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create a Workspace in my Portal for a Customer
Solution
You must be an Account Level Moderator to create a Workspace.
Login to your Portal.
Click on the interface's 'Home' button in the top-left.
Click on the 'Create A Workspace' button to the right.
Enter a Workspace name relative to how you reference the Customer (full name, company name, nickname, account id, it's up to you).
DO NOT select the 'Data Room' option unless the Site Admin has specifically instructed you to do so.
Click 'Create'.
Article details
(4)Related articles
add a new Customer to my Portal overview
Invite a Customer to their Workspace in my Portal
What can't I do? (having to contact the Site Admin) in my Portal [owners]
What are paid-seats/Account Moderators of my Portal, and how is that billed?
I'm a new user/customer, what should I expect?
my Portal, what should a User I Invited expect?
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Invite a Customer to their Workspace in my Portal
What can't I do? (having to contact the Site Admin) in my Portal [owners]
What are paid-seats/Account Moderators of my Portal, and how is that billed?
I'm a new user/customer, what should I expect?
my Portal, what should a User I Invited expect?
I forgot my Workspace password
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