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Workspaces

Navigate workspaces to manage groups/teams within your organization.

Updated over 4 months ago

Welcome to workspaces.

Workspaces are created to view and manage statistics for specific groups/teams within your organization.

To get started, this article will guide you through:


1. How to create a workspace

Note: Only owners and admins can create and manage workspaces.

  1. Start: In the sidebar, click on the “+” icon to begin creating a new workspace.

  2. Configure:

    • Enter a name for your workspace (you can always rename afterwards)

    • Confirm: Click "Create workspace" to complete the setup.


2. Managing workspaces (adding/removing members):

  1. Settings access: Click the settings icon in your workspace.

  2. Modify members/profiles:

    • Click “Add” to include new members or profiles.

    • Click “Remove” to delete members or profiles from the workspace.

FAQ: What is the difference between members and profiles? Find out here.


Recommendation: Use the search icon to quickly find member to add by name.



3 - CSV Export for advanced reporting

Easily download your post data as a CSV file for more advanced analysis and reporting.

Navigation: The export option is located to the right of the time period selection.

Recommendation: Use this feature to perform detailed analyses and create comprehensive reports based on your post performance data.

The Shield team

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