Add Or Edit a Workspace

Workspaces are added and edited in Intelligent Advisor Hub by the Permissions administrator. Default channels are specified for each workspace and Permissions administrators can prevent channels on existing deployments from being changed. Users and API Clients are assigned to roles in each workspace. New and upgraded Intelligent Advisor Hub sites start with a single "Default Collection" that can be renamed and edited as required.

Add a new workspace

To add a new workspace:

  1. In Intelligent Advisor Hub, navigate to the Permissions Page.
  2. Select the Workspaces tab.
  3. Click Create. This will display the New workspace page.
  4. In the WORKSPACE SETTINGS section, specify:
    1. A name for the workspace.
    2. A description of the workspace.
    3. The channels to activate for new deployments in the workspace. (Note that the Web services - Interview channel is only used for the deprecated interview web service, and requires Web Service - Interview compatibility mode to be turned on in the Policy Modeling project.)
    4. (Optional) Whether channels for existing deployments should be locked.
      • Select this option to lock channels for a workspace if no others should ever be used.
      • Deselect this option to allow Managers to change channels for the deployment
    5. (Optional) An interview authorization provider. For more information, see Use Identity Cloud Service to Provide Authorization for Interviews.
  5. In the PERMISSIONS section, select the roles each user and API client should have for the workspace:
    • The options for users are: Viewer, Author and Manager
    • The options for API Clients are: Viewer, Author, Manager, Assessment APIs and Interview APIs

    The Workspace settings page in Intelligent Advisor Hub with roles assigned for each user

  6. Click Apply to add the new workspace. The newly added workspace now appears on the Workspaces tab.

Tip: For more information about what each role has permission to do, see User Roles. Users will need to log off and log on again for any new permissions to take effect.

Edit a workspace

To change the settings for a workspace:

  1. In Intelligent Advisor Hub, navigate to the Permissions Page.
  2. Select the Workspaces tab.
  3. Click the workspace name.
  4. On the workspace details page, change the settings as required.
  5. Click Apply.

Note: Users will need to log off and log on again for any new permissions to take effect.

Delete a workspace

To delete a workspace:

  1. In Intelligent Advisor Hub, navigate to the Permissions Page.
  2. Select the Workspaces tab.
  3. Click the workspace name.
  4. In the Actions menu, select Delete workspace. You will be advised that deleting the workspace will remove any associations with users and connections.
  5. Click Delete.