Introduction

Quick Start

Applications

Tables

User Management

App Creation

Preparing for CafeX

Getting you going with CafeX

Reporting

Integrating CafeX

Auditing

CafeX Virtual Storage Bucket

Managing CafeX

Workspace Creation

Using CafeX meetings

Using CafeX Conversations

Workspace Creation

How to create a Workspace

Modified on Wed, 08 Feb 2023 at 09:34 AM

  1. Upon logging in successfully, you will be taken to the Apps screen where a list of all the created apps is displayed.

  2. To select an app, simply click on its name.

Figure 1 Apps

  1. From the app details screen, click the button located in the bottom-left corner.

Figure 2 Create a Workspace

  1. The Create Workspace popup will open.

  2. In the Name field, enter a name for the workspace.

Figure 3 Name

  1. In the Topic field, enter the topic for the workspace.

Figure 4 Topic

  1. In the Description field, enter a brief description of the workspace 

Figure 5 Description

  1. Using the Template dropdown, select the template for the workspace 

Figure 6 Template

  1. The Add People to this Workspace field allows you to add users to the workspace. The users you have added will appear here.

Figure 7 Add People to this Workspace

  1. To make this workspace private, enable the Private toggle.

Figure 8 Private

  1. Once you have filled in all the required fields, click the button to create the workspace.

Figure 9 Create Now

  1. Creating the workspace using the  button will display the new workspace, along with its associated components.

Figure 10 Created Workspace

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