Workspaces

Document360 workspaces allow you to create and manage multiple, distinct knowledge bases within a single project. This flexibility is especially valuable for organizations with diverse audiences or documentation needs, enabling you to organize content that’s tailored to specific users or product areas. Workspaces keep your documentation organized, accessible, and relevant—no matter the complexity of your knowledge base.

Defining workspaces and their role

When you purchase a Document360 plan, you’re provided with a single project that serves as your knowledge base repository. A project can contain all of your documentation, making it easy to manage and maintain content in one place. Think of it as the central hub for your knowledge base content, whether you have a single product or multiple offerings.

Within your Document360 project, you can create one or more workspaces to better organize your documentation based on audience, product lines, or other criteria.

A workspace is essentially a specialized area within your project that can house content for a particular group or use case. For example:

• If you’re managing documentation for a single SaaS product, one workspace may suffice.

• If you have multiple products or need separate documentation sets for external customers, internal users, and support teams, multiple workspaces can be more efficient.

The number of workspaces you can create depends on your Document360 plan.

Benefits of using workspaces

Workspaces bring several benefits that can improve both content organization and user experience:

• Relevant Information: By separating documentation into specific workspaces, you ensure each audience only sees content that is relevant to them. This makes it easier for users to find the information they need.

• Better Organization: You can segment your knowledge base into well-defined areas, making it easier for team members to manage and update content.

• Team Collaboration: With workspaces, your team can collaborate more effectively, assigning peer reviews, tracking updates, and providing feedback within designated areas.

Use cases of workspaces

Here are a few scenarios for the user of workspaces:

Use case 1: Product-specific documentation

Imagine you’re a writer for a SaaS company with multiple products, such as a CRM, a project management tool, and an analytics platform. Instead of purchasing separate Document360 projects for each product, you could create a workspace for each product within a single project. This allows you to manage all documentation in one place, but with clear boundaries for each product’s knowledge base.

Use case 2: Audience-specific documentation

Consider a SaaS product that has different documentation needs for developers, end-users, and administrators. By setting up separate workspaces for each audience, you can ensure that each group accesses content relevant to their role, avoiding confusion and unnecessary complexity.

Use case 3: Internal and external knowledge bases

If you’re creating both internal documentation (for your support or development teams) and external documentation (for customers), multiple workspaces make it easy to keep each set of content separate. This structure allows you to control access permissions, ensuring that only designated users can view internal documents while keeping customer-facing content public.

Starting with Workspaces

When you create a new project in Document360, a default workspace titled v1 is automatically created. You can start building your knowledge base in this workspace immediately or create additional workspaces as your documentation needs evolve.

Using multiple workspaces allows you to keep your documentation streamlined, targeted, and well-organized. This way, every user—from internal teams to end customers—can access relevant information quickly and efficiently.

Adding a new workspace

To add a new workspace,

1. In the Knowledge base portal, navigate to Settings > Knowledge base portal > Localization & Workspaces > Localization & workspaces.

2. Click the Add workspace button from the top right corner.

3. In the Add new workspace popup, enter the required details.

   1. Select the Workspace type - Knowledge base docs site or API documentation workspace

   2. In the Name field, enter your desired name for your new workspace in your preferred language.

      NOTE

      The Name field has a character limit of 30 characters. You can only use alphanumeric characters and hyphens.

   3. The Slug URL field will be auto-populated based on the workspace name you provided in the Name field. You can further customize the URL of your workspace based on your requirements.

4. Next, select the Workspace status for your new workspace.

   1. Main workspace: The Main workspace is the default workspace users will see when they visit your knowledge base site.

      NOTE

      The Main workspace should be public and cannot be deprecated.

   2. beta: Select beta to indicate that the workspace is still in progress.

   3. public: Select public for workspaces that should be visible to users.

   4. deprecated: Select deprecated to indicate the workspace is old and contains out-of-date information.

Base workspace

While creating a new workspace, you can choose to either create a new workspace or copy an existing workspace from the same project.

Create a new workspace

If you select Create a new workspace, you will create an empty workspace that does not contain any content.

Copy existing workspace

If you select Copy existing workspace, you can copy the contents of an existing workspace to your new workspace.

1. Select the workspace you wish to copy from the list of existing workspaces.

2. Click on Choose categories (optional) to select specific categories of the existing category. Only the contents of the selected categories will be copied to the new workspace.

3. Select either New or Existing for Internal links.

   1. If you select New, the article’s link will point to the article version created in the new workspace.

   2. If you select Existing, the article’s link will point to the original article version in the existing workspace.

Languages

The default language of your project will be assigned as the default language of your new workspace as well. To add more languages, click on the New language dropdown. From the dropdown, search for the desired language(s) and select the checkbox next to the language name.

For more settings related to a language, click the More options (•••) icon next to the language name.

• Set as default: Select this option to set the corresponding language as the default language for your knowledge base site.

• Edit display name: Use this option to update the display name for your workspace. The updated name will be shown on the knowledge base site when the corresponding language is selected. You can set a custom display name for your workspace in each of the available languages.  

• Right to left: Enable this toggle for languages that follow a right-to-left script (Arabic, Hebrew). By enabling this toggle, the article’s content will start from the right and continue to the left in the knowledge base portal as well as the knowledge base site.

• Hide: Select this option to hide the language from the knowledge base. Hidden languages are indicated by strikethrough in the Knowledge base portal for reference.

• Remove: Select this option to remove the language from your knowledge base.

Once you complete customizing the details of your new workspace, click the Add button at the bottom right to finish creating the new workspace.

Purchasing workspaces from Localization & Workspaces

1. Go to Settings > Knowledge base portal > Localization & Workspaces > Localization & Workspaces.

2. Click buy more on the right side of the screen.

NOTE

The buy more link is available only for users assigned the Owner role in projects.

3. Add or remove workspaces in the Purchase add-on window. The corresponding cost will be displayed as Amount due.

4. Click Confirm Payment to proceed with the payment. Once the payment is processed, a payment success message will display, and the additional workspaces will be added to your project successfully.

5. Click Download invoice to download the invoice for the payment done.

NOTE

You can also purchase workspaces from the Billing section in Document360 settings. To learn more, read the article on Purchasing add-ons.