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How to Create a Workspace and Add Members

Introduction

Workspaces are designed for multi-user environments and can isolate data from different units. They also support the selection of data retention strategies, viewing, adding, and removing workspace members.

Method/Steps

Step 1: Create a New Workspace

In the TrueWatch management console under "Workspace List," click on "Create Workspace" in the top-right corner.

In the dialog box that appears, enter the "Name," select the "Data Retention Period," "Workspace Owner," and "Workspace Administrator," then click "Confirm" to create a new workspace.

  • Workspace Owner: Has the highest operational permissions within the workspace, can designate "Administrators" and manage any configuration settings, including upgrading the workspace's paid plan or dissolving the current workspace.
  • Workspace Administrator: Manages the current workspace, can set user permissions as "Read-only Member" or "Standard Member," and has the authority to manage workspace configurations, such as accessing the paid plan and service list; performing basic settings, member management, notification targets management for the workspace; managing data collection, disabling/enabling, editing, and deleting data; does not include upgrading the workspace's paid plan or dissolving the current workspace.

Note: When creating a workspace, you may temporarily leave the workspace administrator unspecified. You can later set this in the "Workspace List" page by clicking "View Members" - "Add User."

Step 2: Add Members

Click on "View Members" to enter the corresponding workspace members page, where you can view all basic information about the members in that space.

Click "Add User" in the top-right corner, select the member and set their permissions, then click "Confirm" to add a new member to this workspace.

Note: Here you can add existing members within the system. If it is a new system member, you need to go to "Users" - "Add User" page to add them successfully before returning here to perform this operation.