Workspaces

Workspaces are made up of users in your organization. Before you begin creating content, you need to choose your workspace. When you first log in to LX Design Studio, you are given access to a shared organizational workspace and a personal space. Everyone serves as the owner of their personal workspace. If you are an admin of LX Design Studio, you will be an owner of the shared space. If you are not an admin of LX Design Studio, you may be a viewer or editor of the shared space.

Workspaces are where you can create and manage projects. To switch between workspaces, use the drop-down at the top of the left navigation bar.

Best practices for workspaces

When choosing which workspace to create content in, remember that:

  • Only you can see the content you create unless you invite others to collaborate. Even if you create a project in a shared workspace, you still have to invite collaborators in order for them to see it.
  • When you add collaborators to a project, they are automatically added to the workspace where the project is located.
  • You may want to reference the knowledge sources from a specific workspace. Workspaces contain knowledge sources that your Design Assistant uses to create content that fits your organization's standards. Your different workspaces may contain different knowledge sources that are relevant to certain projects. The Design Assistant can recommend knowledge sources that would be relevant and useful. In addition, when you upload knowledge sources, the Design Assistant can use them to answer queries. For more information on adding knowledge sources to a workspace, visit the Knowledge Sources page.

Workspace roles

If you are a site admin of the platform and have the privilege to access LX Design Studio, you also have admin level permissions to LX Design Studio. As an admin of LX Design Studio you can see and manage all workspaces and projects from the Admin dashboard.

If your platform role is something other than site admin, and you have privileges to LX Design Studio, you are not an administrator in LX Design Studio. You are the owner of your default workspace and those you create, but you can only access other workspaces and projects to which you have been added as a member. When you are added as a member, you may have view or edit privileges.

If you are not an administrator in LX Design Studio, you may have a different role in different workspaces. The role you have at the project level is independent of your role within the workspace. The following roles exist in workspaces:

  • Viewer: A workspace viewer can see shared projects in a workspace, but they cannot create projects, but can create content. Viewers cannot manage members, delete, or rename a workspace.
  • Editor: A workspace editor can see shared projects in a workspace. They can create new projects and new content in a workspace. Editors cannot manage members, delete, or rename a workspace.
  • Owner: An owner has full control over a workspace and the projects and content within it. They can manage members, delete, or rename the workspace.

Depending on your role in a workspace you may have different options available to you with regards to managing a workspace.

Find a workspace

Before you begin creating projects and content, ensure you are in the correct workspace. By default, your personal workspace is the active one.

To switch to a different workspace:

  1. Open the workspace dropdown. The dropdown is indicated by the up and down arrows to the right of the workspace name.

  2. You see a list of pinned workspaces to which you have access. Scroll and select the one you want from the list. If you do not see the workspace you want from the pinned list:
    • If you are not an LX Design Studio admin, select View all workspaces. You see a list of all workspaces to which you have access. Scroll the list and select the one you want. If you have more than 20 workspaces, you can search for the one you want.
    • If you are an LX Design Studio admin, select Manage workspaces. From the Admin dashboard that displays, you can scroll the list and select the one you want or use the Search bar to find it.

Create a workspace

To create a workspace:

  1. From the left navigation bar, open the workspaces dropdown and select Create workspace.
  2. Give your workspace a name and select Create.
  3. Add members of your organization as collaborators in that workspace. Use the dropdown to choose whether those users are editors or viewers.
  4. Select Send invite to notify users that they have been added to the workspace.

If you are an administrator in LX Design Studio, you can also create a workspace as follows:

  1. From your profile dropdown, select Admin dashboard.
  2. Switch to the Workspaces tab.
  3. Select Create workspace.
  4. Give your workspace a name and select Create.
  5. Add members of your organization as collaborators in that workspace. Use the dropdown to choose whether those users are editors or viewers.
  6. Select Send invite to notify users that they have been added to the workspace.

Pin a workspace

Pinning a workspace makes it easy to locate and quickly access.

To add a workspace to your favorite or pinned list:

  1. From the left navigation bar, select the workspace dropdown.
  2. If you are not an admin, select View all workspaces. If you are an admin of LX Design Studio, select Manage workspaces.
  3. Locate the workspace you wish to add to your list.
  4. Select the Pin icon. The workspace now shows in your Pinned list.

To remove a workspace from your Pinned list:

  1. From the left navigation bar, select the workspace dropdown.
  2. Locate the workspace you wish to unpin.
  3. Select the Pin icon to unselect it. The workspace is removed from your favorite or pinned list.

Manage members of a workspace

If you are the owner of a workspace, you have the ability to manage its members. You can add or remove members and change their privileges in that workspace. Viewers and editors cannot see or manage members of a workspace.

All owners can manage members for the selected workspace by selecting the Manage members option from Show options menu. If you are an admin of LX Design Studio, you can also manage your members from the Admin Dashboard.

To add a new member to a workspace:

  1. From the workspace drop down menu, switch to the workspace where you want to add members.
  2. From theShow options menu , select Manage members
  3. Choose the role privilege you would like the new member to have in the workspace, either Viewer, Editor, or Owner.
  4. Start typing the name of the member(s) you want to add. Select the desired user from the list. If you are an owner of a platform audience, you can also choose to add an audience to the workspace. An audience is a group of users defined in the platform.
  5. Select Send Invite. The new member(s) is notified that they have been added to your workspace.

To change the privileges or remove a member from your workspace:

  1. From the workspace drop down menu, switch to the workspace in which you want to edit members.
  2. From the Show options menu , select Manage members.
  3. Locate the member who's privileges you want to change.
  4. From the dropdown, select a new role, either Viewer, Editor, or Owner, or select Remove member.
  5. Confirm your change.

Delete a workspace

If you are the owner of a workspace, you may delete it. In order to delete a workspace, you must first remove all projects it contains.

To delete a workspace:

  1. From the workspace drop down menu, switch to the workspace that you want to delete
  2. From the Show options menu , select Delete.
  3. Confirm by selecting Delete workspace.

If you are an admin of LX Design Studio, you can also delete workspaces from the Admin dashboard.

Rename a workspace

If you are the owner of a workspace, you may rename it.

To rename a workspace:

  1. From the workspace drop down menu, switch to the workspace that you want to rename.
  2. From the Show options menu , select Rename.
  3. Give your workspace a new name.
  4. Select Rename.

If you are an admin of LX Design Studio, you can also rename workspaces from the Admin dashboard.