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

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.


Managing Workspaces

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

Creating a 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.


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.


Removing a Workspace

  • Go to Settings → Workspaces
  • Click the Actions (⋯) icon next to a Workspace
  • Select Delete

The Default Workspace cannot be deleted.


Changing 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.