Creating an Ad Hoc Workspace - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier

You can create an ad hoc workspace, or a workspace that does not use a pre-configured template. When you create a workspace, you are automatically the administrator of that workspace.

To create an ad hoc workspace:

  1. Select User | Collaboration | Collaboration Workspaces. The My Workspaces window is displayed.
  2. Click the Create New Workspace button. A drop-down list of options are displayed.
  3. Select Create Without Template. The Create a Workspace dialog box is displayed.
  4. Click the Settings tab. The Workspace Details and Workspace Options sections are displayed.
  5. In the Workspace Details section, enter the name of the workspace in the Name field.
  6. Enter a description of the workspace in the Description field.
  7. Enter a welcome message in the Welcome Message field.
  8. Click the Default User Settings tab. All configurable rights to the workspace are displayed.
  9. Select all rights you want to give to all members of the workspace. For more information on these rights, see the following sections:
  10. Click the Workspace Users tab. A list of available users to add as members to the workspace is displayed.
  11. Select any users you want to add to the workspace from the Available Users list.
  12. Click the Add button. The users are now moved to the Selected Users list.
  13. Select a user from the Selected Users list and click the Rights button. The Collaboration Rights dialog box for the user is displayed.
  14. Select or deselect any rights that the selected user should have or should not have. For more information on these rights, see the following sections:
  15. Click Save.
  16. With the user still selected, click the Options button. The Collaboration User Options dialog box is displayed.
  17. Select or deselect any notification options for the selected user. For more information on these notification options, see
  18. Click Save.
  19. From the Create a Workspace dialog box, click Save. Your workspace is created and added to the My Workspaces pane under Ad Hoc Workspaces.