To create a new Workspace, simply navigate to Pages-->Manage Workspaces and click the "Add New Workspace Page" button
From here, you will have a form with several fields to fill out:
Allow all logged-in Prospects/Clients to access this Page
Checking this box will automatically give access to this Workspace to all of your Clients and Prospects in your environment. This includes any existing Clients and Prospects, as well as any Clients and Prospects that you create in the future. Checking this box will also automatically hide the individual "Assign Users" and "Assign Circles" fields.
Use this field to assign desired users to the Workspace. Users who are defined as either Clients or Prospects can be assigned here.
Use this field to assign desired Circles to the Workspace. You can also optionally use the + button next to the field to quickly create a new Circle, if you don’t already have one created that you need.
Allow all logged-in Staff users to access this Page
Checking this box will automatically give access to this Workspace to all of your "internal staff" users, including Managers, Teammates, and Salepersons. This includes any existing staff users, as well as any staff users that you create in the future. Checking this box will also automatically hide the individual "Assign Staff" field. All Admins have automatic access to all created Workspaces, and there is no need to assign them individually.
Use this field to assign the Workspace to a Category. You can also optionally use the + button next to the field to quickly create a new Category if you don’t already have one created that you need. From the assigned user side of things, the assigned Category will serve as the title for the first level menu navigation tab. The assigned users will see this choice in their navigation under "Workspaces"
Use this field to define the main title for the Workspace. This title will appear in several places, such as in the Workspace admin table, as well as at the top of the page when any assigned user is viewing the Workspace.
Use this field to define the menu title for the Workspace. This is the title that will be used to link the Workspace inside the dropdown menu that displays for assigned userswhen they hover over the main “Workspace” top menu item. Generally, you will want to keep the Menu Title short (just a few words), so it will look nice in the menu.
Use this field to add your desired page content for the Workspace. Basic text can be entered, or you can copy/paste more complex content from other sources. Additionally, you have the option to create the content entirely using HTML, by clicking the “Source” button in the left corner of the editor toolbar.
When the Workspace is created and assigned the way you like, just click “Save” . Assigned users will be notified via email about the new Workspace, and they will be able to login to view and edit it immediately.