By Liz Hobbs
Every organization is going to divide workspaces differently. That’s one of the things that is so great about PandaDoc, it’s fully customizable to your organization’s workflow!
Think of each workspace as a unique PandaDoc account. The departments or teams within your organization should have their own dedicated workspace. This makes content organization simpler and provides more accurate metrics in your Reporting tab.
Having a tidy workspace helps optimize your workflow so documents can be located quickly and team members can focus more fully on their lanes of expertise.
To optimize productivity start with these four tips:
- Limit the number of admins and managers
- Lock content with “restrict editing” to avoid unwanted edits
- Create custom roles and permission (Enterprise feature)
- Have a dedicated workspace for each department (keep reading for more on this)
By creating multiple workspaces you protect sensitive documents. It keeps only the eyes that need to see on each piece. Users aren’t restricted to only one workspace. They can have different roles in each of them (admin, manager, or team member).
If your organization is global make sure to divide by location as well. This helps eliminate language and currency confusion.
How does your organization divide workspaces? What steps have you taken to create and maintain a tidy workflow?
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