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Workspace

Types of Workspaces​

Every user when login to Holistics will have a Personal Workspace and Shared With Me section alongside with Public Workspace.

Holistics workspaces view showing Public, Shared With Me, and Personal workspaces

Public Workspace​

This is your company's shared workspace where certain accounts within your tenant/organization have access to.

Shared With Me​

Personal folders, dashboards, and reports shared with you by other users appear in this section.

Permission:

  • Non-admin user: You have view-only permission for these items.
  • Admin user: You have extra management rights. See details here.

Personal Workspace (old: Private Workspace)​

This is where you keep your own folders, dashboards, and reports for experiment. If you have specific reporting needs that are not necessary to share with your colleagues, we recommend you to create such reports in your own Personal Workspace to avoid cluttering the Public Workspace.

These items are only visible and accessible to you and Admins, until you share them with other users. However, these users (except for Admins) can only view these items, but cannot modify, add or delete them.

FAQs​

1. Are reports/dashboards and their configuration (email schedule, ...) inside Personal Workspace of my users counted as objects in my pricing plan?​

Yes.

2. Can I move any reports/dashboards/folders from Public Workspace to my Personal Workspace, and vice versa?​

At the moment we do not support copying or moving items across these two workspaces. However, this feature will be added in the future.

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