All Collections
Account and team management
Guide to workspaces for enterprise customers
Guide to workspaces for enterprise customers

Learn how to manage workspaces, set up private projects and manage access, move studies between projects and folders and more.

Updated over a week ago

Our new workspace layout brings an extra layer of organization to your Optimal Workshop account. You can easily switch between workspaces to find the work that matters most to you. Projects provide more control on who can see what within a workspace, with the ability to make projects private.

How to navigate between different workspaces

You can quickly move between workspaces by clicking on the ‘Workspace’ drop-down in the left-hand sidebar.

How to create a project

To create a new project, click on the ‘Projects’ tab, then ‘Create project’.

Enter a title for your new project. If you are on the Enterprise plan, you can select the ‘Private’ option. This means that only you and your workspace admin can see and access the project.

How to update privacy on an existing project

The workspace admin or project owner can grant access to selected members of your workspace to collaborate on projects in smaller groups. To update project access, head to ‘Actions’ and click ‘Manage access’.

From the ‘Add workspace members’ dropdown, select the member(s) you would like to add to the project. You can revoke access from a workspace member at any time from this modal.

How to add or remove users from a project

To revoke access from a workspace member for a private project, open the project ‘Actions’ menu, then click ‘Manage access.’ Here you can revoke a member's access and make a project public at any time. Making a project public means that all logged in members of your workspace can see and access your project.

How to delete a project

Anyone who has access to a project also has the ability to delete it. To delete a project, go to the ‘Actions’ menu and select ‘Delete’. Please note this action can not be undone.

How to create a folder

Folders can add another level of organization within your projects. You can add a folder by clicking on ‘Create’ and selecting ‘Create folder’.

How to convert a folder to a project

To convert a folder to a project, go to the folder you wish to convert, open the ‘Actions’ menu and select ‘Convert to project’.

How to move studies between projects

You can move studies between projects and folders within a workspace. Find the study you would like to move, open the ‘Actions’ menu for that study and select ‘Move study’ from the dropdown. From here you can move a study to a different project, or to a specific folder within a project.

Can studies move between workspaces?

This functionality is not currently available, but it is on the horizon for future iterations of workspaces.

Did this answer your question?