How to create a workspace

Creating a workspace is essential to using the other resources of Wikimee, such as initiatives and demands. Discover below how to create your workspace and customize it

Availability - Free Plan - Basic Plan - Pro Plan - Enterprise Plan

Topics

Overview

Workspaces can be created on an account according to the contracted plan. Therefore, if your Wikimee account reaches a limit of workspaces, consider upgrading your plan.

After creation, you can add people, teams, files, and create your related initiatives and demands in your new workspace.

Creating a new workspace

To create a workspace:

  • Access Workspaces through the Wikimee navigation menu.
  • Click on the Add Workspace button.

Setting up the new workspace: Step 1 - General data 

  • Enter the name of the workspace.
  • If you are a manager of multiple accounts, select the desired account.
  • Define the type of your workspace:
    • Private - only account members can join the workspace.
    • Public - anyone can join the workspace.
  • Click on the Continue button.

Setting up the new workspace: Step 2 - Customization

  • Add a profile picture and a cover picture.
  • Select the workspace theme color.
  • Click on the Continue button.

Setting up the new workspace: Step 3 - People

  • Enter the name or email of the people or teams that will have access to the workspace.
  • In the selector located next to the add field, define the user's access permission:
    • Editor - User or team with default access.
    • Manager - User or team with permission to access workspace management settings.
    • Viewer - User or team only has permission to view the workspace.
  • Click the Add button to complete adding the person or team.
  • Click on the New workspace button to finalize the creation.

See also