.
  2. Navigate to the department level site where the workspace will be created.

2. Create Workspace

Click the New Workspace button on the Navigation Menu.

2.1. Add Information

  1. Add the title.
  2. Add a description of the workspace.
  3. Select the desired permission option.
  4. Select the template.
  5. Click Create Workspace.

3. Wait for Workspace Completion Notification

  1. View the workspace notification.
  2. Click the link to view the workspace message.

3.1. Navigate to Workspace

Click the link to navigate to the workspace.

3.2. View the New Workspace

  1. View the newly created subsite and title.
  2. Click the ellipsis to edit the team.

4. Build Subsite Team

  1. Click the ellipsis menu of the subsite.
  2. Select Edit Team.

4.1. Build Team

  1. Check the boxes to the left of the resource name(s) to be added to the workspace team.
  2. Click Add.
  3. Click Save & Close.
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