HolonIQ is built for teams to power decisions that matter and everything we do on platform is within the context of a Workspace. When you log in to the HolonIQ Platform, you are already within your team Workspace, with other members of your organization who are also using the platform.
What is a Workspace?
A Workspace is a shared environment within the HolonIQ platform where members of your team can collaborate on projects, manage data, and track important decisions.
Why would I use different Workspaces?
There are three main use cases for workspaces:
Build Lists Together
Build and Share Dashboards
Streamline Team Workflow
1. Build Lists Together
You can collaboratively create and manage lists, such as lists of organizations or key data points. Workspaces allow you to control who can view and edit these lists:
Private Lists: Keep your lists visible only to you.
Team Lists: Make lists visible to everyone in your Workspace for shared access and editing.
2. Build and Share Dashboards
Dashboards are a powerful way to visualize and track your key metrics. When you create a dashboard, you can choose to share it with your team in the Workspace. You can also take advantage of these features:
Publish to Workspace: Publish a dashboard so that your team can access it.
Clone Dashboards: Team members can clone the dashboard to customize it for their own needs.
Set Default Dashboards: You can set specific dashboards as the default view for your team, streamlining access to important data.
3. Streamline Team Workflow
Workspaces help your team stay organized and manage workflows in a cohesive way. A few examples include:
Market Maps: Teams can build and share their own market maps, which might include different segments or groups of organizations.
Collaborative Segmentation: Within your team, members can contribute to segmenting lists and other data, ensuring everyone is aligned and contributing.
HolonIQ Workspaces are designed to help your team collaborate, share insights, and manage data more effectively. Whether you're building lists, sharing dashboards, or organizing workflows, the platform provides the flexibility to customize your workspace according to your team’s needs. Explore the Workspace settings today and start working together more efficiently!
Workspace Settings
Accessing Your Workspace
To access your Workspace settings and view other workspaces you’re part of, look for the Workspace Settings option in the top-left menu bar of the platform.
From here, you can see which members are part of your Workspace and manage your access to different workspaces across your account.
Can I create multiple Workspaces?
An account can have multiple workspaces, allowing users to organize projects by team or department. For instance, you might create a new workspace for a specific project or to keep teams from different departments separate. To add a new workspace to your account, simply click the + Workspace button in your Workspace settings.
Can I delete a workspace?
Yes, you can delete a Workspace in HolonIQ, but please note that this action is permanent and cannot be undone. Deleting a Workspace removes all associated data, including lists, dashboards, and other team resources within that Workspace. Only account admins or users with appropriate permissions can delete Workspaces. To delete a Workspace:
Go to the Workspace Settings in the top-left menu bar.
Select the Workspace you wish to delete.
In the Workspace settings, look for the Delete Workspace option.
Confirm your decision when prompted.
Be sure to double-check that you no longer need any data in the Workspace before deleting it. If you're unsure, consider archiving important data or sharing it with your team before proceeding.