Managing Workspaces

This guide walks you through the practical steps of managing your Workspaces. Here, you’ll learn how to create, edit, and delete Workspaces, as well as how to manage access by assigning teams and resources like Environments, Designs, and Views to them.

If you’re new to the concept of Workspaces, we recommend starting with the Workspaces Overview to understand what a Workspace is and how it relates to key components like Environments, Designs, and Teams.

View Workspaces 🔗

The Workspaces page is where you can see all of the workspaces within the currently selected organization.

To suit different workflows, you can switch between two distinct layouts: a visual grid view and a detailed table view.

Grid View 🔗

The grid view offers a card-based layout, perfect for quickly identifying workspaces at a glance. Each card displays essential information, and you can flip it to reveal management options like editing or deleting and get audit history.

Table View 🔗

The table view provides a dense, list-based format that is ideal for managing a large number of workspaces. This view allows for sorting and gives you more control over the specific details you see.

To customize the information displayed, click the View Columns icon and select the attributes you want to see, such as Owner ID or Created Date.

Create a Workspace 🔗

Creating a new workspace allows you to manage resources, and define team access.

To create a workspace:

1. Click the + Create button to open the creation Dialog.
2. From the dropdown menu, select the Organization that will own the new workspace. The chosen Organization cannot be changed after the workspace is created. Please select carefully.
3. Enter a descriptive Name and an optional Description, then click Save.
4. Your new workspace will now appear on the page.

Edit a Workspace 🔗

You can modify a workspace’s name and description at any time after it has been created.

• From the Grid View: Flip the workspace card, then click the pencil icon.
• From the Table View: Click the pencil icon in the row of the workspace you wish to modify.

Delete a Workspace 🔗

You can delete a single workspace or multiple workspaces at once.

• To delete a single workspace:

  • From the Grid View, flip the workspace card, then click the trash can icon.
  • From the Table View, click the trash can icon in the row of the workspace you wish to delete.

• To delete multiple workspaces (Grid View only):

  1. Select the checkboxes on the cards of the workspaces you want to delete.
  2. Click the Delete button that appears at the top of the page.

Workspace Deletion Behavior 🔗

When a Workspace is deleted:

• Deletion is permanent and irreversible. Proceed with caution.
• Before deletion, users have the option to transfer associated Designs and Views to another Workspace.
• If no transfer is made, all associated Designs and Views will be permanently deleted along with the Workspace¹.
• Any associated Teams or Environments will be detached from the Workspace but will remain available for reassignment.

Assign Teams to a Workspace 🔗

Assigning teams is the way you grant users access to a workspace. Once a team is assigned, its members can access all of the Designs, Views, and Environments linked to that workspace.

You can open the team management Dialog from either the grid or table view.

• From the Grid View: Click the Teams tile.
• From the Table View: Click the Teams icon in the workspace row. A list of currently assigned teams will appear. From there, click the Assign Team button to open the assignment Dialog.

Inside the assignment Dialog, you will see two lists: Available Teams on the left and Assigned Teams on the right.

1. Select one or more teams from either list.
2. Use the arrow buttons to move the selected teams between the lists:
   • > Assigns a selected team.
   • < Unassigns a selected team.
   • » Assigns all available teams.
   • « Unassigns all assigned teams.
3. Click Save to apply your changes.

Link Environments to a Workspace 🔗

When you link an Environment to a Workspace, you make all the connections (like those to Kubernetes clusters or databases) grouped within that Environment available. This means any team members with access to that Workspace can then deploy their applications or configurations to the resources.

The process of linking environments is almost the same as assigning teams.

Move Designs and Views Between Workspaces 🔗

Unlike Environments, every Design and View must belong to exactly one Workspace at all times.

When you create a new Design, it is automatically added to your current Workspace. Therefore, you don’t “link” them in the same way you link an Environment; instead, you move them from one Workspace to another.

How to Move a Design or View 🔗

1. Click the Designs/Views tile on the Workspace card (or the equivalent icon in the table view) to open the management Dialog.
2. Inside the Dialog, select the Design(s) or View(s).
3. Use the arrow buttons to move the selected Design(s) or View(s) to the target workspace.
4. Click Save.

View Recent Activity 🔗

Meshery keeps a detailed audit log for each workspace, allowing you to track all significant events. This is useful for maintaining security and troubleshooting issues.

The activity log captures a variety of events, including:

• The creation or deletion of the workspace.
• Updates to the workspace’s name or description.
• The assignment or unassignment of Teams.
• The linking or unlinking of Environments.
• The movement of Designs or Views between workspaces.

At the bottom of the log, you will also find timestamps for when the workspace was initially created and when it was last updated.