Workspaces in Dashpivot are separate environments used to manage teams, projects, data, and settings. Creating a new workspace allows eligible teams to manage multiple Dashpivot workspaces that are linked to the same Sitemate Start account.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan type: Dashpivot plans other than the Standard Dashpivot plan
Permissions: Org Controller
Access to Dashpivot Web via a browser
Step-by-Step Instructions
Sign in to Dashpivot Web.
In the top-left corner, select Switch workspace.
Review the list of workspaces you currently have access to.
Select Create workspace.
This option is only available to users with Org Controller permissions.
Enter the workspace name.
You will see a message confirming the new workspace will be linked to the same Sitemate Start account.
Select Create workspace to continue.
(Optional) Upload a logo for the workspace.
The logo appears on forms and in the top-left corner of the workspace.
(Optional) Select a brand colour.
Logo file requirements are shown on screen.
These settings can be updated later.
Select the industry and role that best describe your company.
This helps tailor template and feature recommendations.
Select Next.
Notes
Creating a new workspace is not available on the Standard Dashpivot plan.
New workspaces are linked to the same Sitemate Start account.
You are automatically added as an Org Controller for the new workspace.