Common Components Help

AEF Help

Editing Workspace Details

The owner of a workspace can edit the basic information for a workspace and assign ownership to someone else. When you assign someone else as the owner, that person receives Workspace Lead and Create Route accesses. You retain these accesses but are no longer listed as the owner and therefore can no longer perform owner-only tasks, such as editing workspace details, reassigning ownership, and archiving.

To edit the details for a workspace

1. From the My View page, click the Name of the workspace.

Or

Click My Desk > Team > Workspaces. Then click the Name of the workspace. If the workspace is not active, make sure All is selected from the drop-down list.

2. From the Properties page, click Edit Details from the page Actions menu.

The Edit Workspace Details page opens.

3. Change the Name for the workspace, as needed.

Do not use a name that has already been used for a workspace created for your company. All members will use this name to access and work with the workspace.

4. Change the Image for the workspace. Click the Browse button. From the Choose a File dialog box, choose or change the Image file (.gif, .jpg, .html, or .htm) to represent the workspace.
5. Use the Owner box to make any other user from your company the owner of the workspace. Be aware that if you make someone else the owner, you will no longer be the owner and therefore will not be able to change ownership again.
1. Click next to your name in the Owner field.
2. From the list of people from within your company on the Select Workspace Owner page, choose the new owner and click Done.

The Edit Workspace Details page refreshes to show the new owner instead of your name.

6. Use the Buyer Desk box to assign, change, or remove the Buyer Desk association for the workspace:
• To associate the workspace with a Sourcing Central Buyer Desk or change the current association to another Desk, click and select a Buyer Desk created for your company. You can only associate one Buyer Desk with a workspace and you can only associate Buyer Desks that have not already been associated with a workspace.
• To remove the association with a Buyer Desk, click Clear.

If you remove a Buyer Desk association, all of its buyers are removed as members of the workspace. If you change the association, the system removes all members of the previously-associated Buyer Desk and adds buyers from the new Buyer Desk. If you disconnect a Buyer Desk and one of the assigned buyers is the workspace owner or a route member, the system changes the person's member type from Buyer Desk Person to Person and does not remove the person. If you associate a Buyer Desk with an assigned buyer who is also added individually to the workspace, the system treats the person as a Buyer Desk Person, which means the person cannot be removed individually from the workspace and if the Buyer Desk is disconnected, the system removes the person (unless the person is the workspace owner or a route member).

7. Revise the Description as needed.

The description typically reflects the intent or purpose of the workspace. For example, specify the type of data the workspace will manage.

8. Click Done.

If you made someone else the owner, the links available only to the owner are removed, such as the Edit Details, Push Subscriptions, and Archive links.