# Your workspace
A two-minute video guide to your workspace
A Workato workspace is your home base for building automations. This is where a dedicated team can collaborate, build recipes, and deploy recipes for a department, level of business, or organization unit.
Use projects to organize your assets by use case, initiative, or process and create logical sub-folders for smaller units of work.
# What is in my workspace?
Your workspace is an operationally independent hub that contains projects, Workato Tools, and other enabled capabilities.
Each workspace has its own usage limits (recipe and task limits).
USING A MANAGED WORKSPACE?
Managed workspaces share the same added capabilities as the HQ workspace. This includes API Platform and On-premise Connectivity. Speak to your Customer Success Manager to enable these features in your managed workspaces.
Find out more about Automation HQ.
# Collaboration in a workspace
Enable collaboration with the workspace collaborators feature. With Workato workspaces, multiple users can collaborate while still maintaining development, deployment, and security best practices.
Learn how workspaces support collaboration between team members.
# Do I need multiple workspaces?
As Workato grows with your organization, the scale and complexity of business processes require collaboration between several users, including recipe builders and team admins. Use individual workspaces to represent a department, level of business, or an organizational unit.
Learn how you can manage and oversee multiple workspaces with Automation HQ
# Workspace settings
Personal profile settings are available in My profile. Workspace-related settings are available in Workspace admin.
# My profile
You can access your personal account by clicking My profile in the side navigation bar.
My profile
# Profile settings
My profile settings
My profile is where you go to update and view your personal profile information:
Profile
Allows you to change your first name, last name, profile photo, phone number, timezone, and date and time format. Date and format settings provides options for a 24-hour and 12-hour clock and
DD/MM/YYYYandMM/DD/YYYYoptions for the calendar date. The option you choose is reflected across your workspace, including in the activity audit log, dashboards, and more. This setting does not change the date and time format for other users in this workspace.Password
Allows you to change your password.
Two-factor authentication
Allows you to set up two-factor authentication for your account.
Workspace membership
Provides workspace management options for workspaces you are a member of.
Active logins
Provides a list of devices used to sign in to your account. You can revoke any sessions that you do not recognize.
# Workspace admin
You can access workspace-related settings by clicking Workspace admin > Settings on the side navigation bar.
Workspace admin in the side navigation
# Workspace admin settings
Workspace admin > Settings
DISPLAYED FEATURES VARY
Available features vary depending on purchased add-ons and privilege levels determined by role-based access control.
The workspace interface enables you to update or view workspace information and configure workspace features:
# Workspace
General
View and edit your workspace name, email, ID, session timeout duration, logo, and community profile.
Workspace name
A name for your workspace.
Workspace email
The designated email address for your workspace.
WORKSPACE EMAIL VISIBILITY
AHQ child workspaces and OEM customer workspaces do not have an account owner. As a result, the Workspace email field does not appear in the General section.
Workspace ID
A unique identifier for your workspace. This may be referenced as User ID in recipes.
Session timeout duration
The time of inactivity after which users are logged out.
Workspace logo
Upload a logo that represents your workspace across Workato.
LOGO DISPLAY
If a workspace logo is missing and a profile logo exists, the profile logo displays on this screen.
- Community profile
- View and edit your workspace public profile settings, which include name, contact email, website, and logo. You can also configure whether recipes can be published in the community library.
Subscription plan
Provides an overview of your plan, including your plan level, percent of transactions used, and the plan renewal date.
Configure who receives notifications about usage, incidents, account updates, and more. If no email is specified, emails are sent to the Account email.
AI features
Enable and manage AI-powered features, such as Copilot and the AI by Workato app, for collaborators within a workspace.
# Authentication
Login methods
Configure your workspace authentication method (Workato authentication, SAML-based SSO, or two-factor authentication).
Automate user provisioning, role changes, and user de-provisioning from your identity provider (IdP) via the SCIM 2.0 protocol.
# Environment-related settings
If you have environments enabled in your workspace, you can see environment-specific features here. These include settings related to the following features:
# Debug and logs
Define when and which workspace collaborators will receive email alerts when recipe errors occur.
Inspect HTTP request and response data from your recipe steps for easier debugging. This includes payload and header information.
Stream job history and collaborator activity to an external log provider.
# Security
Workato stores job data in encrypted form to support error recovery, duplicate detection, custom reports, and more. Your plan type determines how long Workato retains this data.
Select how your data is encrypted, for example, with a Workato key (default), AWS KMS key, or by using your own Custom key.
Set up an external secrets manager, such as AWS Secrets Manager, to use stored secrets when configuring connections on Workato instead of hardcoding credentials.
Amazon Web Services IAM
Configure how your Workato workspace works with your AWS IAM roles.
Last updated: 6/5/2024, 4:12:13 PM