Copying a Workspace to Users, Teams, and Roles

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Permissions Required

Copy Workspace - Copying Workspaces to other Users.

You can copy one or more Workspaces to other Users. Users to whom the Workspace is copied become the owner of their copy of the Workspace.

To Copy a Workspace

1.  From the Edit menu, select Workspaces.

The Workspace Manager is displayed.

2.  Select the required Workspaces, and click Copy to.

The Copy Workspace(s) to dialog box is displayed.

3.  Copy the Workspaces to Users, Teams, or Roles.

Click Select All to select all the Users listed in the dialog box, and Clear All to clear the selection.

4.  If you are copying a single Workspace, and want to set it as the default for the selected Users, Teams, or Roles, select Set this Workspace as default for selected Users.

5.  To copy related Workspaces to the selected Users, Teams, or Roles, select Copy related Workspaces.

6.  To copy the Filters created in the Workspaces you are copying to the selected Users, Teams, or Roles, select Copy all Filters associated with the Workspaces.

7.  Click OK.

Note 

•   When you copy a Workspace in which a predefined Workspace is specified as a related Workspace, the related Workspace cannot be viewed by the User to whom the Workspace is being copied.

•   When a new User is added to a Team or Role to which you have copied a Workspace, you must manually copy the Workspace to the new User.

•   If you modify or delete a Workspace you have copied to other Users, the changes are reflected in your Workspace only. The other Users to whom the Workspace is copied will have access to their copies of the original Workspace.

•   If you want to copy a Workspace, and the Filters associated with it, you must have both the Copy Filters to other Users and Copy Workspace Permissions.

•   You cannot copy predefined Workspaces to other Users.