One space for each context
Organise spaces by customer, supplier, department, case, centre or project. The structure should reflect how the team works and needs to share information, rather than simply replicating every existing folder.
Product information
Workspaces for teams, customers and suppliers
A Workspace is a shared working context, not just a folder. It brings participants, documents, agents and applications together around an activity or relationship, supporting collaboration without indiscriminate access to internal systems.
Collaboration inside and outside the business
A space can include internal people and authorised third parties, associate knowledge and make relevant agents or applications available. Collaboration can connect a business and customer, a business and supplier, or all three in a shared process.
Separation and effective permissions
Workspace membership does not imply authorisation for every API or resource. Configuration requires checking access to folders, applications, conversations and operations. Not all resources should be assumed to inherit permissions in the same way.
Product information
Example use case
A consultancy creates a space for each project and shares documents, a knowledge agent and a tracking application with its customer. A supplier can participate only in the necessary resources if their controls are configured for that scope.
Limits and requirements
Scope and conditions
- Define participants, owners, shared resources and permitted operations.
- Verify Workspace availability and administration in the contracted offer.
- Test access across contexts before adding information from different customers.