Managing workspaces
Updated in 2025
Imagine your HR department work with multiple organizations all over the world. For security or secrecy reasons, you may want to restrict access of your HR specialists to some other services of your company. You can achieve that by using workspace classifiers (formerly referred to as data segment) in your workflow. You assign special workspace to different Alloy Navigator objects, configure your business processes using these workspaces and grant access to particular workspaces through specifying technician's security role. In our example, you can enable specialists of Human Resources to work only with those tickets that were related with their team and filter out other objects and services.
To proceed with the example and manage processes with workspaces, use the following algorithm:
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Create a new workspace value. For, example, HR.
INFO: For details, see Adding Values to Workspaces.
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Create a new Create Action ("New HR Ticket") for submitting HR Tickets. Then program auto-assignment of the HR value to the Workspace fields of newly created Tickets.
INFO: For details, see Adding Interactive Create Actions.
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Create a new technician's security role that gives the following permissions:
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The permission to work with all Tickets assigned to the HR department
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The access scope to work with the HR workspace
INFO: For details, see Creating and Maintaining Security Roles.
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Add technician accounts of your HR specialists to the specially created security role.
INFO: For details, see Adding Security Role Members.
NOTE: By default, all Alloy Navigator objects are marked as the IT workspace. Any security role member is granted with access to this workspace. If you want to change the default settings, make up your own list of workspaces and change the access scope of particular security roles as needed. For details, see Controlling the Access Scope.
The General > Workspaces section displays the list of currently available workspaces and allows you to set up the list as follows: