Overview

This guide walks you through creating and configuring a workspace in ALK. Workspaces allow you to control what different team members can see and access. You need Owner or Admin access at the organisation level to create a workspace.

Before You Start

• You must be the Entity Owner or Admin to create workspaces
• The first person to sign up for your organisation automatically becomes the Owner
• Every organisation has a default workspace created automatically — this cannot be deleted

Getting Started

1. Log in to ALK and navigate to the workspace icon - General - at the top right.

Every member of the organisation who signs up would be added to the general workspace. As the Entity Owner of the organisation, you can choose to create new workspaces.

1. Click Create Workspace and enter the following:

   • Workspace name: use a clear, descriptive name that reflects the team or project it's for (e.g. Finance Team, Reconciliation, Private Equity).
   • Select Admin: select someone within the organisation to be an admin for the particular workspace. If you would like to be the admin, select yourself.
   • Description: briefly describe what this workspace is for.

   Click Save to create the workspace.

1. Once created, decide who needs access to this workspace and at what level.

   To do this, click on your profile initials next to the workspace tab on the home page > navigate to Settings > Workspace > select ‘manage users’ for the workspace you want to configure.

   You have two workspace roles to assign:

   • Workspace Admin — for team leads who need to manage members and integrations
   • Workspace Member — for day-to-day contributors who need to upload files and run workflows

   See Understanding Roles & Access for a full breakdown before assigning roles.

2. With the workspace created, you can now invite your team. See Inviting & Managing Team Members for the full guide.

Important Notes

• Only Entity Owners and Admins can create workspaces. Workspace Admins cannot create new workspaces, they only manage the ones they've been assigned to.
• The default workspace cannot be deleted by anyone, including the Entity Owner.

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