A Workspace is the central entity that ties everything together — attach any number of Scopes and Personas to it. You can create multiple Workspaces and invite users to each one, enabling clear separation of responsibilities across your organization.
Creating a Workspace
Navigate to Workspaces and click Add Workspace.
Give the Workspace a Name and Description.
Select the Persona(s) to include in the Workspace, and click Next.
Select the Agent(s) that do the work in this Workspace, and click Next.
For each Provider screen, select the Scopes to include in the Workspace, then click Next until you have reviewed them all.
Click Create.
Congratulations! Your Workspace is now ready to receive assignments, interpret goals, break down work, and provide a transparent audit trail—all with human oversight and control.
