Creating workspaces in your account is a helpful way to organize your content and control who can access it within your organization. If you are an admin of your Turtl account you’ll be able to create, delete, and manage workspace permissions across all workspaces.


Creating workspaces

Create a new workspace by clicking the “+” button next to the title of the Workspaces. You will only have this option available if you are an admin.

Give your workspace a name and a purpose (this is only seen internally). For advice on naming your workspace and segmenting your content visit our organizing your workspace article.

You’re then ready to add members to your workspace and designate permissions.

First, select the users you would like to add and their role within the workspace, then click invite.

Roles within workspaces:

An admin can:

- Create, edit, assemble, publish, share and manage docs
- Add, remove and manage user permissions of this workspace.
- Create, edit and manage templates
- Add, remove and create labels
- View and export analytics

A publisher can:

- Create, edit, assemble, publish, share and manage docs
- View and export analytics
- Add and remove labels
- Create and edit templates

An editor can:

- Create, edit, assemble, share and manage docs
- View and export analytics
- Add and remove labels
- Create and edit templates

A contributor can:

- Create, edit, assemble, publish, share and manage docs
- View and export analytics
- Add and remove labels

A personaliser can:

- Personalize existing documents via forms only

- Comment on documents

- Access analytics

- See full list of documents in Workspaces

A viewer can:

- View and share docs
- View and export analytics

A commenter can:

- Leave, reply to and resolve comments

Once you have chosen your users and set permissions, click “Save Workspace”, and everyone invited will receive an email to let them know they have been added to your workspace.

Now you are ready to start creating content!

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