Create a New Workspace

This section provides the necessary steps to create, update, and manage members for your Workspaces. Establishing a new Workspace allows you to build a secure, isolated environment tailored to your specific project or team requirements.

🚀 How You Create a New Workspace

Follow these steps to establish a new environment:

1. Navigate to Workspaces:

From the left navigation panel, click on Workspaces. This will take you to the central management hub where all your existing environments are listed.

2. Initiate Creation:

Click the purple + Create Workspace button located in the top-right corner of the screen. The Create Workspace modal will open.

3. Define Workspace Type and Scope:

Click the Workspace Type dropdown and select the appropriate option based on your strategic needs:

• General: Use this for enterprise-wide functions, long-term operational reporting, or master data management.
• Focused: Use this for short-term projects, experimental data analysis, or building specialized models.

4. Enter Details:

• Workspace Name: In this field, type the desired name for your environment (this is a required field).
• Description: Provide a brief explanation of the Workspace's objective to help other team members understand its purpose.

5. Finalize Creation:

Click the Create Workspace button. The new Workspace will be successfully added and will immediately appear in the main Workspaces listing table.

💡 Quick Tips for Workspace Naming

• Be Descriptive: Use names like FY26_Marketing_Audit or Global_IT_Operations instead of generic names like Test_1.
• Use the Description Field: Clearly state if the workspace is for production reporting or experimental testing to avoid confusion during data audits.

Next Step: Now that your environment is ready, learn how to grant access to your team in the Managing Workspace Members Guide.