Overview

Workspaces allows you to have separate sets of information within the same account. For example, you can track expiration for employee certifications for the HR department, have NDA contract expiration dates for the legal department and software licenses for the IT department and have each of the three separate from each other.

Workspaces allows you to do this and following the previous example you would create a workspace for HR, one for legal and another for the IT department. Each one can work within their own workspace without having to see any of the information from the other workspaces.

What data can be separated?

Data that can be separated includes:

  • Expiration Items
  • Contacts
  • Categories
  • Locations
  • Email Templates
  • Escalation Rules