| Document number | Revision |
|---|---|
| DOCU12370 | 1 |
Workspaces in Highstage
Workspaces in HighstageIntroductionPrerequisitesOverviewPropertiesInformationSettingsSecurityTypesGuidesCreate a WorkspaceConfigure a WorkspaceMake a Workspace active or inactive
Introduction
In this article, you will be introduced to Workspaces in Highstage. Workspaces are used throughout Highstage to establish structure and security to items and their contents.
By the end of this article, you will have a grasp of the concept of Workspaces and their use. Similarly, you will know to to create and manage Workspaces and how each Workspace can establish security measures to specify which users or groups who can manage the various Workspaces and create and modify their contents.
Prerequisites
It is recommended that you know about fundamental Highstage concepts before learning about Workspaces. We assume that you are familiar with items in Highstage and that you are able to navigate the Highstage interface.
Overview
When new Items (Documents, Actions, Parts, Devices) are created or added in Highstage, they must be assigned to a workspace. A Workspace represents a cabinet for all the information and files that are associated with items in that specific Workspace.
In your Highstage installation, you can create as many Workspaces of various types as you see fit. For instance, Workspaces could be associated with e.g. Projects, Customers, Suppliers or Manufacturers. In this manner, any Workspace in Highstage has a type. And each type of Workspace has distinct capabilities, properties and security associated configurations.
Whenever a new item is created, it is simply placed within an appropriate Workspace of a specific type:
Example: The above illustration illustrates a company that has 10 distinct Workspaces. They have three Customer Workspaces, Four Project Workspaces and three Supplier Workspaces. These Workspaces reflects the various products, vendors and companies that they manage. Each time the company creates or adds a new item (Document, Action, Part, Device etc.) they simply file it into the appropriate Workspace.
Properties
Each Workspace has a large number of associated properties. These properties can be used to:
- Provide information about the Workspace (Ex. name, company,product descriptions, address, details, email addresses etc).
- Control the settings of the Workspace (Ex. making the workspace active or inactive to control whether new items can be placed into it).
- Configure the Workspace security (Which Highstage users who manage the Workspace properties and which users who are able to view, create or modify items within the workspace).
Information
All descriptive and informational properties that are associated with each Workspace depends on the type of Workspace (Project, Customer, Supplier or Manufacturer).
Settings
The following general settings exists for each individual Workspace:
| Property | Description | Note |
|---|---|---|
active | Sets the Workspace/type as Active (✔️) or inactive (❌). | Active: Users can create new Items within the Workspace. Inactive: No new Items can be created within the Workspace (All existing Items in the Workspace are still available). |
isworkspace | Enables (✔️) or disables (❌) the entity as a Workspace. | Disabling a Workspace is by default not allowed. For more questions regarding disabling a Workspace, please contact Highstage Support. |
Security
Through security properties associated with each Workspace, it is possible to specify which individual users and/or user groups that are able to access, create or manage Workspaces in Highstage.
The following general security properties can be configured for each individual Workspace:
| Property | Description | Required | Note |
|---|---|---|---|
Manager | Enables a user to modify Workspace properties. | ❌ | If no user is specified, modifications requires administrator privileges'. |
TeamMembers | Users and/or user groups who can modify specific properties on items in a Workspace. | ❌ | Default properties that can be modified by Teammembers are the Author and Obsolete properties. |
Trustees | Users and/or user groups who can view Workspace items. | ✔️ | If not specified, a default user/user group will be assigned based on the defaultTrustees parameter. |
TrustCreate | Users and/or user groups who can create items in a Workspace. | ✔️ | If not specified, a default user/user group will be assigned based on the defaultTrustees parameter. |
Procedure: Workspace security can be configured by Highstage administrators by navigating to SYSTEM > SECURITY > Workspace security in the side navigation menu
Types
Each Workspace in Highstage has a type. These types are Projects, Customers, Suppliers and Manufacturers. We refer to these types as Entities. Each entity needs to be created before it can be converted into a Workspace:
Once converted into a Workspace, the various entities can then be used to store Highstage items.
Guides
To be able to follow any guide associated with Workspaces, You must be an assigned Manager on the entity (Customer, Project, Supplier, Manufacturer etc.) or have a minimum set userlevel of SuperUser.
Create a Workspace
You can create a Workspace from an existing entity (Project, Customer, Supplier or Manufacturer etc.).
- Navigate to SYSTEM > Entities, in the side navigation menu.
From here, you get a full overview of all available entities (Projects, Customers, Suppliers and Manufacturers).
Any of these entities can be converted into a Workspace by toggling the isWorkSpace property:
Configure a Workspace
You can easily configure the properties of a Workspace. These properties provide information about the Workspace and controls the settings and security aspects of the Workspace.
- Navigate to SYSTEM > Workspaces, in the side navigation menu. From here, you get a full overview of all available Workspaces:
In this view, you can configure any of the immediate available properties (Name, Type, Manager, Trustees and TrustCreate).
Make a Workspace active or inactive
Workspaces that are active enables users to be able to create items (Documents, Actions, Parts and Devices) and to be placed within said workspace.
By making a Workspace inactive, you effectively prevent new items (Documents, Actions, Parts and Devices) to be created within that particular Workspace. Existing items that are already associated with the Workspace will remain unchanged.
- Navigate to SYSTEM > Workspaces and click on the appropriate Workspace to show all properties associated with the particular workspace.
- Uncheck the Active checkbox to make the Workspace inactive:
- Simply check the Active checkbox to make it active.
