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Provisioning A Workspace

How to Use and Provision Workspaces in Falu

The basic function of a workspace is to store and organize your Falu content.

It is only within a given workspace that one accesses the various functions of Falu through the Dashboard and collaborate with others in their team by managing user access and rights.

dashboard-workspace-intro

Workspace Modes: Test and Live

  • Test mode: meant to help with understanding, experiencing and testing the product down to every detail.
  • Live mode: very similar to Test Mode, but with only one key difference: In live mode, one actually executes an action that leads to the intended results. For example, one can actually verify customer identities, send and receive messages, and process payments.

The same processes can be done within the test environment using test data, but with no cost implications.

Provisioning a Workspace

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Before you begin

Falu does not have a default workspace provisioned. If, after sign in, you do not have access to a workspace, you will be prompted to create one.

However, if more than one person will be accessing your content, then you should create a dedicated workspace and invite the other members of your team as collaborators.

Steps to Create a Workspace

  1. In a given workspace environment, click on Create New Workspace

    dashboard-workspace-create

  2. Fill out the following fields in the Basics step:

    dashboard-workspace-business-select

    • Workspace Name: Give the Falu workspace a name. For example, tingle_software
    • Select the business type that is appropriate for the new workspace. One can choose from among four options: Individual, Company, Non-Profit Organization, or Governmental Institution.

    Refer to the Entity Types documentation for more information regarding your business type.

  3. Depending on the selected business type, fill in the details in the About page. For example, below is the information of a fictitious company.

    dashboard-workspace-about

  4. Proceed to the Profile page and fill in the appropriate details.

    dashboard-workspace-profile

  5. Click on the Submit & Finish button to complete the process. A page displaying the input details will be shown for you to confirm their correctness. You can go back and edit the responses should you spot any errors. After confirming that all the details are, indeed, correct, re-click on the Submit & Finish button.

    dashboard-workspace-submit

  6. A new workspace bearing the input details will be created for you automatically for use in Test mode. Once the given information is validated, the workspace can be approved for use in Live mode.

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If you are creating new workspaces from an existing one, make sure the existing workspace is on Test mode. Otherwise, Step 6 above will fail.