Manage Workspaces

Workspaces are used to separate your accounts into specific areas for different groups of users. Team members can be restricted based on which environments they have access to. Environments allow you to create Development, Testing, and Production spaces. This allows you to migrate Forms and Apps as they are worked on.

Edit a Workspace

1. Sign in to your site

2. Click on the Environment navigation and select the Settings button
   

3. Select Workspaces in the left navigation menu
   

4. Click the three-dot icon next to a workspace
   

5. Click Edit
   

6. Edit the workspace fields, as needed:
   

   • Label: Edit the name of the workspace

   • Icon: Change the icon to represent the workspace

   • Description: A brief description of the purpose of the workspace

   • Workspace Color: The color that will appear in the platform for the background and icon

7. Click Save
   

Add an Environment to a Workspace

Note:

Environments can also be created on the Environments page under Advanced Tools.

1. Sign in to your site

2. Click on the Environment navigation and select the Settings button
   

3. Select Workspaces in the left navigation menu
   

4. Click the + (plus sign) icon next to a workspace
   

5. Fill out the new environment fields:
   

   • Name: Enter a name for the environment

   • Description: A brief description of the environment’s purpose

   • Environment URL: The URL domain suffix for the apps created in the environment

   • Notification Email Address: The email address that will be notified if there is an issue with the workspace environment.

6. Click Save
   

7. Your environment will appear in the workspaces menu and in the environment picker.