A workspace holds a single organization’s questionnaire answers, generated policies, and user list, kept separate from every other organization’s workspace. You are a member of one workspace per organization you support, with a role assigned in each. If you support more than one client organization, PolicyPro™ lets you move between their workspaces without signing out.
Select Workspace at Login
If you belong to exactly one workspace, PolicyPro™ signs you directly into My Policies for that workspace and the selector screen is never shown. If you belong to two or more workspaces, PolicyPro™ presents the Workspace Selector screen immediately after you sign in. If you belong to multiple workspaces, to select:
1. Review the list of workspaces available to you.
NOTE: A count above the table shows the total number of workspaces to which you have access.
2. Use the search field to filter the list by organization name if you support many organizations.
NOTE: The count updates to reflect the filtered results.
3. Click a row to select it. The row is highlighted with a blue border and check indicator, and the Continue button updates to Continue to [Organization Name].
4. Click Continue to enter that workspace’s Main Screen.
The workspace selector provides the following columns of information:
- Organization: The organization name, labeled “CMMC Policy Workspace” beneath it. Rows are sorted alphabetically by default.
- Progress: A mini progress bar showing how many of the 14 domains are complete for that workspace.
- Role: Your role in that workspace: Admin, Editor, or Viewer.
- Users: The total number of users in that workspace.
Switch Workspaces without Signing Out
Once you are in a workspace, a workspace switcher pill is available wherever you are likely to need it: in the My Policies header, the Policy Screen header, and the Manage Users screen header. The switcher is hidden entirely if you belong to only one workspace. To switch workspaces:
1. Click the workspace switcher pill, which displays your current workspace name.
2. A dropdown opens, listing every workspace you belong to, each with your role and domain-completion progress.
3. Select a workspace to switch immediately. PolicyPro™ reloads My Policies for the new workspace.
NOTE: Use View all workspaces in the dropdown to return to the full Workspace Selector screen instead.
