Create Workspace

Roles: Editor, Reviewer, Admin Plans: Starter, Pro, Advanced, Enterprise

About This Task

Create a workspace with yourself as a user with the Admin role. This is necessary for you and your team to collaborate in the EnduraDocs Manager. Once created, you can add more people to your workspace to collaborate on managing products, revisions, and Documentation Portals. In the EnduraDocs Manager, workspaces are the upmost organizational element of the EnduraDocs Manager. They are designed to be company-specific and have their own access restrictions and user management. Only users that are registered in your workspace can access it and work there according to the permissions of their user role. All workspaces contain a Product Explorer, where you can manage your products, and an Admin Panel. If your payment plan includes Documentation Portals, it also has a Portal Explorer, where you can manage them.

Workspace Settings

The workspace settings describe the workspace in the EnduraDocs Manager and towards the operating personnel.
Name
Serves as the main identifier of the workspace in the EnduraDocs Manager. Since the workspace represents your company, the company name might be suitable. The workspace name is used in the EnduraDocs Manager and the links to products or Documentation Portals.
Payment Plan
The payment plan defines which features of the EnduraDocs Software are available to you in this workspace.
Description
Serves as additional information about the workspace for the users. This attribute is only used in the EnduraDocs Manager.
Postcode
The postal code of your company's headquarters.
Company Size
The approximate size of your company.
Logo
Is shown on the workspace card on the Workspace Explorer. Since the workspace represents your company, your logo would be suitable. The logo is only used in the EnduraDocs Manager and is not visible to the operating personnel reading your documentation files in the EnduraDocs Viewer or Documentation Portal.
Icon
Is shown in the workspace changer and the browser tab. The icon is only used in the EnduraDocs Manager and is not visible to the operating personnel reading your documentation files in the EnduraDocs Viewer or Documentation Portal.

Instructions

  1. Arrow pointing to the right. Open the workspace changer and select "+ Workspace".
    Check mark. The workspace creation opens.
  2. Enter your company name.
    Your company name will be used as workspace name. You can change the workspace name at any time in the workspace settings.
  3. Enter your company details (postal code and size).
  4. Arrow pointing to the right. Upload a PNG or JPG file to be used as workspace logo.
    Check mark. The image cropper opens.
  5. Arrow pointing to the right. Crop the image if necessary. Then click "Accept".
    Info icon. Your side ratio is fixed. If you omit cropping, the image is clipped in the UI.
    Check mark. The image is uploaded.
  6. Arrow pointing to the right. Upload a PNG or JPG file to be used as workspace icon.
    Check mark. The image cropper opens.
  7. Arrow pointing to the right. Crop the image if necessary. Then click "Accept".
    Info icon. Your side ratio is fixed. If you omit cropping, the image is clipped in the UI.
    Check mark. The image is uploaded.
  8. Click "Create Workspace".
    You are forwarded to select your payment plan.
  9. Select a payment plan. Then enter the details of your company credit card.
  10. Click "Confirm".
    Your workspace is created. This can take a few minutes.
The newly created workspace opens automatically. You can now start creating products or adding more users to the workspace.