An access boundary inside your account — plus a way to receive documents from outside it.
A workspace splits your account into separate areas: users and groups assigned to a workspace only see the documents assigned to it.
Creating a Workspace #
- Open Arbeitsbereiche and click Add Workspace.
- Enter a Name and Description.
- Set the Status.
- Configure Directory Services if you need to.
- Select Users and Groups to give access.
- Click Save.
ℹ️ Good to know
An Active workspace is offered when assigning documents and templates. An inactive one is left out of new assignments, but keeps its existing documents and stays visible under the All tab.
Directory Services #
Directory Services controls whether a workspace can receive documents from senders who aren’t already connected as a business partner.
| Setting | What it does |
|---|---|
| Receiving external documents | Lets the workspace receive documents from outside your account. |
| Visible publicly | Nested under the setting above; lists the workspace in ViaSpaces’ public directory so an outside sender can address a document to it without an existing connection. |
⚠️ Needs verification
The sender-side experience of finding and addressing a document to a publicly visible workspace isn’t confirmed yet.
This is separate from sharing a workspace with a partner you’re already connected to through a Business Card.
Managing Workspaces #
The Workspaces list has Active and All tabs, showing each workspace’s Name, Users, and User Groups, with view, edit, and delete controls per row. The view control opens an Overview summarizing its description, status, Directory Services settings, users, and groups.
💡 Faster next time
Renaming a workspace updates its name everywhere it’s referenced — Dashboard filters, template assignments, and the Document Editor all pick it up automatically.
⚠️ Needs verification
A workspace can reportedly be deleted only once no documents are assigned to it — this hasn’t been confirmed live.