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 app.workstream.io. 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.

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".

Settings

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."

The settings are divided into two sections: personal settings 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 notifications: Manage your notification settings

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

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

  • Security: Determine your security settings, including whether or not to allow users to automatically join if they are on approved email domains (users that auto-join will be set to the commenter role by default)

  • Members: View and invite members to your workspace

  • Connections: Establish integrations with your organization's tools in order to automatically sync assets, create status pages with dbt Cloud, or sync conversations with your service desk

  • Asset lifecycle: Manage your automated asset lifecycle with asset expiration

  • Trends: Determine how often owners and editors in your workspace will receive an email with key environment trends like failing assets and top viewed assets

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

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