Table of Contents
How to Create a New Workspace
Log in as the Super Admin. On the “Workspaces” page, click the “New Workspace” button at the top right to see the “Create Workspace” form.
Name the new Workspace.
⚠️ WARNING: Each Workspace name should be unique, regardless of letter
case. For example, naming one Workspace “Payments” and another one
“payments” will create two different workspaces that look identical.
⚠️ WARNING: Do not name Workspaces the same as these major routes in IAM
Select a color or avatar to make each Workspace easier to distinguish, or accept the default color.
Click the “Create New Workspace” button. Upon creation, the application will navigate to the new Workspace's “Dashboard” page.
On the left sidebar, click the “Admins” link in the “Security” section. If
the sidebar is collapsed, hover over the security badge icon at the bottom and
click the “Admins” link.
The “Admins” page displays a list of current Admins and Roles. Four default Roles specific to the new Workspace are already visible, and new Roles specific to the Workspace can be assigned from this page.
How to Update or Delete a Workspace
⚠️ IMPORTANT: In order to delete a Workspace, everything inside the
Workspace must be deleted first. This includes default Roles on the “Admins”
Within the Workspace, navigate to the “Dashboard” page.
At the top right, click the “Settings” button.
Edit or delete the Workspace.
Navigating across Workspaces in IAM Manager
To navigate between Workspaces, from the “Overview” page, click on any
Workspace displayed beneath the Vitals chart. The list of Workspaces may be
rendered as cards or a table, depending on preference.
If a Role does not have permission to access entire endpoints, the user
assigned to the Role will not be able to see the related navigation links.
For more information about Admins and Roles, see RBAC and Permissions. For
information about how RBAC applies to specific Workspaces, see
RBAC in Workspaces
Next: RBAC and Permissions ›