Workspaces serve as distinct spaces within an account where projects, team members, and budgets are housed. Using workspaces, you can create multiple Dscout environments for different teams of users dedicated to a particular area of research or aligned with a cost center. Workspaces can either be public, seen by anyone on the account, or private, seen by selected members only.
Being a member of a workspace does not grant access to all projects inside that workspace. To ensure your teammates have access to the projects they need, see Manage project collaborators.
- Create a workspace
- Visibility
- Balances
- Update your workspace balances
- Move balances between workspaces
- Navigate between multiple workspaces
- Workspace Leads
Create a workspace
Account owners and administrators can create and delete workspaces. If this option is not available to you, then you do not have permissions to add a workspace. Reach out to your Dscout account manager to learn more about setting up a workspace in your account.
To create a workspace:
- Click your Dscout account name in the sidebar navigation. A list of your existing workspaces is displayed.
- Click Create new workspace. The create new workspace modal is displayed.
- Complete the following for step 1 of 3:
- General Information: Name your workspace and decide if you would like to add a description– for example the project, area of research, or even team/department this workspace has been created for.
-
Privacy: choose whether you would like your workspace to be 'public' or 'private'.
- If your workspace is set to 'public' anyone in the account is able to see the team the workspace belongs to, their description, and members who belong to it.
- If your workspace is set to 'private', only people who have been added to that workspace as members can see the contents of the workspace.
- Add members to your workspace for step 2 of 3.
- Allocate funds to this workspace for step 3 of 3. For more information, see Balances.
Visibility
- Account owners and admins are added to all workspaces and all projects by default. Only account owners, admins, and Dscout staff can add members to a workspace.
- Researchers, managers, and members are only able to see balances for workspaces they have been added to.
- Contributors and viewers are not able to see any workspace balances.
- For both 'public' and 'private' workspaces, collaborators must still be added to projects to see their missions and data. For more information, see Manage project collaborators.
Balances
Please note: All balances are related to the current subscription term you are in. They do not reflect usage or balances from previous terms.
-
Who can edit balances
- Only account owners, account admins, and Dscout staff can edit balances within a workspace. Please reach out to your account manager with any questions regarding workspace balances.
-
Support hours, Credits/Completes and Incentives
- Allocated: Shows the number of support hours, credits/completes, and incentives that have been allocated to that workspace for the subscription period. (total allocated located in the denominator below each usage bar on the left)
- Used: Shows you the number of support hours, credits/completes, and incentives that have been used out of the total allocated amount. (total used located in the numerator below each usage bar on the left)
- Remaining: Total number of support hours, credits/completes, and incentives that are remaining and available to use. Remaining = Allocated - Used (Total remaining located to the right of the category (e.g. support hours, credits/completes, or incentives) in bold)
- Available for allocation: Support hours, credits/completes, and incentives that belong to the account but are not yet allocated to a particular workspace. When updating allocations, this shows you what is available for you to pull from or return to, and can be re-allocated to another workspace if not used.
-
Updating allocations
- This is where you go to make adjustments to your budget. You can adjust your balances using what is available in the ‘Available for allocation’ field or return hours/credits/incentive funds back to the available account pool for another workspace to use.
Update your workspace balances
Account owners, admins, and Dscout staff can set up workplace balances. If you do not have permissions to and need to set up a workplace balance, please reach out to your Dscout account manager.
To manage workspace balances:
- Click your Dscout account name in the sidebar navigation. A list of your existing workspaces is displayed.
- Click the Settings icon for the account you want to manage. The workspace settings modal is displayed.
- On the Balances tab, click Update allocations.
- Adjust the workspace's balances as needed.
You can adjust your balance using what’s available in the 'Available for allocation' field or return hours/credits/incentive dollars back to the available account pool for another workspace to use.
Move balances between workspaces
In some cases you may want to move budget between workspaces. If nothing is available on the account for allocation but you want to transfer funds from one workspace to another.
- You first need to deduct from the workspace you want to take funds from. Open up the balance tab in the settings of the workspace you want to deduct from. (In the example below, we are deducting from the workspace: Quiet Lab.)
- Go to their 'Update allocations' modal.
- Deduct the amount of support hours/activity credits/incentives you want to transfer from their balance. Then confirm your change. (In the example below we are deducting 10 activity credits, and $100 in incentives from the workspace: Quiet Lab.)
- Navigate to the workspace you want to give funds to and open up the 'Balances' tab in the settings of that workspace. (In the example below, we will be adding to the workspace: Loud Friends.)
- Go to the second workspace's 'Update allocations' modal and add the amount of support hours/activity credits/incentives you want to add from the first workspace’s balance. Then confirm your change. (In the example below we are adding 10 activity credits, and $100 in incentives to the workspace: Loud Friends.)
- You have successfully reallocated funds from one workspace to another!
Navigate between multiple workspaces
If you are a member of more than one workspace, it’s important that you create every project in the correct workspace. This way the research in every project is associated with the correct workspace’s balance and usage.
If a project is created in the wrong workspace, reach out to your Dscout account manager or research advisor and they can assist with moving it.
Workspace Leads
Naming a researcher “workspace lead” grants them admin permissions on a specific workspace.
Workspace leads can:
- See all research within the workspace
- Edit team name, description, privacy settings
- Add/remove members
- Promote other members within the workspace to workspace lead
- Add/remove budget from their workspace
- Be workspace lead of multiple workspaces
- Receive an email when research is launched in their workspace
Workspace leads cannot:
- Create a new workspace
- Edit the details, members, or budget of a workspace they are not a lead on
- Change account-level settings
- Occupy a contributor or viewer seat