Create a workspace

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You set up and manage workspaces from Administrator Settings > Workspaces. The first time that you access the Workspaces tab, the default workspace is displayed. All existing incidents are automatically assigned to this workspace.

To create a workspace:

  1. Click Administrator Settings > Workspaces.
  2. Click Create Workspace.
  3. Enter a name, API name, and optionally, a description for the workspace.
  4. If you want this workspace to be the default workspace, check the Default Workspace box.

After you create a workspace, you can proceed to create workspace roles, assign workspace roles to users and groups, remove global permissions as necessary, and add the workspace field to layouts.