Workspaces

Workspaces are a flexible way to create collections of dashboards and data sources that all relate to a single topic.

Use workspaces to model your teams and entities, and the dependencies between them, to enable greater collaboration and knowledge sharing. A workspace may represent an application, a service, a component, a team… it's completely up to you.

Each workspace has its own Dashboards, Data sources, Monitors, and Collections, and, covered in this article, Home page and Status.

Workspace home page

If you have the Default page option set to Workspace overview in the workspace settings, then the workspace home is displayed whenever you navigate to a workspace (after configuring a data source).

• Health: The Health section lets you view the rolled-up health state of the monitors and dashboards within your workspace. Use the filters at the top of the section to toggle between Monitors and Dashboards view and then use the adjacent Sort and State filters to control what is displayed. Click a monitor or dashboard in the list to open it. See What are health status rollups?
• Data Sources: The Data Sources section displays a list containing each of the data sources configured for the workspace, in addition to the Status of the data source and the count of objects it includes. Click a data source name to quickly open the corresponding overview page.
• KPIs: The KPIs section lets you see all the KPIs in this workspace at-a-glance. See KPIs.
• Map: The Map section displays an interactive model of the dependencies with this workspace. See Map for more information.

How to add, edit and delete workspaces

From the Settings > Access > Workspaces tab you can view, add, edit, and delete workspaces.

How to add or edit a workspace

1. You can add a new workspace from either:
   • Settings > Access > Workspaces > Add workspace.
   • + Create workspace after clicking on the dropdown next to the current workspace name on the left-hand menu.
2. You can edit workspace settings from either:
   • Settings > Access > 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.
3. Complete the fields on the General, Access Control and Advanced tabs. See Workspaces settings for what each field does.
4. Click Add or Save.

How to delete a workspace

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

How to organize a workspace

By default, dashboards appear in alphabetical order on the left-hand menu within a workspace. This short 47 second video shows you how to move dashboards within your workspace:

Play Dashboard organization

Dashboard folders

You can create folders and sub-folders to organize your dashboards and reorder the list by dragging and dropping the corresponding name in the left-hand menu. Folders intended use

To create a new dashboard folder, hover over Dashboards in the left-hand menu, click Add folder

Hover over a folder name then click more options

What are health status rollups?

Monitors are used to watch for changes in your data and signal when a specified state or threshold is matched. Pro and Enterprise users can provide scripts for even more in-depth control over monitors.

Depending on how you configure a monitor, you can choose whether the status rollup returns a red, amber or green color to the tile.

The status of the tile will then automatically roll up to the dashboard, and to the workspace. So if a tile turns red, so does the dashboard and workspace. See RollUp.

The red, amber or green status indicators mean you can instantly see if everything is okay or if something needs your attention.

Once your monitor is configured, SquaredUp can alert you when its state changes by sending notifications.

For more information on configuring monitoring see Monitors.

Your Organization home page shows the state of each workspace.

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

Play Status roll-up

Workspace settings

Admin users can also manage workspaces from Settings > Access > Workspaces. This page provides a single place to manage all of your workspaces. You are able to add, edit, delete and navigate to workspaces from this page.

Access control

Workspace admins can manage access control for a workspace on the Access Control tab of the Edit Workspace window, accessed via the following locations:

• From Settings > Access > Workspaces and clicking Edit workspace
  .
• From a workspace overview page and clicking Workspace Settings
  .

Access control is enabled via the Restrict access to this workspace toggle. By default, access control is disabled meaning that the workspace can be viewed, edited and administered by anyone.

From here, you can assign Viewer, Editor or Full Control workspace access to users or groups that you specify in the user field.

Additional domain access

When the Specify additional email domains at the workspace level toggle is enabled on the Settings > Access > Sharing page, the Additional email domains field is displayed.

Using this field, you can specify additional domains to be counted as part of your organization for the purpose of dashboard sharing. This means that anyone with that domain following a share link can log into SquaredUp and view the shared dashboard.

Enabling access control

When Restrict access to this workspace is enabled:

• By default, the user setting the permissions for the workspace is given Full Control and the Everyone group will be given Viewer permissions.
• Tailor access to the workspace, by selecting individual users or user groups from the dropdown and giving them Viewer, Editor or Full Control permissions. Full control access
• If the user is not available from the dropdown, you can invite them to the workspace by typing in their email address and then clicking Add. The new user is sent an email inviting them to create an account on SquaredUp. Once the account has been created they will gain access to the organization. See Users and Groups

See Workspaces settings for what each access level allows, and for how administrator access works.

Workspace linking

Each workspace is linked to a set of data sources. These data sources are the only data sources that the workspace can read data from.

Data source ACLs are mainly used to restrict the users that can link a data source to a workspace - once the data source is linked it is accessible to anyone with access to the workspace. Control over access to data source data is mainly controlled through workspace permissions, not permissions on the data source itself.

This means that all users with access to a workspace are guaranteed to be able to see everything in the workspace, regardless of their permissions on data sources used to populate it. Similarly, any monitoring and alerting is based on this same fixed view of the data. This is particularly important with scopes that match across multiple data sources.

Each workspace can also be linked to a set of other workspaces, for the same reason. The linked workspaces can be accessed to read workspace resources like state or KPIs. Again, this ensures any user viewing state or KPI tiles sees the same data as everyone else with access to the workspace.

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