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A workspace is like a folder to organize your data collections.

A workspace can represent an ad-hoc project, a client or engagement, an application (e.g., for a loan), or any other use case where your organization needs to store financial data collected via Crunchafi's Data Extraction portal. 

Some benefits of workspaces include:

• Improving your ability to organize and secure client data
• Simplifying how you manage accounting system connections
• Enhancing the views available for historical data collections

Any user can create a workspace by following the steps below:

1. Click + Add Workspace in the top-right corner of the workspace list page.
   
   
   
2. Enter a name (required) and engagement code (optional) for the workspace.
   
   
3. Select names of other Data Extraction users who should have access. If there are many users, start typing the name into the search field to filter the list. 
   
   
4. Click Done.
   
   

The new workspace appears at the top of the list page. From here, you can initiate an new data collection or manage workspace access.