Workspace Organization
Note: These tips help you stay organized as you create more Navattic demos and onboard new workspace members. As every organization is different, we always recommend asking your Navattic admin if you have questions about your team's best practices. Take our short workspace orientation demo to get started.
- Invite members to join your workspace by visiting Navattic > Settings > Members
- Create Boards and Labels to organize your content within your Navattic workspace (Workspace Members and Admins have access).
- Group Members into Teams and assign User Roles (Workspace Admins have access).
Navattic supports four User Roles to help organize your workspace:
Permissions | Admin | Builder | Viewer | Billing |
|---|---|---|---|---|
Create and edit demos | x | x | | |
View and share demos | x | x | x | |
Invite new teammates | x | | | |
Update payment methods | x | | | x |
Boards are included on Base and Growth plans only. Please contact [email protected] if you have any questions.
Create Boards within your Navattic workpace to organize product demos. Visit Navattic > Workspace Admin > Boards to begin. Workspaces can contain unlimited boards.
Looking for inspiration? Try creating Boards for:
- Various product lines
- User group (ex. Sales, Marketing, Customer Success)
- Demos in different stages (ex. Draft, In-Review, Published)
Toggle between boards using the dropdown menu in the top right corner of the Product Demos page.
Move demos between boards by visiting the Demo > Edit details > Boards.
Each Board within your Navattic workspace can have a different access level involving Teams. This allows members of that Team to access the Board (and the demo content in it) while members of other Teams will not see this. To set an access level for your Board, visit Boards > Click ✏️ > Access level > Teams > Add team.
By default all Boards will include Workspace Access which gives access to all members of your workspace.
Labels can be used to further categorize individual demos.
Create a Label by visiting Settings > Labels > + Add Label.
Label your Demo by visiting your Demo > click the three dots (...) next to the Preview and Share button > Settings > Labels > Save.
You can also add a label directly from the Product Demos page by clicking the three dots that appear when hovering over a demo > Edit details > Labels.
To filter your demos by labels, visit Product Demos > Filter > Labels > Select the label you want to filter by.
Teams is available for Growth and Enterprise customers. If you would like to add Teams to your account, please reach out to [email protected].
Teams are used to manage access to assets in your Workspace. Workspace admins can add members to different Teams to help all members find relevant content quickly.
- Each Team includes Managers and Members and may be assigned access to one or multiple Boards. Managers will be able to add more Members to the specific team.
- Teams will only have access to their assigned Boards
- A user may be assigned to multiple Teams
- Workspace Admins may create new Teams
Visit Navattic > Settings > Teams > + Create team to begin.
To add new members to your workspace, visit Navattic > Settings > Members. Invite users by email and select an appropriate role (this can always be changed by Admins later). By default, Navattic offers four roles with the following permissions:
Permissions | Admin | Builder | Viewer | Billing |
|---|---|---|---|---|
Create and edit product demos | x | x | | |
View and share existing demos | x | x | x | |
Invite new teammates and assign roles | x | | | |
Update account payment methods | x | | | x |
We hope this guide is helpful in organizing your Navattic workspace. If you have any questions, please reach out to [email protected].