Manage Workspaces in Microsoft Engage Center

The Manage Workspaces feature in Microsoft Engage Center allows administrators to create, edit, link, and delete child workspaces in order to manage access to digital entitlements.

Manage Workspaces tab marked in Microsoft Engage Center.

This feature is available only from a Rollup workspace and is used to manage the child workspaces beneath it. For an overview of workspace types and how Rollup workspaces relate to child workspaces, see Microsoft Engage Center workspaces.

Prerequisites

You must be listed as a Customer Support Manager (CSM) or Customer Success Account Manager (CSAM) on a support agreement to add new agreements or services to a child workspace.

What Manage Workspaces does

Using this feature, administrators can:

Create new child workspaces
Edit existing child workspaces
Link child workspaces together
Delete child workspaces that are no longer needed

Create a workspace

To create a workspace:

Select Create Workspace.
Enter a workspace name.
Select the appropriate services to associate with the workspace.
Add at least two workspace administrators.

Note

When you add an administrator this way, you're adding them specifically as a Managed Administrator. For details about the Managed Administrator role, see Managed Administrator (Rollup-assigned).

Important

If you're a Microsoft employee creating the workspace, make sure you turn the external users toggle switch on (as shown in the following screenshot):
Select Complete to create the workspace and invite the administrators.

Once created, the new workspace appears as a child workspace under the Rollup workspace, and your selected administrators can sign in and manage it.

New workspace visible in list of workspaces.

Edit a workspace

When editing a workspace, you can:

Change the workspace name
Update associated services

Select the three dots on a workspace list item.
Select Edit Workspace.
Rename the workspace as needed.
Edit the workspaces Services as needed.

Update administrators

Add or remove administrators for your workspace as needed.

Note

When you add an administrator this way, you're adding them specifically as a Managed Administrator. For details about the Managed Administrator role, see Managed Administrator (Rollup-assigned).

Select the three dots on a workspace list item.
Select Update Workspace Admins.
Use the search bar to locate a user you want to add, then select them.
After the user is successfully added, you can see them in the administrator list for the workspace you're editing.

To remove an administrator:

Select the X button on an administrator's listing.
The administrator becomes grayed out and is no longer assigned to your workspace.

Link workspaces

Manage workspaces allows administrators to link additional child workspaces under the current Rollup workspace.

This is used when a customer has multiple workspaces—for example, workspaces associated with different agreements—and wants to manage them as a single entity.

Important

A workspace can be linked only if it's not already part of another rollup relationship.

Select Link Workspace
Select an available workspace

Convert to a single workspace

Convert to a single workspace to simplify how your organization manages Engage Center. A single workspace keeps support cases, users, services, reporting, and related content in one place, reducing administrative overhead while still providing the capabilities most customers need for day-to-day support.

To learn more, see the Engage Center architecture guide

Important

To convert a rollup workspace to a single workspace, you must have only one workspace within your rollup workspace.

Select "Convert to single workspace."
Select "Yes, Confirm" to confirm you want to convert your rollup workspace to a single workspace.
Review the confirmation message that pops up.