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Workspaces

A workspace is an access-controlled, collaborative work area within a CoBaseKRM application environment. A minimum of one existing workspace is required in a CoBaseKRM application environament.

Workspaces may be defined from several operational objectives and activities:

  • Users – A designated group of employees who are assigned to a workspace to carry out the responsibilities and objectives of project activities and tasks. Users may belong to multiple workspaces and be assigned different roles for different workspaces.

  • Subject matter – A focus area for building comprehensive knowledge for fostering discovery and innovation, such as:

    • product - a workspace can be used to manage a product's lifecycle, technical specifications, attributes, digital assets, and metadata

    • product family - a workspace may be created for a family of related compounds that share common parameters (e.g., ingredients, manufacturing factors) and responses (e.g., quality goals), though these may vary in levels across compounds. Workspace members are able to compare, make contributions to, share, and reuse existing research and knowledge effectively.

    • designing a line of research - A company that produces both compounds and compound filters would typically maintain separate projects and activities for each area of research, reflecting the workspace members and parameters of interest

  • Parameters – A consistent set of factors (inputs, process variables) and responses (outputs, quality metrics) that apply to the work within a workspace

Note

If you want to change workspace settings, see the topic page for Workspace Settings in the Administrator Guide for CoBaseKRM.

Switch to a different workspace

If you are a member of more than one workspace, you can navigate to a different workspace by clicking or tapping the Workspace name field in the menu bar and select the corresponding menu option.

To switch to a different workspace:

  1. Click or tap the Switch Workspace icon button on the right in the menu bar.

    A menu is displayed showing a list of workspaces that you are assigned to.

  2. Select the workspace that you want to switch to.

    You are navigated to the selected workspace and the web client updates the view accordingly.

Add a new workspace

To add a new workspace in the web client:

  1. Click or tap the Workspace name field to display a menu, and select Add new workspace.

    You are navigated to the setting up a new workspace view.

  2. Optional: In the Workspace Name field, type the name of the new workspace and click or tap Name and Create Workspace button.

    Note

    If you don't want to define a name for the new workspace and have the web client assign a default name, which you can change later, click or tap the Skip Naming button.

    The Invite Users view appears.

  3. Optional: In the Invite Users view, if you want to invite other users to join the new workspace as a member, type the email address for a user in the input field and click the drop-down list to select a role for the user's permissions.

    Note

    If you don't want to invite other users to the new workspace just yet, you can click or tap the Skip Inviting Users button. You can always invite other users to the workspace later.

    You are navigated to the Projects view of the new workspace. A banner is displayed at the top of the view to show the trial status of the new workspace and how many remaining days befor the trial period expires.