Workspace Admins and Organization Admins can manage workspace configuration and access. This section outlines the steps for creating, editing, and deleting workspaces, as well as adding or removing users from individual workspaces.
Before You Begin
Before managing workspaces in Blackout, keep the following in mind:
Workspace access and configuration are controlled by a user's role.
Only Organization Admins can create new workspaces.
Workspace Admins can manage settings and users only for workspaces they have access to.
Users must be invited to the organization before they can be added to a workspace.
How to Create a Workspace
Only Organization Admins can create new workspaces.
To create a workspace:
Go to the Workspaces tab.
Click Create Workspace.
- Enter the following information:
- Workspace Name: Required and must be unique within the organization. Maximum of 512 characters.
- Client Identifier: Optional field for identifying the client associated with the workspace.
- Matter Identifier: Optional field for identifying the matter associated with the workspace.
Click Create to finalize.
After creation, Blackout automatically opens the new workspace's document list.
Setting Rules Before Uploading Documents
When a workspace contains no documents, Workspace Admins and above can either upload documents or set automated redaction rules.
From the empty workspace:
- Click Upload Documents to add documents to the workspace.
- Click Set redaction rules to open the Rules tab.
How to Edit a Workspace
Only Workspace Admins and Organization Admins are authorized to edit workspace settings.
To edit a workspace:
Open the workspace you want to modify.
Click the Administration tab.
Select Edit Workspace.
- In the Update Workspace window, modify the necessary information:
- Workspace Name: Required and must be unique within the organization. Maximum of 512 characters.
- Client Identifier: Optional.
- Matter Identifier: Optional.
Click Update to save your changes.
How to Delete a Workspace
Only Workspace Admins can delete workspaces.
⚠️ Warning: Deleting a workspace permanently removes access to its documents, redactions, and productions. All production shares associated with the workspace are also revoked, meaning recipients immediately lose access to those productions. This action cannot be undone.
To delete a workspace:
Open the workspace you want to remove.
Click the Administration tab.
Select Delete Workspace.
Type the exact workspace name into the confirmation field. The name must match exactly, including capitalization and spaces.
-
Click Delete to delete the workspace.
How to Add and Remove Users to a Workspace
Organization Admins are automatically included in all workspaces and do not need to be added manually.
Users with other roles, such as Workspace Admins, Contributors, and Readers, must be added to individual workspaces to access their contents.
If a user has not yet been invited to your organization, refer to the User Management article for instructions on inviting users.
Note: Users can be added to a workspace before accepting their organization invitation.
To add a user to a workspace:
Open the workspace.
Click the Administration tab.
Select Add User.
Enter the email address of the user you want to add.
Click Add to grant workspace access.
To remove a user from a workspace:
Open the workspace.
Click the Administration tab.
Click the red X next to the user you want to remove.
Note: You cannot remove yourself or Organization Admins from a workspace. Redactions previously placed by a removed user remain in the workspace.