About Workspaces
  • 03 Mar 2023
  • 2 Minutes to read
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About Workspaces

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Article Summary

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 use cases are:

  • Projects.
  • Business units or departments.
  • Development lifecycle stage (e.g., testing, development, etc.).
  • To restrict access (e.g. internal / external, restricting PII).

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

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


Launch a Superset Instance

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

Launch_Superset2

After you select a workspace, your Home Page appears, where you can proceed to connect a database (if you are an Admin), create and configure a chart, and build your own unique dashboards.

Screen Shot 2023-03-03 at 10.24.12 AM.png


Create a Workspace

To Create a Workspace, 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 Preset workspace instance should be deployed. Please note that this field cannot be changed once defined and this field is only configurable for the Professional and Enterprise plans.

Here's an example:

New_Workspace_6a

Customize Workspace Card

Next, we can customize the workspace card by specifying an icon and color:

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 Workspace 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

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

And follow the instructions outlined in our Slack Integration article.


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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