This article explains how to create workspaces and assign members to them. Workspaces serve to separate entities in the system. These entities include tests, training courses, users, user groups, and question categories.

Organizations typically use workspaces that must divide department-specific tests and training courses but also have globally accessible tests.

Example 1 – An organization with multiple departments. The HR department workspace can have onboarding training, job satisfaction surveys, and similar, and the IT department workspace can have tests related to development procedures. Still, both can have access to the cyber security test that needs to be done by everyone in the organization.

Example 2 – A testing center that works with numerous organizations, each with its branding and tests.

Creating a new workspace #

To divide users into different workspaces, you need to create them first:

1. Navigate to the Workspaces option in the side menu, then select Manage workspaces.
2. Click the Create new workspace button.
3. Enter the name of the workspace. The workspace name must be unique.
4. Enter the workspace description (optional).
5. Click the Save button to save the changes.

User organization #

There are two ways to organize users in workspaces:

1. Directly assign user accounts to the desired workspace – To be more specific, you should assign global roles to user accounts during their creation and then assign each user to a workspace with their desired workspace role assigned.
2. Grant users access to the workspace based on their role – To be more specific, map global and workspace roles so that users with the selected global role are automatically assigned the appropriate workspace role in that workspace.

Both of these user organization methods will be explained in more detail below.

Direct assignment of user accounts to the desired workspace #

Simplified, these would be the steps:

1. Create workspaces (already explained above).
2. Create global roles.
3. Creating user accounts with the global role assigned.
4. Create workspace roles.
5. Assigned users to the desired workspaces with the workspace role assigned.

A more detailed explanation of each step will be presented below.

Creating global roles #

The first step in organizing a workspace is to create global roles assigned to users during account creation. Global roles should include all permissions not specific to workspace entities, such as users, user groups, tests, surveys, training courses, and question categories. In addition, global roles should provide access to pages relevant to workspace entities.

Specifically, you should enable access to different application parts and later define workspace privileges in the workspace role. This ensures that users can manage workspace entities only in the workspaces where they are members rather than in all workspaces created in the system.

In this example, how to create a global workspace admin role will be explained first. For this role, we suggest enabling the permissions shown in the picture below:

For more information about creating user roles, please check this article.

Creating user accounts #

For more information about creating a user account, please check this article.

Note: You should assign the user a previously created global role, which will only access the defined application parts.

Creating workspace roles #

Workspace roles permit users to access workspace entities such as tests, question pools, question categories, training courses, users, and user groups. These roles are related uniquely to workspaces and will allow users to do the actions only within their workspace and according to their role permissions. 

To create a workspace role:

1. Navigate to the Workspaces section in the main menu, then select Manage workspace roles.
2. Click the Create new button.
   
3. Enter a role name.
4. Choose the desired permissions. In this example, all permissions should be selected for the workspace admin role.
   
5. Click the Save button.
   

Assigning users to the workspace one by one #

To assign users to the workspace one by one:

1. Navigate to the Workspaces option in the side menu, then select Manage workspaces.
2. Click the Edit option within the Actions option for the desired workspace to which you want to add users.
   
3. Navigate to the Members tab.
4. Click the Assign users to workspace button.
5. Select the desired workspace role. Chosen users will receive permissions for the selected workspace role.
6. Select the desired users you want to assign to the workspace.
7. Click the Confirm button.

Grant users access to the workspace based on their role #

Another way to assign users to specific workspaces is by granting access based on their roles. Simplified, these would be the steps:

1. Create workspaces (already explained above).
2. Create global roles.
3. Create workspace roles.
4. Map/Connect global and workspace roles so all users with the selected roles are directly assigned to the desired workspaces.

A more detailed explanation of each step will be presented below.

Creating global roles #

The first step of the workspace organization is to create global roles. Global roles are assigned to users when creating an account, and these roles can later be mapped/connected to workspace roles to assign appropriate permissions within a specific workspace.

For more information on creating global roles, please check the explanation above.

Creating workspace roles #

Workspace roles permit users to access workspace entities such as tests, question pools, question categories, training courses, users, and user groups. These roles are related uniquely to workspaces. Only users with workspace membership can be assigned workspace roles.

For more information on creating workspace roles, please check the explanation above.

Mapping global and workspace roles #

Once you have created all desired roles, you can map them on the workspace level:

1. Navigate to the Membership rules tab.
2. Click the Create new membership role button.
3. Select the desired global role to map to the workspace role.
4. Select the desired workspace role to which you will map the global role.
5. Click the Save button.

In this example, all users with the Administrator global role will become workspace members with the Test Center Admin workspace role. For this specific role and example, this means these users will have all permissions to manage everything within their workspace.

Filtering workspace members #

The table below shows the list of all members assigned to this workspace, along with their respective roles. To assign users directly to the workspace without setting membership rules, click the Add users to workspace button. You can filter workspace members to show all or only those added manually.

With filter:

Without filter:

Note: The filter is enabled by default.

Workspace editing #

Click the Actions option within the Manage workspaces tab to edit the desired workspace.

Once you select a workspace, you will be redirected to the Information tab, where you can view and change the workspace settings:

1. ID – A unique value generated automatically once the workspace is created that can be used to access the workspace with a URL.
2. Name – The name of a workspace that can be changed at anytime.
3. Description – An optional field where additional information can be added.
4. Theme – Select one of the previously created themes that will be applied to members that set the workspace as current.
5. Created by – This field displays the workspace creator’s username. By clicking the username, you will see information about the user.
6. Creation date – This field displays the date when the workspace was created.
7. Logo – Click the Add logo button to change the default application logo, and members will see that logo when setting that workspace as current.
8. Favicon – Click the Add favicon button to change the default application favicon, and members will see that logo when setting that workspace as current.

Removing the workspace membership rule #

To manage membership in the desired workspace, access the desired workspace first and navigate to the Membership rule tab. Then click the Delete option.

This way, all members who have removed their roles will be removed from the workspace.

Removing directly assigned members #

Under the Members tab, you can view the list of all workspace members, locally assigned and inherited. The inherited members are automatically assigned to a workspace when a membership linked to their role is created. In contrast, the local members are assigned individually from the list of all users.

The table of workspace users can be filtered to display the following:

1. All members – Display all members of the workspace.
2. Directly assigned users – Display all directly assigned members and actions for their management.

To remove the workspace members:

1. Select the Members tab.
2. Select the members you wish to remove.
3. Click the Remove selected button.
4. Click the Yes button to confirm the action.

Adding training courses, surveys, or tests to a workspace #

Training courses, surveys, and tests can be added to different workspaces. These entities are visible and accessible only to the managers and members of the chosen workspace. To add a workspace to the desired training course, survey, or test, select it from the Workspace section in the Information tab of the desired entity.

These entities can be reassigned to a different workspace at any time. Available workspaces that can be assigned depend on the user’s permissions.

Report on Workspace Activities #

In this section, we will explain how to use the report on workspace activities to track and analyze the usage of resources within each workspace. The report provides insights into the number of various entities within each workspace.

The report on workspace activities allows super administrators to access and compare individual reports for each workspace. This report provides information on the following:

• The number of tests, surveys, training courses, user groups, question categories, and test pools within each workspace.

To access this report, navigate to the Reporting/Predefined reports tabon the left-hand menu and select Workspace reports.

Open the report titled Count of entities per workspace.

The report displays the number of various entities within that workspace, providing you with a clear overview of its content.

1. This report shows each Workspace’s name and description. Additionally, it shows the number of test attempts, tests, surveys, training courses, user group groups, and more.
2. Furthermore, this report allows you to filter and display workspace statistics within the desired time range.
3. You can also schedule the report to be generated automatically. For more instructions on how to schedule the sending of reports, please refer to this article.

Global admin vs. Workspace admin view #

When accessing the application, the workspace admin (with the permissions shown above) will see the following:

1. List the users assigned to the workspace (locally assigned users or assigned based on their role).
   
2. List of tests assigned to that workspace.
   
3. List of surveys assigned to that workspace.
   
4. List of training courses assigned to that workspace.

Choosing a workspace #

To choose a workspace, you need to access your profile in YouTestMe GetCertified by clicking your avatar in the top right corner and then take the following steps:

1. Click Select one under the Current workspace dropdown field and find the workspace you can access.
   Note: The workspace administrator is responsible for predefining the roles with access to a particular workspace. If you don’t see any workspace in your profile, please contact your workspace administrator.
2. Click the Save button.

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Favicon is changed, but you don’t see it? #

Each workspace can use its theme, including different colors, logos, and favicon. Sometimes, when you opt-in to a particular workspace, you will not see these differences. To see changes:

1. After opting into a workspace, sign out from the application.
2. Enter your credentials.
3. Click the Login button.

Now you will see the logo and favicon of your workspace.