Workspaces

A workspace groups diagrams and the people who work on them, for example one per domain: Claims, Policies, Payments. Each person has a role in each workspace. Owners and workspace administrators create, rename and archive workspaces in the organisation's console.

Before you start

• You are an owner or a workspace administrator of the organisation. A workspace owner manages the people of their own workspace.
• Decide how to split. One workspace per domain or per team keeps roles simple; a diagram lives in one workspace.

Create a workspace for a team

1. Open the workspaces

   In the account menu, choose Organisation…, then Workspaces.

2. Name it

   Select New workspace, fill in Name of the workspace, for example Payments, then Create the workspace.

   iyedy says The workspace Payments is created. It shows in the list with its diagrams, its members and your role.
3. Choose its default role

   In the Default role column, choose the role every member of the organisation gets in this workspace, or None to open it only to the people you add. Guests and auditors never get it.

4. Add its people

   From the workspace's row, choose People of the workspace… and give each person their role. See Roles and permissions.

Rename, archive, restore

• Rename… changes the name everyone sees.
• Archive…: Its diagrams stay; the workspace becomes read and export only. An administrator can restore it.
• Show the archived workspaces lists them again; Restore brings one back.
• Title block of the workspace… sets what the title block of its diagrams prints when they have no value of their own. See The title block.

Your own diagrams stay outside

Your personal diagrams are outside Claims Architecture. My diagrams is never a workspace of the organisation: its rules, its audit log and its review do not apply there. To bring a diagram in, use Copy or move to… from its row in the Library; it arrives as a Draft. See Create an organisation.

If it doesn't work

More cases: Organisation troubleshooting.