Workspaces are limited view for your clients that do not have their own PINATA subscription. They are a great way to give your clients visibility into everything you executing for them in the field!
Create a New Workspace
Login at dashboard.gopinata.com
Select Settings in the top right-hand corner
Select Workspaces on the left-hand side
Select the "Create" button
Type in the name of your new client
Select any programs you wish to grant them access to - Pro Tip: This may be 0 to begin with as you'll need to make a Workspace partner prior to creating programs for them
You can also add programs to your Workspaces by editing the My Partners section of any program's Overview tab.
Check out the below video to see the above steps in action!
Inviting Users to a Workspace
Select Settings in the top right-hand corner
Select Workspaces on the left-hand side
Select Invite next to the Workspace you would like to invite users to
Enter their email address + click invite!
You will be able to see who you have invited + who has accepted their invite by hovering over the user count in the User column. See the screenshot below!
Check out the below video to see the above steps in action!
Edit an Existing Workspace
Select the Workspace from Settings > My Company > Workspaces
Select Edit on the individual Workspace that you would like to update
In this window you have the ability to edit the client name or the programs in this Workspace
Select "Update" when finished to save your changes
Getting an "Error" message on the workspace page? Try this!
Sometimes this happens due to browser settings and cache. Here's how to fix it!
You can clear your browser cookies/cache/history
You can open a new 'private browser window' or 'incognito window' (depending on your browser). This works similarly to clearing your history on your main browser by simply giving you a clean temporary browser with which to take action.
Once you do that, log back into PINATA and go to the Menu>My Company>Workspaces page and it should work just fine!