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Create a Workspace

Learn how to create, modify, and share a workspace.

Julianna Kapjian-Pitt avatar
Written by Julianna Kapjian-Pitt
Updated over a year ago

The first step in using the Employee Journey Designer is to create a Workspace where you'll map out your journey and invite others to collaborate.

To create a Workspace, follow the on-screen prompts and answer the questions to help us better understand your organization. Once you've answered all the questions, you'll be directed to the Employee Journey Designer where you can modify the pre-populated Workspace by adding, removing, or editing items.

The primary aim of your Workspace is to provide a collaborative space for you and your team. This space will help you identify existing Touchpoints, determine what you need, and support your organization's growth. We suggest using a single designated Workspace with your team to maintain a focused and cohesive strategy.

FAQ

Q: If I invite team members to the Workspace, what actions can they take?

A: We currently don’t support permissions levels (coming soon!), so anyone invited to your Workspace will have full access to the map and can edit any of the content. They will also be able to invite additional team members to collaborate in the Employee Journey Designer.

Q: Can I create multiple Workspaces?

A: Yes. You can have more than one Workspace. However we do not yet support merging two Workspaces together.

Q: Why would I need more than one Workspaces?

A: If you work at a large organization that has different workflows based on specific countries or locations it may be helpful to have different Workspaces (e.g. APAC Workspace and an EMEA Workspace). You might also want to create another Workspace if you’d like your own draft area, but we encourage you to maintain one designated Workspace as your source of truth.

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