Setting Up or Creating a Workspace

Create a new workspace

To create a workspace follow these three simple steps.

1. In the Workspaces page, click ADD WORKSPACE.
2. Enter a Name and Description for your workspace.
3. Click SAVE.

Assign users to the workspace (automatic provisioning)

1. In the Company settings page, click Team members provisioning.
2. Automatically assign provisioned users with access to the new workspace by creating or editing the provisioning assignments. For more information, see Provisioning team members.

Assign existing users to the workspace (manual provisioning)

1. In the Company settings, click Team Members.
2. Update data capture and permission settings for the team members you want to have access to the new workspace.
3. If you need to move data like calls or folders, check this article: Move calls to another workspace.

Set up the new workspace

• Create or update business settings in the new workspace like permission profiles, trackers, call categories, scorecards, and custom vocabulary.
• To create new topics or change the data retention period, contact your CSM or Gong Support.