Create Workspaces

Note:  Users with permissions to create and edit workspaces can create workspaces. For more information, see Define Security Roles for Business Users.

This section provides the procedure for creating workspaces as a bot author. The steps might be slightly different based on the security role assigned to your user.

Step 1. Add workspace

To create a workspace, In DRUID Portal follow these steps:

  1. From the Bot menu, select the desired DRUID Bot.

  2. From the Workspace menu, select Create new workspace. The Create new workspace page appears.

  3. Provide a Name and Initials for your workspace. Both fields are mandatory. The Initials will be used for the workspace icon.
  4. Click Save. The workspace configuration page appears on the Details tab.

  5. You can set the style of the workspace icon (background color and font color) using the color selectors.
  6. Control the visibility of the webchat widget on web views and forms by using the Show webchat icon setting. By default, it is enabled.
  7. Save the changes.

Step 2. Define the workspace menu

Click the Links tab. From this section you define your workspace main menu and thus the information that will be accessible to the business users in the workspace. The items within the workspace are subsets of items in the DRUID Portal menu. You can add the following items to a workspace:

Type Item
Dashboard

You can add the Bot Summary (Dashboard), Live Chat dashboard or a custom dashboard you created.

Note:  The business users who are granted access to the workspace should have read privileges to the Dashboard; otherwise, they won’t be able to see it.
Entity

Select a specific entity to make it accessible from the workspace menu. Customize each workspace with a specific view and form to align with different business needs.
Chat

Choose the live chat version to be available in the workspace. Options include Chat and Live Chat.
Page

Select the page to be accessible in the workspace. Available pages include:

  • LiveChatAgents
  • LiveChatQueues
  • Translations

Note:  The business users who are granted access to the workspace should have read privileges for these pages to view them in the workspace.

Click Save.

Step 3. Define your workspace security

Click the Security tab. This page displays only the security roles who have at least one permission to Workspaces. Click the Used By section and select the desired security roles.

DRUID Portal users who have been assigned with the security roles you select here, will have access permissions to the workspace based on their security role permissions. For information on how to grant access to Workspaces, see Define Security Roles for Business Users.