About Workspaces
  • 11 Apr 2022
  • 3 Minutes to read
  • Contributors
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About Workspaces

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    Light
  • PDF

Overview

A workspace is an organizational unit, accessible by team members, that is created for a specific purpose. A workspace can be created for any reason — some potential use case scenarios include:

  • A project.
  • Business units or departments.
  • A software development lifecycle stage (e.g., testing, development, etc.).

Workspaces feature role-based access controls that enable Administrators to control access to Preset functionality.

Most importantly, selecting a workspace launches an instance of Superset, from which users can create powerful visualizations via charts and dashboards.

Let's explore workspaces in more detail below.


Launch a Superset Instance

Launching an instance of Superset is as easy as selecting a workspace card:

Launch_Superset2

After selecting, the Home Page appears, after which you can proceed to connect a database (if you are an Admin), create and configure a chart, or build your own unique dashboards.

Home_Page_from_Launch


Create a Workspace

First, though, let's start by learning how to create your own workspace! Just navigate to the empty card and select + Workspace.

New_Workspace_1

The Add New Workspace panel appears.

New_Workspace_5b

Define Workspace Settings

In the Workspace name field (required), enter a name for your new workspace.

In the Description field, enter a brief description of the workspace, such as its purpose or intended usage.

In the Deployment Region field, select a geographical area where your Superset workspace instance should be deployed. Please note that this field cannot be changed once defined.

Here's an example:

New_Workspace_6a

Customize Workspace Card

Next, we can customize the workspace card by specifying an icon and color. Here is a closer look:

Color_and_Icon1

Select the Icon circle to choose an icon for your workspace card.

Select_Workspace_Icon

Next, select the Color icon to choose a color for the left border of the card.

Select_Color

When done, select Save.

Our completed workspace card looks as follows:

Final_Workspace_Card1


Edit Settings

To change any of the settings you just defined, select the vertical ellipsis icon and, in the sub-menu, select Edit Workspace Settings.

Edit_Workspace_Settings1

The Edit Workspace panel appears.

Edit_Workspace1

Modify information in the Workspace name, Description, Icon, and/or Color fields, as needed.

When done, select Save.


Edit Roles

Workspace roles enable Administrators to assign more granular control over access to Preset features based on a combination of established workspace roles and configurable data access roles. Workspace roles are assigned to members of a workspace.

To edit workspace roles, select the vertical ellipsis icon in a workspace card and, in the sub-menu, select Edit Workspace Roles.

Edit_Workspace_Roles1

The Workspace Roles screen appears.

To change a workspace role, simply select the drop-down arrow below the Workspace Role column header and then select an applicable role.

Workspace_Roles1

The levels of access granted to different roles are as follows:

Role Feature Access Data Access Data Role Management
Workspace Admin All All Yes
Primary Contributor All All No
Limited Contributor All based on Data Access Role Restricted No
Viewer Published Charts and Dashboards, based on Data Access Role Restricted No
Dashboard Viewer Published Dashboards, based on Data Access Role Restricted No
No Access No No No

To learn more about how access roles work in Preset, please see:


Connect to Slack

Preset supports the sending of alerts & reports to a dedicated Slack channel. In order to integrate Slack with Preset, please see Slack Integration.

Part of the integration process involves entering a Slack token, which is done via a workspace card.

To complete this step, select the vertical ellipsis icon and, in the sub-menu, select Connect to Slack.

Connect_to_Slack

The Connect to Slack panel appears.

In the text-entry field, enter the Slack token and then select Connect to finalize the integration.

Connect_to_Slack1

We encourage you to read through the Slack Integration article to learn more about how this integration is done.


Delete a Workspace

To delete a workspace, select the vertical ellipsis icon on a workspace card and, in the sub-menu, select Delete Workspace.

Delete_Workspace1

The Delete Workspace panel appears.

In the text-entry field, enter the name of the workspace. In the example below, we are deleting the "Newsletter Marketing" workspace.

Select Delete to finalize the deletion.

Delete_Workspace2


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