A workspace is home for various tools you can leverage on Capcade, these include a summary, data room, transaction builder, file request, and task list.
Workspaces can be shared internally or externally, with each module inside the workspace having its own dedicated permissions.
Creating a Workspace
Visit the Workspace section
Click Create
Choose a template for which tools you want to add to the workspace
these templates can be customized depending on your plan - contact us to learn more
also depending on your plan, you can edit the tools inside your workspace later
Give the workspace a name and description (optional)
Set the admins for this workspace
admins will get all permissions
if you leave this field blank you will be an admin by default
Click Next
Editing Modules
If your plan allows, you can add more modules, rename modules and reorder modules as you create your workspace.
This can be done from the creation wizard or in Settings tab in the workspace itself.
To learn more about workspaces visit our collection.