How Can I Create A Company Workspace?

Company Workspaces allow you to create Workspaces that will be easily viewable to all of your user base. These enable you to define the access levels for each PatSnap user in your company or groups at a time. 

These help keep your company's knowledge centralized and available, ensuring that all your users stay informed, even through organizational and other changes. They help improve collaboration by increasing transparency of company-level work. 

This feature requires you to have an admin designated to your account. If you do not have anyone setup in this role, we would recommend for you to speak to your account manager if you are interested in doing it. You can find more details about setting this up in the following article: Admin Guide For User Management.

The experience with Company Workspaces can be split between the company admin who is setting it up and everyone else who receives the Workspaces.

Company Admin

As a company admin, you can create a Workspace by first clicking on "Create a new Workspace" from the Workspace main page.

Once you have done this, you will then want to select "Company workspaces" from the 2 options available here. You can give the Workspace a name and icon from here.

You can then give your pre-defined user teams different permission levels for the Workspace. These teams can of course just be individual users as well.

The three permission levels available are "Read Only" and "Editor" and "Administrator". "Read Only" allows the recipient to only view patents, comments and custom fields whereas "Editor" allows them to edit comments and custom field values and modify patent lists. "Administrator" allows the recipient to have all permissions within a company workspace, which includes the ability to create new custom fields.

You also have the ability to create a company Workspace by transferring over a personal Workspace. When transferring, the comments, alerts and custom fields can be included.

Once this transfer is complete, the Workspace will be removed from your list of personally owned Workspaces.

All other users

If you are a recipient of Company Workspaces, you will see the Workspaces that have been created for you within the "Company workspaces" area along with the permission level you have been provided with.

Once you go into the Workspace, it will become clear what you are and aren't able to do within it.

"Read Only"  users do have the ability to "Copy to" the list or singular applications to their own personal workspace for further editing, but have no ability to remove or edit the original Company Workspace patent list itself. "Editor" and "Administrator" have the ability to remove and edit original company workspace patent lists.

Differences between Company and Regular Workspace

There are a few differences between Company Workspaces and Regular Workspaces (My Workspaces and Shared Workspaces), some of the key points are as follows:

• Only a company admin can create a Company Workspace, whereas any user within the organisation can be given admin rights for a company workspace.
• Any user with Analytics access can create a Regular Workspace.
• The sharing/access permissions for the two types of Workspace slightly vary. You can read about the sharing permissions for a regular Workspace in the following article: How Do I Share Or Save A Workspace?
• You can transfer a Regular Workspace to a Company Workspace but not vice versa.