Workspaces in Optimal are a simple way to organize your team’s research. They act as central spaces where your projects and studies live. Workspaces makes it easy to keep work organized, protect sensitive projects, and give the right people visibility.
How to set up a Workspace
Click on your current Workspace name at the top of the left side panel to access your Workspace settings.
In your Workspace settings, you can:
Edit your Workspace name
Customize your Workspace subdomain
Note: If you change your subdomain, any links to existing active studies will break!
Customize a color for your buttons and study headers
Add a logo
How to invite members to a Workspace
Once you click on your current Workspace name at the top of the left side panel, you can also invite members to a Workspace.
How to create a new Workspace
Click on a Workspace name in the top of the left side panel and click on Create new workspace.
How to navigate between different Workspaces
You can easily switch between Workspaces by clicking on the current Workspace name and selecting a new Workspace from the dropdown in the left side panel.
How to create a project
Projects provide more control on who can see what within a Workspace, with the ability to make projects private.
To create a new project, click on New project on your Studies page. You can access your Studies via the left side panel.
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.
To view which projects are private, view the lock icon in the bottom of a Project tile.
You can also view who has access to each project as indicated by the profile icons in the bottom of a Project tile.
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 the three dot besides a project name and click to access the dropdown and click on 'Make project private'.
How to add or remove users from a project
To add or remove users, head to the three dot besides a project name and click to access the dropdown and click on 'Manage access'.
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.
In this module, you can also 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, head to the three dots (⋮) besides a project name and click to access the dropdown and click on '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 New folder within a project page.
How to convert a folder to a project
To convert a folder to a project, go to the folder you wish to convert, click on the three dots (⋮) by the folder and select ‘Convert the folder to a project’.
How to move studies and folders between projects
You can move studies between projects and folders or folders to other projects within a Workspace. Find the study or project you would like to move, open the three dots (⋮) menu by the study or project name 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.
Note that you cannot currently move studies between different Workspaces.