How to create a workspace class

A workspace class is a template of folders, index fields, and permissions used to standardize and organize your workspaces. Administrator access is required to create a workspace class.

1. Open Vistapoint Configuration under Start > Configuration.
2. Click on Workspace Classes.
3. Click Add.
4. Add a name and description.
5. To edit the folder structure, click Edit Folders. Edit the default folders in the folder tree. Click the Edit Folders button again to save the folder structure.
6. To add index fields, click the Index Fields tab. Select index fields from the right panel. Click Copy. Order the index fields to display in the left panel.
7. To edit permissions, click the Permissions tab. Select a user or group from the left panel. Select which permissions to give in the middle Roles panel. Select a different group or user to update the Selected Roles panel. Warning: These are global roles for workspaces of this class. If you don’t want to assign global roles for this class, you can leave these empty and assign permissions later when you create a workspace from this class.
8. Click Save.