Creating a new Workspace
The article explains how to create a new workspace in Crunchafi Data Extraction—a folder-like organizational tool for managing financial data collections—by clicking "+ Add Workspace," naming it, optionally adding an engagement code, selecting user access, and then using the workspace to initiate data collections or manage access.
Creating a New Workspace
A workspace is like a folder to organize your data collections.
A workspace can represent an ad-hoc project, a client or engagement, an application (e.g., for a loan), or any other use case where your organization needs to store financial data collected via Crunchafi Data Extraction.
Some benefits of workspaces include:
- Improving your ability to organize and secure client data
- Simplifying how you manage accounting system connections
- Enhancing the views available for historical data collections
Any user can create a workspace by following the steps below:
- 1.Click + Add Workspace in the top-right corner of the workspace list page.
- 1.
Enter a name (required) and engagement code (optional) for the workspace.
- 2.
Select names of other Data Extraction users who should have access. If there are many users, start typing the name into the search field to filter the list.
- 3.
Click Done.
The new workspace appears at the top of the list page. From here, you can initiate a new data collection or manage workspace access.
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