Separating data
Find out how workspaces work
Jose avatar
Written by Jose
Updated over a week ago

Workspaces allows you to have separate sets of information within the same account. For example, you can track expiration for employee certifications for the HR department, have NDA contract expiration dates for the legal department and software licenses for the IT department and have each of the three separate from each other.

Keep in mind that 'All Workspaces' is to be treated as a Read-Only workspace. Edits and renewals should be made at the specific workspace the record exists in.

Workspaces allows you to do this and following the previous example you would create a workspace for HR, one for legal and another for the IT department. Each one can work within their own workspace without having to see any of the information from the other workspaces

What data can be separated?

Data that can be separated includes:

  • Expiration Items

  • Contacts

  • Categories (these can be shared)

  • Locations (these can be shared)

  • Equipment

  • Roadmaps

  • Compliance Rules

  • Designations

  • Policies

  • Email Templates

  • Escalation Rules

  • Tags (these can be shared)

What can shared between workspaces

Data that can be shared includes:

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