The “Active Workspace” Menu

• With the “Workspaces” feature available in your account, a drop-down menu appears in the top-right corner of the Portal. This menu allows you to select the Workspace you want to work on and manage Workspaces (creating, editing, or deleting them).
• When you select a Workspace from the drop-down menu, then
• you will only see the content items (Media, Widgets, Playlists, Layouts, Schedules) and Monitors that are placed within that Workspace, and any item that you create will be placed in the currently selected Workspace.
• Also, when creating or editing items that reference other items, like
  • Playlists referencing Media and other Playlists
  • Layouts referencing Media and Playlists
  • Schedules referencing Layouts, Media, and Playlists
  • Monitors referencing a Schedule and a Layout, Playlist or Media

• Then, in the selection area, you see all items from across Workspaces that you have, at least, “read” access to. 
• For example, if you have read/write access to Workspace “Region 1” and read-only access to Workspace “Region 2” and try to create a Playlist in Workspace
  “Region 1”, you will be able to use any Media from both Workspaces “Region 1 and 2”.
  • To find out more on assigning specific access rights to Workspaces, check out the documentation to “Roles” after you have completed reading all sections below.

Using “All”

• If you select “All,” then you will see the items (Media, Playlists, Monitors, etc.) from all Workspaces that you have at least “Read” access to.
• This is especially useful if you have access to multiple Workspaces, as it allows you to see items across Workspaces and easily find what you are looking for.
  • Note that “All” is the pre-selected option when logging in to the Portal.
• If you try to create an item while “All” is selected, then a pop-up will urge you to select a Workspace to place the new item.

The “Default Workspace”

• The “Default Workspace” is the Workspace where all your content resides when you subscribe to the “Enterprise” Plan.
  • Since the “Standard” and “Pro” Plans do not have the Workspaces feature, all content items that existed before you upgraded to the “Enterprise” Plan are placed in the “Default Workspace”. 
  • You can then move the items you want from the “Default Workspace” to the Workspaces you create later.
• The “Default Workspace” also serves another purpose;
  • Whenever you delete a Workspace, all items left in that Workspace are automatically placed in the “Default Workspace”. 
  • The same applies when you downgrade from the “Enterprise” Plan to the “Standard” or “Pro” Plans; all Workspaces are deleted, and all items in your account are placed in the “Default Workspace”.
• Keep in mind that the “Default Workspace” is just another Workspace; you can assign permissions to it and place items in it, just like you can do with any other Workspace. 
• You can’t rename or delete the Default Workspace; it is always there.

Your Workspaces

• After the “Default Workspace” entry, the Workspaces you have created follow alphabetical order.
• As an Admin, you can see all Workspaces in your account. 
• As a regular user, you might not have access to all Workspaces in your account (including the “Default Workspace”). In the drop-down menu, you only see Workspaces that you have access to. 
• If a non-Admin User has access only to a single Workspace (or no Workspace at all), they will not see the “Active Workspace” menu.

Using “Manage Workspaces …”

• The last item in the “Active Workspace” Menu is the “Manage Workspaces …” item. 
• Clicking here gets you to the Workspace Management screen, which is detailed in the following paragraph.