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Workspaces are the containers for all of your apps. Think of a workspace as a category within your account - like Performance Management, Onboarding and Talent Development. They make your PeopleGoal account easy to navigate for users, and easy to manage for owners. Workspaces have their own permission settings which allows you to control who can see, create and edit all of the data contained in the workspace.
Before you dive in make sure you've read the Workspaces article in the Getting Started guide so that you've got the fundamentals down - how to install a workspace template, how to navigate the workspace and what the workspace settings are.
In this article we'll show you how to create a new workspace from scratch, how to set your workspace permissions and how to set up app folders in the workspace.
Next you're going to set up the basic workspace settings.
Change the workspace name and description (great for checking if you made any typos when you created your new workspace).
This is the workspace cover image.
Select the workspace color and display icon. By default these will be the same for any new apps you create within the workspace.
You're already working in draft mode. When you're ready to publish your workspace, either toggle the "Draft" button to "Published" and save your changes, or click Publish workspace in the yellow banner above.
The default permisssion type is listed in the drop-down button (generally this will be "Create only"). This is the access level that applies to everyone in your PeopleGoal account.
As an example, you might create a Performance Management workspace that will contain a suite of performance management apps for goal-setting, one to ones and performance reviews.
The default permission type will be "Create only", so that all employees on your PeopleGoal account can create their own OKRs and complete performance reviews, but they can't view the OKRs or reviews belonging to their colleagues.
You can then configure specific permissions to make your Human Resources team additional workspace owners. Everyone in this team would have workspace owner rights, just like you do.
You could also configure a specific permission for your CEO to give them "Create and view" access. They'd be able to create their own items and view items for all other employees - without having owner rights to change workspace settings.
Remember to hit Save changes to lock in your updates.
Head over to our Permissions & Visibility article to understand permissions in detail.
Once you've got your settings and permisssions configured, click on the Apps tab to add workflow apps to this workspace. Either install an app from our App Store or create your own custom app.
Once you have a few apps added to the workspace you've got an extra way to organize your apps - called Folders. Using folders adds a menu list to the lefthand side of your workspace, and allows you to group common apps together. This is especially useful when you've got five or more apps within a workspace.
Now that your workspace is ready to go, let's go into detail about creating and editing apps.