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doc: Add "Managing Workspaces" Guide #614
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--- | ||
title: Managing Workspaces | ||
description: "Learn how to create, edit, delete, and configure your Workspaces." | ||
weight: 7 | ||
categories: [Spaces] | ||
--- | ||
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This guide walks you through the practical steps of managing your Workspaces. Here, you'll learn how to create, edit, and delete Workspaces, as well as how to manage access by assigning teams and resources like Environments, Designs, and Views to them. | ||
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If you're new to the concept of Workspaces, we recommend starting with the [Workspaces Overview](/cloud/spaces/workspaces/) to understand what a Workspace is and how it relates to key components like Environments, Designs, and Teams. | ||
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{{< alert type="info" title="A Note on Permissions" >}} | ||
Every action described in this guide is governed by roles and permissions. To see a detailed breakdown of what your assigned role allows you to do, please refer to the [Default Permissions](/cloud/reference/default-permissions/) documentation. | ||
{{< /alert >}} | ||
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### View Workspaces | ||
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The [Workspaces page](https://cloud.layer5.io/spaces/workspaces) is where you can see all of the workspaces within the currently selected organization. | ||
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> To suit different workflows, you can switch between two distinct layouts: a visual [grid view](#grid-view) and a detailed [table view](#table-view). | ||
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#### Grid View | ||
The grid view offers a card-based layout, perfect for quickly identifying workspaces at a glance. Each card displays essential information, and you can flip it to reveal management options like editing or deleting and get audit history. | ||
 | ||
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#### Table View | ||
The table view provides a dense, list-based format that is ideal for managing a large number of workspaces. This view allows for sorting and gives you more control over the specific details you see. | ||
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To customize the information displayed, click the **View Columns** icon and select the attributes you want to see, such as Owner ID or Created Date. | ||
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 | ||
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{{< alert type="info" title="Consistent Actions Across Views" >}} | ||
Both the grid and table views provide the same set of management capabilities. You can choose the layout that best fits your needs without losing any functionality. | ||
{{< /alert >}} | ||
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### Create a Workspace | ||
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Creating a new workspace allows you to manage resources, and define team access. | ||
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{{< alert type="info" title="Permissions Required" >}} | ||
Only users with the Workspace Admin or Organization Admin role can create new workspaces. | ||
{{< /alert >}} | ||
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To create a workspace: | ||
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1. Click the **+ Create** button to open the creation Dialog. | ||
2. From the dropdown menu, select the **Organization** that will own the new workspace. The chosen Organization **cannot be** changed after the workspace is created. Please select carefully. | ||
3. Enter a descriptive **Name** and an optional **Description**, then click **Save**. | ||
4. Your new workspace will now appear on the page. | ||
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 | ||
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### Edit a Workspace | ||
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You can modify a workspace's name and description at any time after it has been created. | ||
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- **From the Grid View:** Flip the workspace card, then click the **pencil icon**. | ||
- **From the Table View:** Click the **pencil icon** in the row of the workspace you wish to modify. | ||
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 | ||
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### Delete a Workspace | ||
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You can delete a single workspace or multiple workspaces at once. | ||
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- **To delete a single workspace:** | ||
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- From the **Grid View**, flip the workspace card, then click the **trash can icon**. | ||
- From the **Table View**, click the **trash can icon** in the row of the workspace you wish to delete. | ||
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- **To delete multiple workspaces (Grid View only):** | ||
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1. Select the checkboxes on the cards of the workspaces you want to delete. | ||
2. Click the **Delete** button that appears at the top of the page. | ||
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 | ||
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{{< alert type="info" title="Deletion Restrictions" >}} | ||
Meshery requires at least one workspace to exist within an organization at all times, so you cannot delete the last remaining workspace. | ||
{{< /alert >}} | ||
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#### Workspace Deletion Behavior | ||
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{{< alert type="danger" title="What Happens When a Workspace is Deleted?" >}} | ||
Deleting a Workspace will permanently delete the Workspace itself and its associated Designs and Views. | ||
{{< /alert >}} | ||
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When a Workspace is deleted: | ||
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- Deletion is **permanent and irreversible**. Proceed with caution. | ||
- Before deletion, users have the option to transfer associated Designs and Views to another Workspace. | ||
- If no transfer is made, all associated Designs and Views will be permanently deleted along with the Workspace[^1]. | ||
- Any associated Teams or Environments will be detached from the Workspace but will remain available for reassignment. | ||
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### Assign Teams to a Workspace | ||
Assigning teams is the way you grant users access to a workspace. Once a team is assigned, its members can access all of the Designs, Views, and Environments linked to that workspace. | ||
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 | ||
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You can open the team management Dialog from either the grid or table view. | ||
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- **From the Grid View:** Click the **Teams** tile. | ||
- **From the Table View:** Click the **Teams icon** in the workspace row. A list of currently assigned teams will appear. From there, click the **Assign Team** button to open the assignment Dialog. | ||
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Inside the assignment Dialog, you will see two lists: **Available Teams** on the left and **Assigned Teams** on the right. | ||
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1. Select one or more teams from either list. | ||
2. Use the arrow buttons to move the selected teams between the lists: | ||
- **>** Assigns a selected team. | ||
- **<** Unassigns a selected team. | ||
- **>>** Assigns all available teams. | ||
- **<<** Unassigns all assigned teams. | ||
3. Click **Save** to apply your changes. | ||
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{{< alert type="info" title="Team and Workspace Relationships" >}} | ||
You can assign multiple teams to a single workspace, and a single team can also be a member of multiple workspaces. This provides flexible access control across your projects. For more restrictions, see [Workspaces documentation](/cloud/spaces/workspaces/). | ||
{{< /alert >}} | ||
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### Link Environments to a Workspace | ||
When you link an [Environment](/cloud/spaces/environments/) to a Workspace, you make all the connections (like those to Kubernetes clusters or databases) grouped within that Environment available. This means any team members with access to that Workspace can then deploy their applications or configurations to the resources. | ||
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The process of linking environments is almost the same as assigning teams. | ||
 | ||
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{{< alert type="info" title="Many-to-Many Relationship" >}} | ||
An Environment can be linked to multiple Workspaces, and a Workspace can have multiple Environments. This allows you to share common environments across different projects. | ||
{{< /alert >}} | ||
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### Move Designs and Views Between Workspaces | ||
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Unlike Environments, every Design and View **must belong to exactly one Workspace at all times.** | ||
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When you create a new Design, it is automatically added to your current Workspace. Therefore, you don't "link" them in the same way you link an Environment; instead, you **move** them from one Workspace to another. | ||
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#### How to Move a Design or View | ||
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1. Click the **Designs/Views** tile on the Workspace card (or the equivalent icon in the table view) to open the management Dialog. | ||
2. Inside the Dialog, select the Design(s) or View(s). | ||
3. Use the arrow buttons to move the selected Design(s) or View(s) to the target workspace. | ||
4. Click **Save**. | ||
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 | ||
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{{< alert type="info" title="Exclusive Ownership" >}} | ||
A Design or View can only exist in one Workspace at a time. Moving it to a new Workspace will automatically remove it from its original location. For more detailed information, see [Workspaces documentation](/cloud/spaces/workspaces/). | ||
{{< /alert >}} | ||
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### View Recent Activity | ||
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Meshery keeps a detailed audit log for each workspace, allowing you to track all significant events. This is useful for maintaining security and troubleshooting issues. | ||
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 | ||
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The activity log captures a variety of events, including: | ||
- The creation or deletion of the workspace. | ||
- Updates to the workspace's name or description. | ||
- The assignment or unassignment of Teams. | ||
- The linking or unlinking of Environments. | ||
- The movement of Designs or Views between workspaces. | ||
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At the bottom of the log, you will also find timestamps for when the workspace was initially created and when it was last updated. | ||
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{{< alert type="info" title="Putting It All Together: A Hands-on Guide" >}} | ||
To see how managing a Workspace fits into a complete, end-to-end workflow, follow the [Using Workspaces Effectively](https://cloud.layer5.io/academy/learning-paths/mastering-meshery/introduction-to-meshery?chapter=using-workspaces-effectively) learning path. | ||
{{< /alert >}} | ||
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[^1]: This functionality is not fully implemented yet. Users might occasionally observe that designs and views are preserved after Workspace deletion. |
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It is implied, but not directly stated that all designs and views within the workspace will be deleted along with the workspace itself. It might be good to explicitly state this upfront.