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How to edit and delete a Workspace

Editing and deleting workspaces

Written by Jay Langridge

Workspaces can be edited or deleted using the two icons in the workspace overview tab.


How to delete a workspace

From the workspace list, use the tick boxes to select the workspace(s) you wish to delete, then select 'Delete Workspaces' from the 'Apply selection to' drop-down:

A message prompt will inform you of any Market Intelligence, Reports, or Visibility Indexes that may be modified or removed as a result of removing the workspaces and ask you to confirm this before deleting.

NOTE: Removing a workspace is final - deleted workspaces cannot be recovered.


How to edit a workspace

Click on the actions icon for the workspace you wish to edit and select an option under Management Actions:

Edit details

From here, you can change:

  • Name

  • Description

  • Currency - this converts the currency and values of the market data shown in Position Explorer Table. Use this to reflect the currency of the workspace's market, your local currency or any other currency.

  • Tracking:

    • Track continuously

    • Pause the workspace's tracking

    • Schedule an end date for the workspace's tracking

Add terms

From here, you can add terms to the workspace.

Manage search engines

Use Manage search engines to add or remove search engines the workspace is tracking. Click '+ Add search engines' to select new search engines, or click 'X' in the Actions column to remove a search engine.

Note: Adding a search engine will consume more tracking quota.

Removing a search engine is an effective way to free up tracking quota.

Pause

This pauses tracking on the workspace. No more data will be tracked on the workspace whilst preserving the workspace's data structure and historical data. This allows you to revisit the data as a historical reference. If you need current data later, you can resume tracking. Pausing tracking on a workspace is also an effective way to free up tracking quota.

Duplicate

Tracking history

Use this page to see the tracking history of the workspace. See when search terms were added or deleted and by which team member.

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