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263 lines
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<p>Low-code designer > Workspace / Create a workspace</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Create a workspace</span></h1>
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<!-- Placeholder for topic body. -->
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">There are three ways to add a new workspace:</p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><a href="360006887271.html#from_scratch" class="topiclink">Create your own workspace from scratch</a>.</li><li style="line-height: 1.20;"><a href="360006887271.html#download" class="topiclink">Download a workspace from BRIX Store</a>.</li><li style="line-height: 1.20;"><a href="360006887271.html#file" class="topiclink">Import an .e365 file with a workspace</a>.</li></ul>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20;"><a id="from_scratch" class="hmanchor"></a>Only the users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can create workspaces.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание </span></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Create a new workspace</span></h2>
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<ol style="list-style-type:upper-roman">
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<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Click the plus icon at the bottom of the left menu on the main page.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
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<ol style="list-style-type:upper-roman" start="2">
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<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select <span style="font-weight: bold;">Create</span>. In the window that opens, specify the workspace parameters.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create_wspc" width="466" height="374" style="margin:0;width:466px;height:374px;border:none" src="create_wspc.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the name that will be displayed in the left menu on the main page.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span>.<span style="font-weight: bold;"> </span>The URL is generated automatically basing on the workspace name. The link text can be changed at the creation stage. It is used for quick access to the workspace.</li><li style="line-height: 1.20;"><a id="visibility" class="hmanchor"></a><span style="font-weight: bold;">Workspace icon</span>. Helps users find the workspace in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Visibility</span>.<span style="font-weight: bold;"> </span>Select which employees should be granted access to the workspace. You can change these settings later and specify groups of employees who can interact with the workspace.<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Visible to everyone</span>. All the system users will be able to see the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Only to Administrators</span>.<span style="font-weight: bold;"> </span>Only the users included in the <span style="font-weight: bold;">Administrators</span> group will be able to see the workspace.</li></ul></li></ul>
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<ol style="list-style-type:upper-roman" start="3">
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<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Create</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The created workspace will appear in the left menu. On the opened page, you can fill the workspace by adding apps, a contract, or a report, as well as <a href="360009672852.html" class="topiclink">separators</a>, <a href="360009925031.html" class="topiclink">links</a>, and <a href="360009924451.html" class="topiclink">pages</a>.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-4" width="729" height="457" style="margin:0;width:729px;height:457px;border:none" src="create-workspace-4.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> </p>
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<h2 class="p_Heading2"><a id="download" class="hmanchor"></a><span class="f_Heading2">Download a workspace from BRIX Store</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can download a ready-made workspace from the <span style="font-weight: bold;">BRIX Store</span> catalog.</p>
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<ol style="list-style-type:upper-roman">
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<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click the plus icon at the bottom of the left menu on the main page.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
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<ol style="list-style-type:upper-roman" start="2">
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<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Select <span style="font-weight: bold;">Download</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-01" width="495" height="216" style="margin:0;width:495px;height:216px;border:none" src="add-brix-workspace-01.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The <span style="font-weight: bold;">BRIX Stor</span><span style="font-weight: bold;">e</span><span style="font-weight: bold;"> </span>catalog will open, offering all the available the workspaces.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-8" width="853" height="528" style="margin:0;width:853px;height:528px;border:none" src="create-workspace-8.png"/></p>
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<ol style="list-style-type:upper-roman" start="3">
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<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click on a workspace to see its description and the list of <a href="360006963072.html" class="topiclink">apps</a><span style="font-weight: bold;"> </span>that it includes.</li><li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">To upload the workspace to your company, click <span style="font-weight: bold;">Install namespace</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="download_wspc" width="906" height="451" style="margin:0;width:906px;height:451px;border:none" src="download_wspc.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you import a workspace created or modified in a newer system version (e.g. 2024.4) than your current version (e.g. 2024.1), a warning message appears. The import may fail or the workspace may not work properly because the newer version may have changes that are incompatible with your version. Select whether to cancel or continue the import process.</p>
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<ol style="list-style-type:upper-roman" start="5">
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<li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">In the provided window, edit the data if necessary.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="download_wspc2" width="688" height="193" style="margin:0;width:688px;height:193px;border:none" src="download_wspc2.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Fill in the following fields:</p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold;"> </span>Specify the workspace name which will be displayed in the left menu on the main page. By default, it is the name of the workspace you are downloading.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span><span style="font-weight: bold; color: #ff0000;">*</span>.<span style="font-weight: bold; color: #ff0000;"> </span>The URL is generated automatically based on the workspace name. The URL is used for quick access to the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>.<span style="font-weight: bold;"> </span>This field shows a description if one was added when the workspace was exported to <a href="360007722171.html#export_in_store" class="topiclink">BRIX Store</a>.</li></ul>
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<ol style="list-style-type:upper-roman" start="6">
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<li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> After filling out the form, click <span style="font-weight: bold;">Next</span>.</li><li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Configure the <span style="font-weight: bold;">initial workspace settings</span>.<span style="font-weight: bold;"> </span>Add users to <a href="360007331871.html" class="topiclink">groups</a><span style="font-weight: bold;"> </span>and choose their <a href="360007331871.html#role" class="topiclink">roles</a>. These data are used in workspace business processes and access settings. To add an item to a field, click on the magnifying glass icon and select a position or a person from the list<span style="font-size: 15px; color: #394149;">.</span></li><li value="8" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Click <span style="font-weight: bold;">Install</span></li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-02" width="543" height="610" style="margin:0;width:543px;height:610px;border:none" src="add-brix-workspace-02.png"/></p>
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<ol style="list-style-type:upper-roman" start="6">
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<li value="9" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;"> </span>Once installation is completed, click<span style="font-weight: bold;"> Go to Workspace</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><a id="file" class="hmanchor"></a></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Import a workspace from an .e365 file</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">You can import a workspace to a company by uploading an <span style="font-weight: bold;">.e365</span> file. The <a href="360006963072.html" class="topiclink">apps</a>, <a href="360009924451.html" class="topiclink">pages</a>, <a href="360009672852.html" class="topiclink">separators</a>, and <a href="360009661232.html" class="topiclink">business processes</a> included in the workspace, will be imported with it. </p>
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<ol style="list-style-type:upper-roman">
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<li value="1" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">On the main page, in the left menu, click <span style="font-weight: bold;">Add Solution or Workspace</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="CAW 1" width="76" height="196" style="margin:0;width:76px;height:196px;border:none" src="hmfile_hash_471c0085.png"/></p>
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<ol style="list-style-type:upper-roman" start="2">
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<li value="2" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Upload file</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-03" width="477" height="207" style="margin:0;width:477px;height:207px;border:none" src="add-brix-workspace-03.png"/></p>
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<ol style="list-style-type:upper-roman" start="3">
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<li value="3" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Upload a <span style="font-weight: bold;">.e365</span> file from your computer or select one from the system files. Click <span style="font-weight: bold;">Next</span>.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="caw 16" width="580" height="157" style="margin:0;width:580px;height:157px;border:none" src="hmfile_hash_9aa26440.png"/></span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you import a workspace created or modified in a newer system version (e.g. 2024.4) than your current version (e.g. 2024.1), a warning message appears. The import may fail or the workspace may not work properly because the newer version may have changes that are incompatible with your version. Select whether to cancel or continue the import process.</p>
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<ol style="list-style-type:upper-roman" start="4">
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<li value="4" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> In the window that opens, edit the workspace data if necessary.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="caw 17" width="612" height="223" style="margin:0;width:612px;height:223px;border:none" src="hmfile_hash_bcec351e.png"/></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20;"><span style="font-weight: bold;">Name</span><span style="font-weight: bold; color: #ff0000;">*</span><span style="font-weight: bold;">. </span>The workspace name, displayed in the left menu.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Workspace URL</span><span style="font-weight: bold; color: #ff0000;">*</span>. The link for quick access to the workspace.</li><li style="line-height: 1.20;"><span style="font-weight: bold;">Description</span>. This field shows a description if one was added when <a href="360007722171.html" class="topiclink">exporting the .e365 file</a>.</li></ul>
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<ol style="list-style-type:upper-roman" start="5">
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<li value="5" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;">Click <span style="font-weight: bold;">Next</span>. </li></ol>
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<ol style="list-style-type:upper-roman" start="6">
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<li value="6" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Configure the <span style="font-weight: bold;">initial workspace settings</span>. Add users to <a href="360007331871.html" class="topiclink">groups</a><span style="font-weight: bold;"> </span>and choose their <a href="360007331871.html#role" class="topiclink">roles</a>. To add an item to a field, click on the magnifying glass icon and select a position or person from the list.</li></ol>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="add-brix-workspace-04" width="561" height="555" style="margin:0;width:561px;height:555px;border:none" src="add-brix-workspace-04.png"/></p>
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<ol style="list-style-type:upper-roman" start="6">
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||
<li value="7" class="p_Normal" style="line-height: 1.20; margin-top: 14px; margin-right: 0; margin-bottom: 0;"> Click <span style="font-weight: bold;">Install</span>.</li></ol>
|
||
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;"> </span></p>
|
||
<p style="line-height: 1.20;">The imported workspace will be checked for errors. The structures of custom groups and fields are checked, as well as links in the <a href="360009707032.html" class="topiclink">App</a> type fields to existing apps in the workspace, duplicate pages are detected, etc.</p>
|
||
<p style="line-height: 1.20; margin: 16px 0 16px 0;">If an error is found, you will see an alert. Import will be impossible. It will be impossible to import the app to the company.</p>
|
||
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><img alt="add-brix-workspace-05" width="500" height="139" style="margin:0;width:500px;height:139px;border:none" src="add-brix-workspace-05.png"/></p>
|
||
<p style="line-height: 1.20; margin: 14px 0 0 0;">If non-critical errors are found, for example, variable inconsistencies in <a href="360026936731.html" class="topiclink">document templates</a>, you will see a warning. You can continue installing the app.</p>
|
||
<ol style="list-style-type:upper-roman" start="8">
|
||
<li value="8" style="line-height: 1.20; margin-top: 16px; margin-right: 0; margin-bottom: 16px;"> If there are no errors, click <span style="font-weight: bold;">Go to Workspace</span>.</li></ol>
|
||
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><img alt="add-brix-workspace-06" width="542" height="196" style="margin:0;width:542px;height:196px;border:none" src="add-brix-workspace-06.png"/></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"> </p>
|
||
<h2 class="p_Heading2"><span class="f_Heading2">Add items to the workspace menu</span></h2>
|
||
<p style="line-height: 1.20; margin: 14px 0 0 0;"><span style="background-color: #ffffff;">Inside a workspace you can create <a href="360006963072.html" class="topiclink">apps</a>, <a href="360009672852.html" class="topiclink">separators</a>, <a href="360009925031.html" class="topiclink">links</a>, and <a href="360009924451.html" class="topiclink">pages</a>. To do this, click the </span><img alt="clip0274" width="63" height="27" style="margin:0;width:63px;height:27px;border:none" src="clip0274.png"/><span style="background-color: #ffffff;"> button in the left menu of the workspace and select an item in the opened window.</span></p>
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||
<p style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="create-workspace-18" width="523" height="285" style="margin:0;width:523px;height:285px;border:none" src="create-workspace-18.png"/></p>
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||
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="background-color: #ffffff;">After creating or installing a workspace, you can change its name, describe its features, or select a new icon. To learn more, see <a href="360006965372.html" class="topiclink">Workspace settings</a>.</span></p>
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