Tutorial: Assign Record to Workspace

1. User > Records.
2. For a given record, click Change workspace button.
3. In Change workspace dialog, select workspace for record.
4. Click Change button.
5. Observe that the workspace name associated with the record has now updated to the selected workspace name.

1. User > Records.

   

   

2. For a given record, click Change workspace button.

   

   NOTES:

   • If a record has never been assigned to a workspace, it lists 'None' for its workspace
   • By default, each new record is automatically/implicitly assigned to a user's private workspace to which only they have access.
   • Thus, as long as a record exists, it lives in some workspace.

3. In Change workspace dialog, select workspace for record.

   

4. Click Change button.

   

5. Observe that the workspace name associated with the record has now updated to the selected workspace name.