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Workspaces (Projects)

How to create a workspace.

IN THIS ARTICLE

Organize your data with workspaces. Share devices, dashboards, graphs, and data with users outside your organization.

Projects are now called Workspaces.

Steps

  • Click the building dropdown and then select Create New Workspace.
    • Enter a name for the workspace.
    • Select data sources (devices) to include in the workspace.
    • Select a timeframe to limit the data that is included in the workspace.
    • Click Finish
  • Members:
    • While in the context of the workspace, click Setup, and then Members.
  • Units:
    • By default, workspace units are inherited from the organization.
    • While in the context of the workspace click Setup, and then Units.

For detailed instructions, continue reading.

Detailed Steps

New

From any of the following pages; Dashboards, Explorer, Data, or Devices select the context dropdown and select Create New Workspace.

Name

Enter a Workspace name.

Sources

Select the Data sources (i.e., devices) to include in the workspace. You can also skip this step.

Timeframe

Optional: Enter the Start date and End date for the workspace timeframe.

Select Finish to create the workspace.

Members
  • Add members to your workspace:
    • While in the context of the workspace click Setup, and then Members.

Units

By default, workspace units are inherited from the organization.

  • Set units for the workspace:
    • While in the context of the workspace click Setup, and then Units.

How-To-Video

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