Workspaces

Rollups aggregate status across workspaces to provide high-level summaries that make it easier to communicate status across the business. One place to visualize the big picture and bring together everything you need to stay in control.

This short video (2 mins 20) shows status roll-ups in SquaredUp:

Play Status roll-up

Start by configuring a monitor on a dashboard tile (see Monitors). The monitor state will automatically rollup to the dashboard and in turn to the workspace.

1. To add a new workspace, do one of the following:
   • Go to Settings > Workspaces then click Add workspace.
   • Click + Create workspace after clicking on the dropdown next to the current workspace name on the left-hand menu.
2. Configure the workspace settings:
   1. Configure the following on the General tab:
      Name:
      The name of the workspace.
      Description:
      Optionally, enter a description of the workspace.
      Icon:
      Optionally, you can upload an image for the workspace. The image will appear across the application such as on the home page, workspace home and maps
      Tags:
      Optionally, you can give the workspace one or more tags from the dropdown list. These can be used for grouping, filtering or searching, for example from the Organization home page, see Organization home.
      Type:
      Optionally, you can give the workspace a type from the dropdown list. This can be used for grouping, filtering or searching, for example from the Organization home page, see Organization home.
   2. Optionally, configure the following on the Access Control tab:
      Restrict access to this workspace:
      Optionally, enable this toggle to limit who can access this workspace.
      Restrict access to this workspace

      You can control access to workspaces by setting up permissions, where you can assign Viewer, Editor or Full Control permissions to users or groups. If you do not set permissions when creating a workspace, then anyone will be able to view, edit and administer it.

      By default, Restrict access to this workspace is set to off. The workspace can be viewed, edited and administered by anyone. If you would like to control who has access to this workspace, switch Restrict access to this workspace to on.

      Use the Restrict access to this workspace dropdown to control who has access to the workspace:

      • By default, the user setting the permissions for the workspace will be given Full Control and the Everyone group will be given Viewer permissions.
      • Tailor access to the workspace, as required, by selecting individual users or user groups from the dropdown and giving them Viewer, Editor or Full Control permissions.
      • If the user is not available from the dropdown, you are able to invite them to the workspace by typing in their email address and then clicking Add. The new user will then receive an email inviting them to create an account on SquaredUp. Once the account has been created, they will gain access to the organization.
      • At least one user or group must be given Full Control.
      • Administrator users are able to modify the ACL and delete the workspace.

      Workspace access levels

      Access Level

      Viewer	User can view the workspace contents (dashboards, scopes, KPIs, etc.). User can add the workspace as a downstream workspace for monitoring from other workspaces. User can see the workspace and related objects in their scopes (i.e., to monitor the state of the workspace). User cannot edit or delete anything within the workspace, including dashboards, tiles, scopes and KPIs. User cannot configure the workspace or its contents (e.g., change workspace name, change the ACL, configure notifications).
      Editor	User can do everything from Viewer level, but additionally can modify the workspace contents (dashboards, scopes, KPIs, notifications, etc.). User can modify workspace properties, such as name. User cannot modify the workspace ACL. User cannot delete the workspace.
      Full Control	User can do anything with the workspace, including changing its ACL and deleting it.

      Special access for administrators

      Administrators have special ‘administrative’ access to all workspaces. This means they see all workspaces listed under Settings > Workspaces, and they can modify workspace properties, including the ACL, for any workspace.

      Administrators do not see all workspaces in the main dashboarding area of SquaredUp, and do not have any access to the contents of workspaces unless they add themselves to the workspace ACL.

      Allow view-only sharing for all dashboards in this workspace:
      When Sharing is enabled for the organization the Allow dashboard sharing toggle is shown and can be enabled or disabled for the workspace. Sharing allows dashboards in the workspace to be shared with anyone. See Sharing.
3. Click Add to create the new workspace.

1. To edit workspace settings, do one of the following:
   • Go to Settings > Workspaces then either click the Edit workspace icon next to the workspace name, or click the workspace name on the left-hand menu.
   • Go to the workspace overview page (accessed by clicking on the workspace name on the left-hand menu) and click the top Workspace settings button.
2. Configure the workspace settings:
   1. Configure the following on the General tab:
      Name:
      The name of the workspace.
      Description:
      Optionally, enter a description of the workspace.
      Icon:
      Optionally, you can upload an image for the workspace. The image will appear across the application such as on the home page, workspace home and maps
      Tags:
      Optionally, you can give the workspace one or more tags from the dropdown list. These can be used for grouping, filtering or searching, for example from the Organization home page, see Organization home.
      Type:
      Optionally, you can give the workspace a type from the dropdown list. This can be used for grouping, filtering or searching, for example from the Organization home page, see Organization home.
      Default page:
      Specify the default landing page to display when you switch to or drill down to a workspace. Choose from:
      • Workspace overview: Sets the default landing page to your workspace dashboard collection. This is the default option used when creating a new workspace.
      • First dashboard in the list: Sets the default landing page to the first dashboard listed in the left-hand nav bar.
   2. Optionally, configure the following on the Access Control tab:
      

      Restrict access to this workspace:
      Optionally, enable this toggle to limit who can access this workspace.

      Restrict access to this workspace

      You can control access to workspaces by setting up permissions, where you can assign Viewer, Editor or Full Control permissions to users or groups. If you do not set permissions when creating a workspace, then anyone will be able to view, edit and administer it.

      By default, Restrict access to this workspace is set to off. The workspace can be viewed, edited and administered by anyone. If you would like to control who has access to this workspace, switch Restrict access to this workspace to on.

      Use the Restrict access to this workspace dropdown to control who has access to the workspace:

      • By default, the user setting the permissions for the workspace will be given Full Control and the Everyone group will be given Viewer permissions.
      • Tailor access to the workspace, as required, by selecting individual users or user groups from the dropdown and giving them Viewer, Editor or Full Control permissions.
      • If the user is not available from the dropdown, you are able to invite them to the workspace by typing in their email address and then clicking Add. The new user will then receive an email inviting them to create an account on SquaredUp. Once the account has been created, they will gain access to the organization.
      • At least one user or group must be given Full Control.
      • Administrator users are able to modify the ACL and delete the workspace.

      Workspace access levels

      Access Level

      Viewer	User can view the workspace contents (dashboards, scopes, KPIs, etc.). User can add the workspace as a downstream workspace for monitoring from other workspaces. User can see the workspace and related objects in their scopes (i.e., to monitor the state of the workspace). User cannot edit or delete anything within the workspace, including dashboards, tiles, scopes and KPIs. User cannot configure the workspace or its contents (e.g., change workspace name, change the ACL, configure notifications).
      Editor	User can do everything from Viewer level, but additionally can modify the workspace contents (dashboards, scopes, KPIs, notifications, etc.). User can modify workspace properties, such as name. User cannot modify the workspace ACL. User cannot delete the workspace.
      Full Control	User can do anything with the workspace, including changing its ACL and deleting it.

      Special access for administrators

      Administrators have special ‘administrative’ access to all workspaces. This means they see all workspaces listed under Settings > Workspaces, and they can modify workspace properties, including the ACL, for any workspace.

      Administrators do not see all workspaces in the main dashboarding area of SquaredUp, and do not have any access to the contents of workspaces unless they add themselves to the workspace ACL.

      Allow view-only link sharing for all dashboards in this workspace:
      When Sharing is enabled for the organization the Allow dashboard sharing toggle is shown and can be enabled or disabled for the workspace. Sharing allows dashboards in the workspace to be shared with anyone. See Sharing.

   3. Optionally, configure the following on the Advanced tab:
      Links:

      see Workspace linking for more information about links.

      
      The Links section tells you how many workspaces the new workspace will be linked to. Workspaces will automatically be linked to the new workspace based on their permission settings.
      Select Show workspaces to view all of the workspaces that are linked to the workspace.
      You can remove linked workspaces by selecting x next to the desired workspace.
      You can add linked workspaces by typing their name.
3. Click Save.

1. Go to Settings > Workspaces.
2. Click the Delete workspace icon next to the workspace that you want to delete.
3. Click Delete.

This short 47 second video shows you how to organize the dashboards in your workspace:

Play Dashboard organization