How to manage workspaces in Marfeel Analytics

Workspaces in Marfeel let you organize reports, control access, and deliver data to the right stakeholders. This guide covers every management action available: creating, organizing into folders, sharing, cloning, and pinning workspaces, along with user roles and data permissions.

Creating workspaces

Creating directly

1. Go to the Workspace Overview and click on New workspace.

2. Enter a name, choose the level of access and editing capabilities you want your workspace to have, and click Save.

When saving a report

1. You can also create a new workspace when you save a report. You will be prompted to do so and will follow the same process described above.

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Browsing workspaces

The Workspace Overview groups your workspaces into tabs. Each tab shows its workspace count, and Created by me opens by default.

Tab	What it shows	Who sees it
Created by me	Workspaces you created, organized in your own folders	Everyone
Shared with me	Workspaces shared with you or your teams, plus folders shared with you and everything inside them	Everyone
Marfeel	Template workspaces built by Marfeel, ready to clone into your account	Users with access to Marfeel workspaces
All	Every workspace in the account, organized in organization folders	Users with workspace management permissions, such as Admins

What you can do from the list depends on the tab:

Action	Created by me	Shared with me	Marfeel	All
Organize folders		-	-
Share folders		-	-
Edit or delete workspaces from the … menu		-	-
Clone workspaces from the … menu		-
Star workspaces

The Shared with me tab is read-only: you see the folder structure the owner created, but you can’t rename, move, or reorganize it. Open a workspace to work with it according to your role.

The Workspaces section of the left sidebar links to every tab you have access to, and its Last used list shows the workspaces you used most recently, including the ones you can reach through a shared folder.

Organizing workspaces into folders

Folders group related workspaces so a long list stays manageable. Group them by team, by topic, by client, or by any system that fits how you work.

Where you create folders determines who sees them:

• Created by me: Your personal folders. Only you see them until you share a folder.
• All: Organization folders, managed by users with workspace management permissions. Other users only see an organization folder if it’s shared with them.

Workspaces that aren’t in any folder appear at the top level of the list, below the folders.

Adding workspaces to folders

1. Click the … menu at the end of a workspace row and select Manage folders.

2. Check the folders the workspace should belong to. To create a new one, click New folder, enter a name, and confirm. A new folder is created inside the folder you have selected, or at the top level if none is selected, and starts checked.

   

3. Click Save. A confirmation message appears and the workspace shows up inside the selected folders.

A workspace can belong to several folders at once. To take a workspace out of every folder, uncheck all of them and click Save: it returns to the top level of the list.

To move several workspaces at once, select them with the checkboxes, click Actions next to New workspace, and choose Add to folders.

Nesting folders

1. Click the … menu on a folder row and select Manage folders.
2. Check the folder or folders it should live inside. A folder can’t be placed inside itself or one of its own subfolders.
3. Click Save.

Uncheck every parent to move a folder back to the top level.

Renaming and deleting folders

• Rename: Click the … menu on a folder row, select Rename, type the new name, and confirm. Folder names must be unique among folders at the same level.
• Delete: Click the … menu on a folder row and select Delete. This deletes the folder and all of its subfolders.

Deleting a folder never deletes the workspaces inside it. Workspaces that aren't in any other folder return to the top level of the list. If the folder was shared, the people who had access through it lose that access. Folder deletion cannot be undone.

Navigating folders

Click a folder’s name to focus on it. The list narrows to that folder’s subfolders and workspaces, and a breadcrumb trail appears above it. Click any folder in the trail to jump back to it, or click Home to see the full list again.

The URL keeps track of the folder you’re focused on, so you can bookmark it or share the link with a colleague who has access.

Sharing workspaces

Sharing workspaces keeps everyone organized and increases productivity by giving teams and stakeholders access to the data they need. For a broader look at how workspaces fit into your analytics setup, see Workspaces Overview.

1. To share a workspace, click on the Share button in the top right.

2. You will be prompted to choose who you wish to share the workspace with. You can search for any colleague or team that has a profile in Marfeel.

3. Finally, you will be asked to choose what level of access you wish to give the people with whom you share the workspace.

User roles

There are three roles users can have in relation to a workspace:

• Owner: Full control over the workspace. Owners can change workspace parameters, share it with other users, clone it, and delete it. They can also add, change, and remove reports, as well as resize reports and change visualization modes on dashboards.

• Co-owner: Identical permissions to the Owner. This role exists to give users other than the creator the ability to manage and edit a workspace without transferring ownership.

• Viewer: Read-only access. Viewers can see the workspace and its reports, including the dashboard view, but cannot edit the configuration.

Note: If you are the owner of a workspace and you give another user the Owner role, you will lose that role yourself. This is appropriate if you want to transfer ownership of a workspace to someone else, but if you only want to give that person admin rights over it you should use the Co-owner role instead.

Permissions

When setting up a workspace, owners can select whether users inherit data access permissions:

• Inherit workspace creator permissions: Users with access to the workspace will see the data as it appears, without restrictions imposed by their role or data restrictions.
• Restrict to user permissions: Users with access to the workspace will only see the data they are allowed to see by their role and data restrictions.

For example, if you select Inherit, a Viewer who is given access to a dashboard by an Analyst will be able to view all the data in that dashboard, regardless of whether they could not view that data elsewhere in Marfeel.

Conversely, if the workspace is set to Restrict, that user would only be able to view the data they could normally view, and any reports containing restricted data would not render for them.

Visit our documentation to learn more about data restrictions.

Sharing folders

Share a folder to give people access to every workspace inside it in one step, instead of sharing each workspace individually. Workspaces you add to the folder later are shared automatically.

1. In the Created by me or All tab, click the … menu on a folder row and select Share.

2. Search for the colleagues or teams you want to share the folder with.

3. Choose the role each of them gets and click Save. A Folder sharing updated message confirms the change.

   

The folder appears in the Shared with me tab of everyone you shared it with, with all its subfolders and workspaces.

How roles carry over to workspaces:

Role on the folder	Role on each workspace inside
Viewer	Viewer
Co-owner	Co-owner
Owner	Co-owner. The creator of a workspace always remains its owner.

Sharing applies to the whole folder tree: a role on a folder also applies to every subfolder and every workspace inside them.

When someone can reach a workspace in more than one way (a direct share, one or several shared folders, or a team), they get the highest of those roles. For example, a user who is a Viewer on a folder but a Co-owner on one of its workspaces can edit that workspace.

Note: Removing someone from a folder, removing a workspace from a shared folder, or deleting the folder removes the access that came through that folder. Direct shares on the workspace itself are not affected. The data each person sees inside a workspace still follows that workspace's permissions setting.

You can only add workspaces you have direct access to (as their creator, through a direct share, or as a workspace manager) to your folders. Placing a workspace in a folder never grants you more access to it than you already have.

Sharing workspace templates with other Marfeel accounts

Marfeel makes it possible to share your workspaces across different Marfeel accounts. This allows analysts to spread their knowledge and know-how to colleagues working at other publications, or for consultants to transfer their analytical frameworks between accounts.

1. To share a workspace template with another account, open the sharing menu and click on Copy dashboard template URL at the bottom.

2. A special template URL will be copied to your clipboard. You can share this link with anyone who wants to replicate your dashboards.

Note: When sharing a dashboard template, the only thing that is shared is the structure and the configuration as a template, not your publication's data. Your data is private and can't be viewed by others.

Pinning workspaces

Pinning a workspace to the menu bar gives you quick access to the workspaces you use most often.

1. Head to the main workspaces panel and click on the ☆ icon on the right of the table to mark the workspace as a favorite and pin it to the menu bar on the left.

You can star any workspace you have access to, in every tab. If you lose access to a starred workspace, it disappears from your starred workspaces.

Cloning workspaces

Cloning is useful when different stakeholders or teams need their own editable copy of a workspace without risk of disrupting others. You can then manage dashboards independently in each clone.

1. To clone a workspace, click on the Clone button in the top right of the workspace screen and confirm. You can also clone it from the … menu of the workspace row in the Created by me, Marfeel, and All tabs.

2. Your cloned workspace will appear in the Created by me tab along with the rest of your workspaces, from which you can edit it, pin it, add it to folders, and share it with others as you please.

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What are the workspace user roles in Marfeel?

There are three roles: Owner (full control including sharing, cloning, and deleting), Co-owner (same permissions as Owner, designed for shared administration), and Viewer (read-only access to the workspace and its reports).

Can I share a workspace template with another Marfeel account?

Yes. Open the sharing menu and click Copy dashboard template URL. The link shares the workspace structure and configuration as a template, not your publication’s data.

What is the difference between Inherit and Restrict data permissions?

Inherit lets users see all data in the workspace regardless of their own role restrictions. Restrict limits users to only the data their role and data restrictions allow them to view.

Can I share a folder of workspaces in Marfeel?

Yes. Open the … menu on a folder row and select Share. Everyone you share it with gets access to every workspace inside the folder and its subfolders. A Viewer on the folder is a Viewer on its workspaces, and a Co-owner or Owner on the folder is a Co-owner on its workspaces. See Sharing folders.

What happens to workspaces when I delete a folder?

The workspaces are not deleted. Workspaces that aren’t in any other folder return to the top level of the list, and people who had access only through that folder lose it. Deleting a folder also deletes its subfolders and cannot be undone.