Before You Begin: Projects

All users

The information in this section is intended for Workplace Administrators and Workplace Manager Administrators who are tasked with setting up and managing a Workplace implementation.

A project is the primary container for files that are synchronized by the Workplace"Workplace" describes the Autotask Workplace service in its entirety. service. Projects create the organizational structure that stores data and controls user access.

To ensure that your projects are both secure and available to those who need to access them, please make note of the following Workplace project properties:

The information below will help you optimize Workplace performance and usability.

In this topic, we'll be discussing the most effective ways to structure and share data that are stored in Workplace. The "shares" we refer to here are team shares, which can only be granted to other Workplace users. For information about public shares, which can be accessed by anyone, anywhere, please refer to Manage Project, Folder, and File Public Shares.



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