Managing Workspaces

This article explains the basic setting of Workspaces in Mercanis.

Navigate to workspaces 

Click on Settings >> Administrative >> Workspaces

Note: The General workspace automatically includes all users in your organization and serves as the default space for organization-wide projects. 

Managing Workspace Membership

The members of a workspace can be edited in one of two ways, depending on whether the workspace is set to public or private:

• Public: Public workspaces can be joined by users with the corresponding permission. Additionally, users can also be added by workspaces owners or platform admins.

• Private: Users can only be added by workspace or platform admins. 

Editing a Workspace

To modify an existing workspace:

1. Click on the workspace you want to edit
2. In the appearing drawer, click the pencil icon
3. Update any of the workspaces information (e.g., name, public/private, description)
4. Click "Update Workspace" to save your changes

Deleting a Workspace

To remove a workspace that's no longer needed:

1. Click on the workspace you want to edit
2. Click the trash bin icon on the workspace card
3. Confirm the deletion when prompted

Please note that workspaces can only be deleted if all users have left the workspace and no events have been assigned to it. The General Workspace cannot be deleted.

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.