Managing Workspaces

Introduction

Workspaces are the top-level organizational units in Cnidarity. They provide a way to group related research projects and collaborate with team members. Workspaces can represent research groups, departments, institutions, or any other organizational structure that makes sense for your research.

Each workspace can contain multiple projects, and users can belong to multiple workspaces. This allows for flexible organization and collaboration across different research initiatives.

Creating Workspaces

You can create a new workspace at any time after logging in:

1. Click on your current workspace name in the top navigation bar to open the workspace dropdown.
2. Select "Create New Workspace" from the dropdown menu.
3. Enter a name for your workspace. Choose a name that clearly identifies the purpose of the workspace (e.g., "Marine Biology Lab," "Climate Research Group").
4. Optionally, add a description to provide more context about the workspace's purpose.
5. Click the "Create Workspace" button to complete the process.

Managing Workspaces

As a workspace administrator, you have several tools for managing your workspace:

To access the workspace dashboard, click on the workspace name in the top navigation and select "View Workspace Dashboard."

Workspace Settings

You can customize various aspects of your workspace through the settings page:

Accessing Workspace Settings

1. Click on your workspace name in the top navigation bar.
2. Select "Workspace Settings" from the dropdown menu.

General Settings

In the General tab, you can modify basic workspace information:

• Workspace Name: Update the name of your workspace.
• Description: Add or modify the workspace description.

Advanced Settings

Additional settings for workspace management:

• Default Project Settings: Configure default settings for new projects.
• Workspace Permissions: Customize permission settings for workspace members.

Workspace Collaboration

Workspaces are designed for collaboration. You can invite team members to join your workspace and work together on research projects.

Inviting Members

To invite collaborators to your workspace:

1. Go to Workspace Settings
2. Select the "Members" tab
3. Click "Invite Member"
4. Enter the email address of the person you want to invite
5. Click "Send Invitation"

Invited members will join as guests. After they join the workspace, you can add them to specific projects with appropriate project-level permissions.

Member Roles

Workspace members can have one of the following roles:

Switching Between Workspaces

If you belong to multiple workspaces, you can easily switch between them:

1. Locate your current workspace name in the sidebar on the left side of the screen.
2. Click on the workspace name to open the workspace switcher.
3. Select the workspace you want to switch to from the dropdown list.

Your active workspace determines which projects you can access and work with. When you switch workspaces, the interface updates to show the projects and settings for that specific workspace.

Best Practices

Here are some recommended practices for effectively managing workspaces:

• Organize logically: Create workspaces that align with your organizational structure or research domains.
• Clear naming: Use descriptive names for workspaces to make them easily identifiable.
• Limit administrators: Restrict administrator privileges to only those who need full control.
• Regular maintenance: Periodically review workspace members and remove those who no longer need access.
• Document purpose: Use the description field to clearly explain the workspace's purpose and scope.