Getting the most out of �鶹��’s new Workspaces

Our new Workspace design is packed with features that make collaboration feel even more seamless.

It’s our mission to make map-making easy for pros and everyone they work with. Powerful mapping capabilities with seamless collaboration is always our goal, and that's why we designed �鶹�� workspaces to be configurable to your workflow, and intuitive to navigate for the whole team.

Here’s how to set up your �鶹�� workspace to maximize your team’s experience in with �鶹��.

Set up your Workspace

The �鶹�� Workspace is the main place where all maps and data live, and for this reason, it’s most common for company’s to have one workspace where they manage all their members. Here is how a typical setup looks like:

Admins manage member permissions, data storage and billing at the workspace level
Members can navigate and access all maps and data layers available to them in the workspace

After getting your initial workspace up, you’ll want to create an organizational structure that best matches how you work using projects & folders.

Align Projects & Folders with your workflows for seamless collaboration

Organize your workspace into projects to make it easy for your members to navigate. By grouping maps into projects and folders, members can more easily find what they are looking for when they log into their homepage for the first time. You’ll want to set up your projects in a way that best align with your company’s workflows, such as:

Team-based work: if your workflow involves creating maps to share with different internal teams, you might set up a project for each team and use folders to group map types. This way, each team can easily find the maps that are meant for them.
Account-based work: if your workflow involves creating maps to share with external stakeholders, like consulting or sales, you may choose to set up a project for each account you’re working with, and use folders to group each initiative. This way, maps are organized based on the accounts they are relevant to.

Projects introduce an added level of permissioning — they can be made private, providing key benefits to certain workflows:

Team-based: make projects private so only a particular set of team members have access to them.
Account-based: for account-based workflows, like consulting projects or sales demos, add external collaborators to projects instead of your entire workspace. This allows them to see all the maps relevant to your ongoing work together, but not across your internal organization.

You can see who has access to a project easily in the share menu. Additionally, you can share projects with a link, or add members directly.

Working with drafts and publishing to projects

Drafts are maps that are private to you and have not yet been shared with the workspace. Drafts are where to get started on a new idea that is not ready for prime time, or does not need to be discoverable to your team. You can still collaborate on drafts — add collaborators directly to the map or share a link to the map with your colleagues.

When your draft is ready to share with your team, you can move it to a project where it can be seen by other members of your workspace.

Distribute data quickly with the Workspace Library

Set up your to ensure your team has access to the authoritative datasets they need to get their work done. The layer library is accessible to every member in your workspace via the toolbar and contains standard reference layers, like administrative boundaries, streets, and points of interest right out of the box.

Filtering and sorting maps

As more maps are added to the workspace, the ability to search and sort them quickly becomes increasingly critical. Skim through recently viewed maps with the “Recents” tab on your homepage, or filter to only your recent maps or recent maps you viewed in your workspace.

In projects or drafts, you can also apply filters that allow you to quickly navigate to what you’re looking for:

Set as grid or list - grid view enables searching by site, whereas list view is great if you know the title of the map you’re looking for.
Sort by - you can sort maps by recently modified, date created, last viewed, name, or author.
Order - go way back in time by selecting ascending order or start with the most recent with descending order.

These sorting options are available at the project level as well, to help you find just the map you’re looking for.

Getting your team on board

Once you’ve set up the structure of your projects, it’s time to get your team on board. Add members via email in Workspace settings, and set their permissions to viewer or editor. These new users will arrive in the intuitive and easily navigable workspace you’ve prepared for them.