Create a Workspace

This article explains how to create new workspaces in Mercanis

To create a Workspace 

1. Navigate to Settings >> Administrative >> Workspaces
2. Click on "Add new Workspace"
3. Fill out the necessary information
   • Name: Enter a descriptive name for your workspace
   • Description: Provide context about the workspace's purpose
   • Sharing Options: Choose the appropriate visibility level:
     • Public: The workspace can be joined by users with the respective permission on their own
     • Private: Only workspace or platform admins can add/remove users to/from this workspace
   • Add Members: Click to add specific users from the dropdown list
4. Click "Create Workspace" to finalize the setup 

The new workspace is now available and can be selected when creating or managing sourcing events

Refer to this article for information on how to maintain your workspace structure: Managing Workspaces

Need additional help?

If you encounter any issues or need help with Mercanis, please submit a ticket for our support team or get in touch with your Customer Success Manager.