Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. You may edit the out-of-the-box templates available or create a new template.

  2. Set the template availability and add additional template filters.

  3. Include folders & sub-folders that must be created upon workspace creation and set the folder type (e.g. tab, saved search, site).

  4. Allow/restrict user access to delete folders or change the prefix and/or suffix of folders.

  5. Set user options to create pre-approved folders at the top level using the On-Demand Folder Creation option.

  6. Set user access to create custom folders at the workspace root level or below, using the Config option.

  7. Set the default template rule in the External System Configuration.

  8. Use Data Uploader or Workspace Wizard to create workspaces.

  9. The workspace is updated with the created standard folder structure.

  10. Subsequent edits to the template can be applied to all workspaces.

...