What Is A Workspace?

What Is A Workspace?


A workspace is a secure container with all your participants, sales incentive plan configuration, sales transactionsreports, etc. 

Good to know:
  • Each workspace contains all your configuration and settings
  • Most organizations will only use one single workspace
  • However, you can create more than one workspace if you prefer
  • You can add other administrators to help you manage incentive plans
  • You can choose who has access to which incentive plan

Each workspace is fully isolated from other workspaces. For example, if you create a plan in workspace A, then another workspace B will not contain this plan.

To learn more about when to create a workspace, click here.

About Workspaces
Most organizations will only use one single workspace - but you may have more than one if you have multiple separate business units (or simply want to experiment).

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