Workspaces

Use this article to create a "workspace" for a team, client, or partner, configure what they can see and do, and copy the link from "Publish".

A workspace gives ongoing access to browse and download files. Unlike a shared gallery, you can require sign-in, restrict access to specific groups, and optionally let recipients upload or review files.

Creating a workspaceCopy Anchor Link

1. Open Sharing in the sidebar and switch to the "Workspaces" tab.
2. click Add in the top right.

You can also open the workspace switcher at the top of the screen, click Manage, and Choose Create new workspace. This opens the same dialog with "Workspace" pre-selected.

1. In the "Create gallery or workspace" dialog, enter a "Name".
2. Under "Type", select Workspace. The description reads: Give co-workers, agencies, or partners ongoing access to browse, download and/or upload assets.
3. click Create.

Clipido opens the workspace editor. The right panel shows Media, Settings, and "Publish".

New workspaces are created with "Public" access. Change this on the "Publish" tab before sharing the link.

Choosing what recipients see in MediaCopy Anchor Link

Open the Media tab to decide which files appear in the workspace:

1. Select Manual and Click Select media to pick files by hand, or Select Dynamic and Click Edit filters to show files that match filter rules automatically.
2. Switching from manual to dynamic shows a confirmation: If you switch to dynamic you will lose all manually selected media. Manual selection means you pick files yourself; dynamic selection adds files automatically when they match filter rules.

Workspaces use a single media pool, not multiple named sections like shared galleries.

Configuring uploads and reviewCopy Anchor Link

Open the Settings tab. Available sub-tabs depend on your organization:

• Media is always available.
• Uploads controls whether recipients can submit files and whether uploads are auto-approved or need manual approval.
• Review appears only when workspace review is enabled for your organization.

On the Uploads sub-tab:

1. Set "Accessible" to "Enabled" to show an Uploads page in the workspace.
2. Under "Upload approval", choose Auto-approve or "Manual".
3. Configure upload tagging if needed.

On the Review sub-tab (when visible):

1. Set "Enabled" to turn on a Review page for this workspace.
2. click Select upload zones and choose at least one upload zone recipients should review.

Setting access and publishingCopy Anchor Link

Open the "Publish" tab:

1. Copy the "Public link".
2. Under "Authentication", choose Public, "Login required", or "Private".
3. If you choose Private, add at least one access group. Without access groups, a warning reads: No one will be able to access this portal until you add at least one access group.
4. Optionally set an "Expiration date".

Click Preview in the editor header to open the workspace in a new tab and confirm pages and files look correct before sending the link.

Related articlesCopy Anchor Link

• Key concepts
• Should I use a workspace or a shared gallery?
• Shared galleries
• Manual and dynamic sections
• Why can't I add files to this section?