Onboard a workspace
01What you are going to do #sec_f8c6c13c
Open a governance unit and give it what it needs to function. The gesture itself takes a few minutes; the decisions it freezes deserve to be made before you start.
02What a workspace is, and what it is not #sec_9209a693
It is an autonomous governance unit: an entity that decides its campaigns, within a scope that you define, with the resources you allocate.
It is not a storage folder. Creating a workspace per department because the organizational chart suggests it produces inert entities, without a manager and without a campaign. Create one when someone is ready to be responsible for it.
03The three questions to decide before #sec_48587d43
1. Who will administer it?
This is the question that decides whether it should be created now. A workspace without an active manager is a shell — and the welcome screen will tell you, in "Requires your attention", under the label No active workspace manager defined.
Have the name before you click.
2. What scope?
What the workspace will be able to see: which tenants, which data locations, which domains. This is its boundary.
The Workspaces screen counts incomplete boundaries permanently — Incomplete boundary • 3 . This counter exists because a workspace with an incomplete boundary looks in every way like a normal workspace, except that it governs nothing.
Define the boundary as accurately as possible. A boundary that is too wide gives an entity a view of accesses for which it is not responsible; expanding it later is a simple gesture, retracting it is a difficult conversation.
3. How many credits?
The envelope with which it will launch its campaigns. It is deducted from yours, and the counter on the banner reflects it immediately.
A generous allocation avoids blockages during campaigns; a tight allocation forces prioritization. Neither is bad, but the one that was not chosen is.
04The gesture #sec_268130cd
Workspaces › + Onboard a workspace.
The wizard asks you for the identity of the entity, its boundary, its solutions and workloads, its policies, its features and its credit envelope. Each of these settings can be revised later from the workspace's details page.
05After creation: three things to check #sec_22edb683
The entity exists. It is not yet operational.
1. Is the connection collecting? Data sources › Connections, then Collect. The solutions column of the Workspaces screen displays "No tenant — nothing is collected" as long as this is not the case — and a workspace without data cannot launch any campaign.
2. Can the manager enter? Security & access › Administrators. Check that he is active, not just appointed.
3. Is the boundary complete? Back on Workspaces, the warning chip should have gone down.
These three checks are exactly what the first line of "Requires your attention" will reproach you for not having done.
06Suspend rather than delete #sec_ece193c6
The Workspaces screen filters on three states: All, Active, Suspended.
An entity that ceases its activity is suspended . Its closed campaigns, its decisions and its audit trail remain readable — which is the point: evidence that disappears with the entity that produced it is not evidence.
A forced suspension bears the name of who decided it.
07What you cannot do #sec_c228659b
Launch a campaign for them. You have opened the entity that launches them; you do not take control over it.
Make a review decision. Neither here, nor elsewhere, nor through the API.
If a workspace is not progressing, your leverage is to appoint an active manager, open its boundary, or add credits. Not to do it for them.
08To remember #sec_78f911f3
Three questions before clicking — who administers it, what boundary, what envelope — and three checks after. A workspace created without the six is just another line in the list, and nothing more.
What's next: [maintain the subscription](tuto-souscription-tenir).