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How to create a new workspace on Dashpivot Web
Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

Organisation Controllers have the ability to create a new workspace when needed. This new workspace will then be linked to the same Sitemate Start Account.

Note: This does not apply to users on a Standard Dashpivot pricing plan.

Steps:

  1. On Dashpivot Web, select Switch Workspace (just under your logo on the top left hand-side)

  2. Click Create Workspace

    1. Note: only users with Organisation Controller permissions can create additional workspaces.

  3. Type in the name of your new workspace & click Create Workspace

  4. Upload a logo, choose your brand colour and click Next

    1. Note: This can be added/changed later.

  5. Select which industry and role best describes your company.

  6. Click Next to finish

You will automatically be added as an Org Controller to your new workspace & you can switch between them.

Video Walkthrough:

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