Workspaces Image

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What are Workspaces?

Workspaces allow you to scope and isolate data and access within Pelanor. Key benefits:
  • Security & RBAC – restrict sensitive or production data to authorised users
  • Multi-tenant support – MSPs can create a Workspace per tenant so each customer sees only their own data

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Default Workspace

The Default Workspace shows all data Pelanor can access and is used for global user and workspace management.
Limit access to the Default Workspace to Administrators only.

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Managing Workspaces

Only Admin users in the Default Workspace can create, edit, or delete Workspaces.

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Creating a Workspace

Creating Workspace
Before creating a Workspace, ensure that the relevant Dimension and Groups are already defined.
Refer to the Dimensions and Groups documentation for help.
1

Open Workspaces

Go to Settings → Workspaces.
2

Add new Workspace

Click Add Workspace.
3

Select Group(s)

Expand a Dimension (e.g., Business Unit) and select one or more Groups.
4

Configure

Click Next, and optionally apply discount rules for this Workspace.

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Editing a Workspace / Managing Users

To make changes:
  1. Go to Settings → Workspaces
  2. Click the ⋯ Actions menu next to a Workspace → Edit workspace
You can update:
  • Workspace name
  • Workspace users – add, remove, or change roles
Users must be created under Settings → Users before they can be added to a Workspace.

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Removing a Workspace

  • Go to Settings → Workspaces
  • Click the Actions (⋯) icon next to a Workspace
  • Select Delete
The Default Workspace cannot be deleted.

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Changing Workspaces

Switching Workspaces
If a user belongs to multiple Workspaces, they can switch between them using the profile dropdown in the top-right corner of the Pelanor interface.