How to Create and Manage Workspaces

This article explains how to create and manage workspaces in Delta eSourcing, and how to add or remove members. Workspaces help you organise your procurement activities by team, department, or project.

Managing Workspaces and Users

This article explains how to create and manage workspaces, add or remove users, and maintain organised project groups within your system.

Creating a Workspace

Step 1 – Create a New Workspace

4. Click Create Workspace or Create Project
5. Enter a name for the workspace
6. Add a description to help users understand the purpose of the workspace
7. Click Save to create the workspace

Managing Workspace Members

Step 2 – Add a User to a Workspace

8. Open the workspace you wish to manage
9. Click Add User or Invite User
10. Search for the user by name or email address
11. Select the user from the search results
12. Choose the role the user should have within the workspace
13. Click Save to add them
14. The user will now have access to tenders and activities within this workspace

Step 3 – Remove a User from a Workspace

15. From the workspace members list, find the user you wish to remove
16. Click Remove next to their name
17. Confirm the removal when prompted
18. The user will no longer have access to this workspace's activities, but their account will remain active on the system

Editing a Workspace

19. Click on an existing workspace to open it
20. Update the name, description, or member list as needed
21. Click Save to apply your changes

Transferring Assets Between Users

If a user is leaving your team and has active tenders or documents assigned to them, you can transfer their assets to another user. See the Asset Transfer article for more details.

Best Practices

• Use clear, descriptive names for workspaces so users can easily identify them
• Keep workspaces organised by department, project, or procurement category
• Regularly review workspace membership to ensure only the right people have access
• When a project is complete, consider archiving the workspace to keep your list tidy

Need Help?

If you experience any issues, please contact our helpdesk.