Navigating Your Workspace: Access & Settings

Learn how to login and configure your settings.

Ethan Peterson-New avatar
Written by Ethan Peterson-New
Updated over a week ago

Welcome to Workstream! You're on your way to supercharging your analytics workflows, and empowering your stakeholders with a single place to discover, access, and contextualize your data assets. This article gives an overview of how to access your workspace and critical settings.

Accessing Your Workspace

To access your workspace, start by heading to The login URL is the same regardless of which organization you are a part of. You will be prompted to login via Google or Microsoft SSO, or with a username and password.

If your organization uses Okta, you may be redirected to use Okta to sign on instead. Administrators can read more about how to configure SAML 2.0 for Workstream here.

Once you've signed in, you will be automatically taken to your workspace.

Alternatively, you can select the Workstream Concierge from your browser extensions. After logging into the concierge, click "Open My Workspace".

Image showing the "Open My Workspace" button after clicking on the Workstream Concierge


Before we dive into how to navigate your assets, let's break down where you can adjust your settings. The settings menu is easily accessible by clicking on your workspace name in the top left corner of the screen, and selecting "Settings."

Video showing a user navigating to their Workstream settings

The settings are divided into two sections: personal settings and workspace settings.

Image highlighting the menus for personal and workspace settings

Under personal settings, you have the following options:

  • My profile: Set your basic account information, such as name, email, and department

  • My connected apps: Manage which apps your account has connected, and enable the Concierge

The workspace settings section is where workspace owners can perform important functions for your Workstream instance. The following options are available here:

To continue learning how to navigate your workspace, read our article on viewing your assets within the Knowledge Repository.

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