Manage Workspaces

A workspace is an isolated environment that organizes the resources for a plant, facility, department, or project. Each workspace maintains its own devices, variables, assets, dashboards, alerts, reports, and users.

Note

Only Organization Administrators can create and manage workspaces. The Manage Organization menu is visible only to users with the Organization Administrator role.

Access Workspace Management

To manage workspaces:

1. Sign in as an Organization Administrator.
2. From the top-right corner, click Manage Organization.
3. Select Manage Workspaces.

The Manage Workspaces page lists all workspaces in your organization along with their status and configuration.

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Create a Workspace

To create a new workspace:

1. Open Manage Organization → Manage Workspaces.
2. Click New Workspace.
3. Enter the required workspace details.
4. Click Save.

Workspace Details

Field	Description
Workspace Name	A unique and descriptive name, such as Head Office, Manufacturing Plant, or Warehouse.
Description	A brief summary of the workspace’s purpose.
Currency	Defines the default currency used for calculations and values throughout the workspace.
Time Zone	Defines the local time used for events, alerts, historical data, and scheduled operations.

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Manage Existing Workspaces

The Manage Workspaces page displays all workspaces with the following information:

Field	Description
Name	Workspace name.
Description	Purpose of the workspace.
Active	Indicates whether the workspace is enabled.
Allow Manage Users	Allows workspace administrators to manage users within the workspace.
Time Zone	Configured timezone.
Currency	Configured currency.
Actions	Edit the workspace configuration.

Edit a Workspace

Click Edit next to a workspace to update its configuration.

You can modify:

• Workspace Name
• Description
• Currency
• Time Zone

Enable or Disable a Workspace

Use the Active toggle to enable or disable a workspace.

Disabling a workspace prevents normal operations while preserving its existing configuration and historical data.

Allow Workspace User Management

Enable Allow Manage Users to allow workspace administrators to manage users within that workspace.

When enabled, workspace administrators can:

• Add users
• Remove users
• Assign workspace roles
• Update user permissions

If disabled, user management remains restricted to Organization Administrators.

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Best Practices

• Create separate workspaces for each plant, facility, or customer.
• Use clear and descriptive workspace names.
• Configure the correct timezone before connecting devices.
• Select the appropriate currency before operational data is collected.
• Enable Allow Manage Users only when workspace administrators need to manage users independently.