What are account workspaces?

Account workspaces are important if you need to partition projects, users, or re-usable content (proposal knowledge or RFP libraries). 
 
This feature is geared towards large companies with multiple divisions, global locations, and differing languages organizations with distinct product lines, or firms that consult with individual clients. 

Workspace Overview

Workspaces are great for keeping projects, users, and content separate. If you are a large company with many divisions, you can create sub-accounts for each business unit…or solution area. RFP360 is different from other RFP management platforms by offering account workspace features.

Workspace Structure

Workspaces for Divisions

If your company has multiple divisions, such as geographically separate groups, workspaces can help you localize projects and users. You can create RFPs, proposal, users, and content at the Master account level. This content will be accessible to all sub-accounts. 
 
If you want to localize content, setup sub-accounts for each division or operating group. Users in each of these sub-accounts cannot see the activity in their sibling sub-accounts. 
 
In this example, users, projects (RFPs or proposal), and knowledge will be partitioned from the European and North American users. And you can make additional sub-accounts for product lines or other organizational groups within those sub-accounts. The workspaces just keeps going. But you can look up and down the ‘tree’, just not side-to-side. So a European user can be completely partitioned from the North American sub-account.

Workspaces for Consultants

Are you a consultant who helps clients write RFPs or craft proposals? If so, you can create a workspace structure to keep client work separate. When you set up clients as users in sub-accounts, they cannot see activity in other client accounts. So you can create/manage RFPs for your procurement clients or create a separate knowledge library if you are a professional proposal-writer. 

Knowledge Management with Workspaces

Let’s you have some hierarchies for your marketing teams around the world. You can create proposal knowledge in a sub-account for, say, the US operations. When you create a proposal in that US sub-account, the search engine will search for content in the knowledge library of that sub-account, and sub-accounts under your account, and your master account. 
 We call this searching ‘up and down the tree’. But your search will not include content from your sibling sub-accounts. So you won’t find any results from your European marketing counterparts.

User Control with Workspaces

Lastly, your users have restrictions when you use the hierarchy feature of RFP360. As a master account user, you can look down into the activity of your sub-accounts and navigate into any of the sub-accounts. But a user tied to a specific sub-account cannot navigate up or side-ways to a sibling account.

How to access Account Workspaces in RFP360

You can access account workspaces from the side navigation panel. 

To view an account, simply click on the workspace or sub-workspace that you’re currently in.



This will pop open a modal where you can search for and select a sub-workspace to enter, depending on your permissions. For example, if you’re a user on the parent workspace level, you’ll be able to select any of the sub-workspaces below you.



Note: the workspace or sub-workspace that’s highlighted blue is the one you’re currently in.