Channel Portal: Create A Sub-Workspace

Channel Portal: Create A Sub-Workspace

Create A Sub-Workspace

Admins and owners can create new sub-workspaces directly from the Manage Sub Workspaces page.

A Create Sub-Workspace button is visible at the top of the page.
Clicking this button opens a multi-stage creation popup, where you can configure all details of the new sub-workspace step by step.


Key Behaviors:

  1. By default, all permissions for a new sub-workspace are set to false to ensure secure configuration.

  2. You can complete each stage of the creation flow to define the name, members, settings, and permissions.
  3. General workspace rules and validation requirements apply during setup.
    1. Rename workspace
    2. Name url and owner rules
  4. After completing all stages, the new sub-workspace is created and added to the list

Step 1 Settings

Sub-Workspace Settings: Name, URL, and Owner Rules
As a workspace admin or owner, you have precise controls and validations to ensure sub-workspace names, owners, and URLs comply with system requirements.
Behavior and Validation:
  1. Name Field
    1. Maximum of 24 characters with a real-time character counter.
    2. Spaces count toward the character limit.
    3. Only the following characters are supported: A–Z, 0–9, and , . ( ) [ ] : ; " ! ? / & * + - _ = © ™ ® @
    4. Invalid characters trigger an immediate warning.
    5. Overflow is prevented while typing or pasting.
    6. The entered display name becomes the official workspace name in the Backoffice after creation.
  2. URL Generation
    1. Converts all uppercase letters to lowercase.
    2. Removes spaces entirely.
    3. Replaces any unsupported characters with underscores.
    4. Maintains the existing numeric suffix logic (e.g., -1, -2).
  3. Owner Field
    1. Displays the email address of the assigned owner.
    2. Clicking opens the user list, showing all users from the current workspace.
    3. You can also enter a custom email address to invite someone as the owner (without adding them as a workspace user).
    4. The field requires a valid email format and displays the hint text: "Insert owner email."

Step 2 Permissions

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Sub-Workspace Permissions Management
View and manage permissions for each sub-workspace to control their capabilities and administrative options.
How it works:
  1. The Sub-Workspace Settings page includes a dedicated Workspace Permissions section.
  2. From here, you can view and edit the following permissions for each sub-workspace:
Available Permissions
  1. Can Create Sub-Workspaces (default: ON)
    1. Enables this sub-workspace to act as a channel workspace itself.
    2. All other permissions listed below are only active if this setting is enabled.
    3. Any changes are automatically reflected in the Backoffice.
  2. Can Call Its Sub-Workspaces' Members via Remote Support (default: ON)
    1. Allows users to view and initiate remote support calls with members of their sub-workspaces.
  3. Can Delete Its Sub-Workspaces (default: ON)
    1. Displays the Delete Workspace button in the sub-workspace management tab.
  4. Can Mirror Its Projects into Sub-Workspaces (default: ON)
    1. Enables this sub-workspace to mirror projects to its own sub-workspaces.
  5. Can Edit Expiration Date of Its Sub-Workspaces (default: ON)
    1. Allows editing expiration dates for sub-workspaces directly in the management tab.

Idea
Use these permissions to fine-tune which sub-workspaces can create their own structure, manage membership, and mirror content—ensuring you maintain the right level of control and flexibility across your organization.

Step 3 Project Selections

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Sub-Workspace Mirrored Projects

You can view and control which projects are shared from the main channel workspace into each sub-workspace.

How it works:
  1. The Sub-Workspace Settings page includes a dedicated Mirrored Projects section.
  2. This section lists all projects currently mirrored from your channel workspace to the selected sub-workspace.
  3. A Manage button near the section title lets you edit mirrored projects.

Managing Mirrored Projects

When you click Manage, a dialog window opens with the following features:
  1. Project List
    1. Displays all channel workspace projects in an A–Z sorted list.
    2. Each project has a checkbox showing whether it’s currently mirrored:
      1. Checked = Project is mirrored to the sub-workspace.
      2. Unchecked = Project is not mirrored.
  2. Selecting Projects
    1. Click any checkbox to mirror or un-mirror that project.
    2. Use Shift+click to select or deselect all projects between your last selection and the current one (only applies to visible projects).
    3. A Select all button above the list selects all displayed projects.
      1. When all are selected, it changes to Unselect all.
      2. This button is hidden when the list is filtered.
  1. Searching
    1. A search field above the list filters projects live as you type.
    2. Results include any project names containing the search text.
    3. A Clear all button inside the search field clears your search input and updates the list without removing focus.


Saving Changes
  1. After updating your selections, you have two options:
    1. Update
      1. Saves and applies changes only to projects whose mirrored status changed.
      2. Closes the dialog.
      3. Updates the Mirrored Projects section immediately.
      4. On success, a toast notification displays: “Mirrored projects updated successfully.”
    2. Cancel
      1. Closes the dialog without applying any changes.


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