Workspaces in Outset help large organizations stay organized by separating teams, projects, or departments within a single enterprise account. This setup lets you manage access, dashboards, and data visibility more effectively, without needing entirely separate accounts.
1. What are Workspaces used for?
Workspaces are ideal for companies that want to separate research activities by client, department, region, or use case. For example, a consulting firm might create one Workspace per client, while a global enterprise might set up Workspaces for each regional office or product line. Each Workspace offers a clean slate, with its own set of interviews, transcripts, and analysis.
2. How do you create or manage Workspaces?
To set up or manage Workspaces, click the icon in the top right corner of the Outset app, go to Organization Settings, then select Workspaces. From there, you can add new Workspaces or edit existing ones if you have admin permissions.
3. Who can create and manage Workspaces?
Only users with admin permissions on the enterprise account can create and manage Workspaces. This ensures centralized control over how Workspaces are structured and who has access to what.
4. Can users be part of more than one Workspace?
Yes, users can be part of multiple Workspaces and can easily switch between them within the Outset platform.
5. What is shared across Workspaces?
By default, settings and templates are not shared across Workspaces. However, admins can choose whether templates are Workspace-specific or shared across the organization. Billing data is mostly handled at the enterprise level, though visibility into budgets may vary depending on the workspace setup. The invoicing email is shared across all Workspaces.
6. How do dashboards differ by Workspace?
Each Workspace has its own dashboard. That means interviews, reports, and insights are fully siloed by Workspace. Users only see the content and data that lives within the Workspace(s) they have access to.
7. Can you move interviews between Workspaces?
Interviews can be moved between Workspaces, but not directly by customers within the product. If you need to transfer an interview, reach out to the Outset team—our engineering team can assist with the move.
8. How does user access work across Workspaces?
Admins can assign users to specific Workspaces. However, role types (like admin or viewer) are consistent across all Workspaces—if you're an admin in one, you're an admin in all. This simplifies permission management across the enterprise.
9. How is billing handled?
Currently, billing is managed at the enterprise level, regardless of how many Workspaces are in use. This means customers receive one invoice for all usage. Note: this may change in the future.
Hope this helps! If you have any further questions, please reach out to our team at [email protected] or via chat.