Assign Person Partitions to Workspaces

Here’s how to edit the person partition / workspace assignments:

1. Under Admin, click on Workspaces & Partitions.

1. Select your workspace and click Edit Workspace.

   

2. Edit the person partition information you want to change.

   NOTE

   The All Person Partitions checkbox indicates that this workspace has access to all person partitions in the system.

   

   Primary person partitions are the default where all peoples will be entered. Use flow steps or assignment rules to move people around.

3. Click Save.

   

   After saving, you should see the changes!

   

Congratulations! You have successfully edited your workspace!