--- title: "About Workspaces" slug: "about-workspaces" updated: 2023-03-03T22:52:52Z published: 2023-03-03T22:52:52Z canonical: "docs.preset.io/about-workspaces" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.preset.io/llms.txt > Use this file to discover all available pages before exploring further. # About Workspaces ## 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](/v1/docs/role-based-access-security-rbac) 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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Launch_Superset2.png) After you select a workspace, your Home Page appears, where you can proceed to [connect](/v1/docs/connecting-your-data) a database (if you are an Admin), [create](/v1/docs/creating-a-chart) and [configure](/v1/docs/advanced-configuration) a chart, and build your own unique [dashboards](/v1/docs/creating-a-dashboard). ![Screen Shot 2023-03-03 at 10.24.12 AM.png](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Screen%20Shot%202023-03-03%20at%2010.24.12%20AM.png) --- ## Create a Workspace To Create a Workspace, navigate to the empty card and select **+ Workspace**. ![New_Workspace_1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/New_Workspace_1.png) The *Add New Workspace* panel appears. ![New_Workspace_5b](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/New_Workspace_5b.png) ### 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](https://preset.io/pricing/?utm_source=Preset-Docs&utm_medium=Referral&utm_campaign=Preset-Docs). Here's an example: ![New_Workspace_6a](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/New_Workspace_6a.png) ### Customize Workspace Card Next, we can customize the workspace card by specifying an icon and color: ![Color_and_Icon1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Color_and_Icon1.png) Select the **Icon** circle to choose an icon for your workspace card. ![Select_Workspace_Icon](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Select_Workspace_Icon.png) Next, select the **Color** icon to choose a color for the left border of the card. ![Select_Color](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Select_Color.png) When done, select **Save**. Our completed workspace card looks as follows: ![Final_Workspace_Card1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Final_Workspace_Card1.png) --- ## 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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Edit_Workspace_Settings1.png) The *Edit Workspace* panel appears. ![Edit_Workspace1](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Edit_Workspace1.png) 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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Edit_Workspace_Roles1.png) To learn more about how access roles work in Preset, please see: - [Role-based Access Control (RBAC)](/v1/docs/role-based-access-security-rbac) - [Row Level Security (RLS)](/v1/docs/row-level-security-rls) --- ## 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](/v1/docs/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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Connect_to_Slack.png) And follow the instructions outlined in our [Slack Integration](/v1/docs/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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Delete_Workspace1.png) 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](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/Delete_Workspace2.png)