Skip to main content
Version: Next

Workspaces

A workspace is a personal working area in Workstation where you organize tools to perform a specific task or analysis. You can think of a workspace as a canvas that you configure to suit the way you work.

Workspaces are made up of widgets. Each widget serves a specific purpose, such as viewing events, inspecting details, analyzing relationships, or managing collections. For a full list of available widgets and what they do, see Widgets.

By combining widgets within a workspace, you can create focused workflows. For example:

  • Using Events Explorer with Object Details Viewer allows you to find events and inspect their details.
  • Using Collections with Object Details Viewer allows you to review and manage collection (case) data.

Each workspace is personal to you. Changes you make—such as adding widgets, rearranging layouts, or applying filters—only affect your workspace, and do not impact other users. This allows you to tailor workspaces to your own workflows without disrupting others.

Required Permissions
Access to this capability requires the following permissions:
 View & Edit
Workstation
→
Views

Creating Workspaces​

New workspaces can be created as necessary.

To create a workspace:

  1. From the Workstation homepage, click + New Workspace.
  2. In the open modal, enter a Name for the new workspace.
  3. Provide an optional Description to help differentiate the workspace.
  4. Click the Create button to create the workspace.

Once a workspace is created, users can populate it with widgets. Users can create as many workspaces as needed, and can easily navigate between workspaces by clicking any open workspace tab.

tip

Workspaces can be saved as Workspace Templates, which allow other users to create their own personal workspaces using the same layout, widgets, and configuration.

Opening and Closing Existing Workspaces​

Users can open one or multiple workspaces in Cogynt Workstation from the Home page.

To open a workspace:

  1. Locate the workspace you wish to open by its name.
  2. In the bottom-right of the workspace, click Open.
  3. Click the Home page and repeat steps 1-2 as needed to open additional workspaces.

To close a workspace:

  1. At the top center of the screen, locate the workspace tab.
  2. Click the dropdown icon.
  3. Select Close Tab.

You can navigate between workspaces seamlessly to shift the focus of a workflow or build workspaces for specific data analysis.

To navigate to any other open workspace:

  1. At the top-center of the screen, locate the workspace tab you wish to switch to by its name.
  2. Click the workspace tab.

Editing Open Workspaces​

Open workspaces can be edited to change the workspace's name or description.

To edit open workspaces:

  1. From the top navigation, click the dropdown icon on any workspace.
  2. Select Edit. An Edit Workspace Info modal popup opens.
  3. Enter a workspace name.
  4. Change the description as needed.
  5. Click Update to save the changes made to the workspace.

Deleting Workspaces​

If a workspace was created by mistake, or is no longer necessary, it can be deleted.

To delete a workspace:

  1. In the navigation bar, click the Home tab.
  2. Locate the workspace you wish to delete, and click the More menu (⋮) icon to access options.
  3. Click Delete.
warning

Deleted workspaces cannot be recovered. However, deleting a workspace does not delete any events, collections, or any other data.