{"id":93,"date":"2020-02-17T16:12:56","date_gmt":"2020-02-17T15:12:56","guid":{"rendered":"https:\/\/help.metashare.com\/metashare-help-admin-manual-how-to-create-and-configure-a-workspace-configuration\/"},"modified":"2024-01-12T10:57:10","modified_gmt":"2024-01-12T09:57:10","slug":"how-to-create-a-workspace-configuration","status":"publish","type":"page","link":"https:\/\/staging-help.metashare.com\/en\/metashare\/adminmanual\/workspace-configurations\/how-to-create-a-workspace-configuration\/","title":{"rendered":"How to create a workspace configuration"},"content":{"rendered":"\n<p>Follow these steps to create a new workspace configuration:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to&nbsp;<a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/metashares-start-page\/\">MetaShare&#8217;s start page<\/a>.<\/li>\n\n\n\n<li>Click on the &#8220;<a href=\"https:\/\/app.metashare.com\/#\/settings\" target=\"_blank\" rel=\"noopener noreferrer\">Settings<\/a>&#8221; function in the top bar:<br><img loading=\"lazy\" decoding=\"async\" width=\"134\" height=\"42\" class=\"alignnone\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/image-769.png\" alt=\"MetaShare's &quot;Settings&quot; function\"><\/li>\n\n\n\n<li>Click on &#8220;<a href=\"https:\/\/app.metashare.com\/#\/settings\/workspacecategories\/\" target=\"_blank\" rel=\"noopener noreferrer\">Workspace configurations<\/a>&#8221; in MetaShare settings\u2019 left navigation menu:<br><img loading=\"lazy\" decoding=\"async\" width=\"1069\" height=\"713\" class=\"wp-image-8838\" style=\"width: px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/Workspace-configurations.jpg\" alt=\"Workspace configurations\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/Workspace-configurations.jpg 1069w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/Workspace-configurations-300x200.jpg 300w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/Workspace-configurations-1024x683.jpg 1024w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/Workspace-configurations-768x512.jpg 768w\" sizes=\"auto, (max-width: 1069px) 100vw, 1069px\" \/><\/li>\n\n\n\n<li>Give the configuration a meaningful name and select the type of workspace configuration that you want to create:\n<ol class=\"wp-block-list\" style=\"list-style-type:lower-alpha\">\n<li><strong>MetaShare workspace<\/strong>: when <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-create-a-workspace\/\">creating a new workspace<\/a> of this&nbsp;type, an actual workspace will be created and MetaShare&#8217;s document management functionality will be applied to and used within the workspace.<\/li>\n\n\n\n<li><strong>SharePoint site<\/strong>: when <a href=\"https:\/\/staging-help.metashare.com\/en\/usermanual\/how-to-create-a-link-to-an-existing-sharepoint-site\/\">creating a new workspace<\/a> of this type, you are actually not creating a workspace, just merely adding an existing SharePoint site collection to be displayed among the list of workspaces.<\/li>\n<\/ol>\n<\/li>\n\n\n\n<li>Click on the &#8220;Save&#8221; button.<\/li>\n\n\n\n<li>The newly created workspace configuration will be listed\u00a0as one of your workspace configurations and you will be redirected to the workspace configuration&#8217;s settings page.\n<ul class=\"wp-block-list\">\n<li>To access this page you need to have appropriate permissions on <a href=\"https:\/\/staging-help.metashare.com\/en\/get-started\/definition-of-columns-and-content-types\/#definition-of-the-content-type-hub\">SharePoint&#8217;s content type hub<\/a>. To view information from the hub you at least need &#8220;Read&#8221; permissions. If you also want to modify MetaShare&#8217;s document metadata (site columns&nbsp;and&nbsp;site content types), you need &#8220;Full Control&#8221; permissions on the hub. If you do not have any of these permissions, you will get this message when opening any of the workspace configurations:<br><img loading=\"lazy\" decoding=\"async\" width=\"660\" height=\"330\" class=\"wp-image-513\" style=\"width: px;\" src=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/image-364.png\" alt=\"Message indicating that you do not have permissions to the content type hub\" srcset=\"https:\/\/staging-help.metashare.com\/wp-content\/uploads\/image-364.png 660w, https:\/\/staging-help.metashare.com\/wp-content\/uploads\/image-364-300x150.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><br>Use one of the yellow-marked links to assign you these permissions. If you do not have permissions to assign these permissions you will have to send the links to an administrator that has these permissions.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>To apply general settings on the workspace configuration, follow <a href=\"https:\/\/staging-help.metashare.com\/en\/adminmanual\/how-to-apply-general-settings-on-a-workspace-configuration\/\">these instructions<\/a>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Follow these steps to create a new workspace configuration:<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":10687,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":{"0":"post-93","1":"page","2":"type-page","3":"status-publish","5":"no-featured-image-padding"},"_links":{"self":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/93","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/comments?post=93"}],"version-history":[{"count":16,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/93\/revisions"}],"predecessor-version":[{"id":10921,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/93\/revisions\/10921"}],"up":[{"embeddable":true,"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/pages\/10687"}],"wp:attachment":[{"href":"https:\/\/staging-help.metashare.com\/en\/wp-json\/wp\/v2\/media?parent=93"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}