Managing Workspaces Admin

Workspaces control what sections of Nucleus are visible to a group of users. Each workspace can have its own set of enabled features and members.

Creating a Workspace

1. Go to Settings in the sidebar.
2. Click the Workspaces tab.
3. Click New Workspace.
4. Enter a name (e.g., “Sales Team”, “Analytics”, “Executive View”).
5. Toggle the sections you want enabled for this workspace.
6. Click Create.

Section Toggles

Each workspace can enable or disable the following sections:

Editing a Workspace

1. Open Settings > Workspaces.
2. Click on the workspace you want to edit.
3. Change the name or toggle sections on/off.
4. Click Save.

Managing Members

To add users to a workspace:

1. Open the workspace settings.
2. In the Members section, click Add Member.
3. Select the user from the dropdown.
4. Click Add.

To remove a user, click the Remove button next to their name. They lose access to this workspace immediately but remain in the organization.

Deleting a Workspace

1. Open the workspace settings.
2. Scroll to the bottom and click Delete Workspace.
3. Confirm the deletion.