Workspace

This page explains how to manage workspaces in Waterflai. Workspaces allow you to organize your projects and control access to resources within your organization.

Creating a Workspace

To create a new workspace:

1. Click on the workspace selector in the header.

2. Select "Create New Workspace" from the dropdown.

3. In the Workspace Modal:

   • Enter a name for your new workspace.

   • Click "Create" to finalize the workspace creation.

Editing a Workspace

To edit an existing workspace:

1. Select the workspace you want to edit from the workspace selector.

2. Click on the workspace settings or edit icon.

3. In the Workspace Modal:

   • Modify the workspace name as needed.

   • Click "Update" to save your changes.

Managing Workspace Members

Viewing Workspace Members

To view and manage the members of a workspace:

1. Select the desired workspace from the workspace selector.

2. Navigate to the workspace settings or members section.

3. Open the Workspace Members Modal to see a list of current members.

Inviting Members to a Workspace

To invite new members to your workspace:

1. In the Workspace Members Modal, click "Invite Member" or a similar option.

2. In the Workspace Invite Modal:

   • Select the user you want to invite from the dropdown or search for them.

   • Choose the appropriate role for the new member.

   • Click "Invite" to send the invitation.

Changing Member Roles

To change a member's role within a workspace:

1. In the Workspace Members Modal, find the member whose role you want to change.

2. Use the role dropdown to select a new role for the member.

3. Click the checkmark icon to apply the change.

Removing Members from a Workspace

To remove a member from your workspace:

1. In the Workspace Members Modal, locate the member you want to remove.

2. Click the trash icon next to their name.

3. Confirm the removal in the deletion confirmation dialog.

Workspace Roles

Waterflai supports different roles within a workspace to manage access and permissions:

• Workspace Admin: Full control over the workspace

• Workspace Creator: Can create and manage most resources within the workspace

• Workspace User: Basic access to use features within the workspace

Refer to the "Security and Permissions" documentation for detailed information on the permissions associated with each role.

Best Practices

1. Naming Convention: Use clear, descriptive names for your workspaces to easily identify their purpose or associated projects.

2. Regular Review: Periodically review your workspace members and their roles to ensure appropriate access.

3. Role Assignment: Assign the least privileged role necessary for each member to maintain security.

4. Workspace Organization: Use separate workspaces for different projects or teams to maintain clear boundaries and simplify resource management.

By following these instructions and best practices, you can effectively manage workspaces in Waterflai, ensuring proper organization and security for your projects and teams.