Workspace Management

Switching and managing workspaces in Taloflow makes organizing your team's work efficient. This guide walks through the key workspace features, supported by visuals to show where to find each function

Taloflow's interface makes it easy to switch between multiple workspaces. The main dashboard displays available workspaces, allowing seamless transitions to the one needed at any time.

Workspace Management Overview

Access the Manage workspace page to review essential workspace details. Here, you'll find the workspace name, associated project code or ID, and the workspace ID used for support or integration needs. These details are all available in the workspace settings pane.

Organizing with Parent and Child Workspaces

Taloflow allows you to structure workspaces hierarchically by setting parent workspaces. This lets you create a logical organization where some workspaces inherit properties or access from larger, parent workspaces.

Use this structure for teams working across multiple projects or departments, making permission management straightforward and scalable.

Managing Members and Permissions

Within the member management area, admins can see all members and their roles. Taloflow defines three primary roles:

- Viewer: Can view all evaluations in the workspace

- Editor: Can create and edit evaluations

- Admin: Can invite and manage members, adjust roles, and control workspace settings

The member management panel lets you assign or change these roles easily according to each collaborator's responsibilities.

Workspace owners inherit admin capabilities and are highlighted in the member list.

Creating Child Workspaces

To further organize your projects, create new child workspaces nested within parent workspaces.

Finding Key Workspace Details

In need of support or setup information? The workspace ID and other relevant details are displayed prominently on the workspace overview, so you have what you need right where you expect to find it.

With these features, managing your teams and projects in Taloflow stays streamlined and transparent, no matter how your organization grows.

Last updated

Was this helpful?