What is a Shared Workspace?
When a portal is shared with a customer, they can log in and access a shared workspace. This workspace allows them to view shared assets and products, raise requests, manage users (if permitted), access shared files, and interact with AI Assistants.
How do customers access a Shared Workspace?
Customers receive an invitation email when added to a portal. After signing up or logging in, they are taken directly to their shared workspace.
What can customers see in a Shared Workspace?
Customers have access to the following sections:
Assets: View all assets shared with them through the portal
Products: View all products shared with them
Requests: Raise and track service requests on shared assets
Users: View portal users, and add or remove users if permitted by the portal owner
Shared Drive: Access shared files and upload documents
AI Assistants: View AI Assistants shared with them
AI Chats: Interact with AI Assistants to find information from documentation
What settings can customers manage?
Customers have access to a Settings section with three areas:
Profile:
Update their name
Set their preferred language
Configure date and time format
Notifications:
Enable or disable email notifications for request updates
Enable or disable email notifications for chat messages received
Both notifications are enabled by default
Security:
Reset their password