How to Create and Organize a Workspace

ERA Workspaces provide centralized environments where teams can store, manage, and collaborate on shared files.

A Workspace can be used for a department, a project, a client, or another group that needs access to common documents.

Why Use Workspaces?

Workspaces help teams:

Creating a Workspace

  1. Sign in to your TERA account.

  2. Navigate to the Workspaces area.

  3. Use the available Workspace creation option.

  4. Enter a clear name for your Workspace.

  5. Complete any additional settings requested by TERA.

  6. Confirm creation.

After creating your Workspace, review its available management options before inviting additional members.

Organizing Workspace Files

A clear folder structure makes it easier for teams to locate documents.

For example, a marketing team could use:

Choose a structure that reflects how your team actually works.

Inviting Team Members

Use the Workspace's membership controls to invite the people who need access.

Assign roles according to each person's responsibilities.

Avoid giving unnecessary administrative access to people who only need to review or contribute files.

Managing Workspace Content

Encourage team members to:

Workspace Ownership

TERA is designed to retain files within a Workspace when team membership changes.

This helps organizations maintain access to shared business files as employees or project members join and leave.

Best Practices