Manage a workspace

Understand the workspace concept.

2 min read

The workspace is the basic working element in the Suivi application. It is impossible to create your boards until you have created at least one workspace. You can create as many as needed according to your requirements.

Create a workspace

When you arrive on the Suivi home page, you do not have any workspace. You must therefore start by creating one as follows:

  1. Click on the + button next to the Workspaces label.
  1. Enter the workspace label and click Validate.

Your workspace is created. You are currently the only member of this board. For others to access it, you will need to invite them.

Creating the Delivery workspace

Rename a workspace

To rename a workspace:

  1. Click on the button.
  1. Choose Rename workspace.

Invite a member to a workspace

To allow someone to access your workspace, you need to invite them to it.

To learn about the different possible roles in Suivi and invite a member, see the Invitations and roles page.

Archive a workspace

When there are too many workspaces, it can be useful to archive them if you want to keep a record of them without deleting them.

To do this, simply archive the workspace, which is then moved to the archives: the workspace is still available in your organization but it is no longer loaded on the home page.

📒
Archiving a workspace will also archive all its boards.

To archive a workspace, proceed as follows:

  1. Click on the button on the title line of your workspace on the home page.
  1. Choose Archive workspace.
Access to the workspace archive button

Restore an archived workspace

When a workspace is archived, it is not deleted but simply moved to the archives and hidden from the home page. It can therefore be restored at any time.

📒
Restoring a workspace also restores the boards it contained when it was deleted.

To restore it, proceed as follows:

  1. Click on Access archives on the home page.
  1. Click the Restore button on the line of the workspace to restore. The workspace reappears on the home page with its boards
Restoring the Delivery workspace

Delete a workspace

Permanently deleting a workspace is done in 2 steps:

  1. Archive the workspace
  1. Permanently delete the workspace

To delete a workspace:

  1. Archive the workspace (see the section above).
  1. Click on Go to archives.
  1. Click on the Delete button on the line of the workspace to restore.
    Deleting the delivery workspace

Did this answer your question?