Creating Your Workspace

A workspace is your central hub for all process data, team collaboration, and analysis projects in Flow Myna. Think of it as a data warehouse where all your process information lives and where team members can collaborate on insights.

What is a Workspace?

A workspace serves as the foundation of your Flow Myna account. It's where you:

• Store all process data: Upload and manage your datasets
• Collaborate with your team: Invite colleagues and manage permissions
• Create analysis projects: Set up focused views of your data
• Manage billing and usage: Track consumption and subscription

Workspace vs. Project

Understanding the difference is important:

Workspace (Data Layer)

• Stores all your raw process data
• Contains multiple datasets
• Shared by all team members
• One workspace can support many projects

Project (Analysis Layer)

• Focused view of specific data
• Selects certain object and event types
• Personal or team-specific analyses
• Multiple projects can use the same data

Think of it this way: Your workspace is like a company database, while projects are like different reports or dashboards built from that database.

Creating Your First Workspace

When you first sign in to Flow Myna, you'll be guided to create your first workspace. Here's the step-by-step process:

Step 1: Navigate to Workspaces

After signing in:

1. You'll land on the workspaces overview page
2. Click "Create New Workspace" button
3. The creation modal appears

Step 2: Enter Workspace Details

Fill in the workspace information:

# Example workspace configuration
Name: "Acme Financial Services"
Description: "Loan application and approval process analysis"

Workspace Name

• Required field
• Should be descriptive (e.g., "Marketing Operations", "Customer Support", "Loan Processing")
• Can include your company or department name
• You can change this later

Description (Optional)

• Brief explanation of what processes you'll analyze
• Helps team members understand the workspace purpose
• Example: "Analyzing our end-to-end loan application process to identify bottlenecks"

Step 3: Create and Access

1. Click "Create Workspace"
2. Your workspace is created instantly
3. You're automatically navigated to the workspace dashboard

The workspace is now ready for data uploads and team collaboration.

Workspace Dashboard

Once created, your workspace dashboard provides quick access to:

Data Management

Datasets Section

• View all uploaded datasets
• Create new datasets
• Add data to existing datasets
• Monitor upload history

Process Data Section

• Browse all objects (loans, customers, etc.)
• View all events and their frequencies
• Explore object relationships

Project Management

• View all analysis projects
• Create new projects
• Access recent projects quickly

Team & Settings

• Invite team members
• Manage permissions
• Configure workspace settings
• View billing and usage

Workspace Settings

Access workspace settings to configure important options:

General Settings

Workspace Information

• Update workspace name
• Modify description
• View creation date
• Check current storage usage

Data Retention

• Configure how long data is kept
• Set up automatic archival rules
• Manage storage quotas

Team Management

Member List

• See all workspace members
• View member roles and permissions
• Remove members if needed

Pending Invitations

• Track sent invitations
• Resend or cancel invitations
• View invitation expiration dates

Billing & Usage

Subscription Details

• Current plan information
• Monthly usage statistics
• Billing history
• Payment methods

Usage Monitoring

• Events processed
• Storage consumed
• API calls made
• AI processing time used

Inviting Team Members

Collaborate by inviting colleagues to your workspace:

Sending Invitations

1. Navigate to "Team" section
2. Click "Invite Members"
3. Enter email addresses
4. Select role for each member
5. Add optional personal message
6. Send invitations

Member Roles

Admin

• Full workspace access
• Can invite/remove members
• Manage billing and settings
• Delete workspace

Member

• Create and manage projects
• Upload and manage data
• View all workspace data
• Cannot modify workspace settings or billing

Viewer

• Read-only access
• View projects and data
• Cannot upload or modify anything
• Good for stakeholders who need visibility

Managing Team Members

Changing Roles

1. Go to Team section
2. Find the member
3. Click role dropdown
4. Select new role

Removing Members

1. Find the member in the team list
2. Click the "Remove" action
3. Confirm removal
4. Their access is revoked immediately

Managing Multiple Workspaces

As your needs grow, you might create additional workspaces:

When to Create Multiple Workspaces

Good reasons:

• Different departments or business units
• Completely separate processes (HR vs Sales vs Operations)
• Different data security requirements
• Separate billing/cost allocation needed

Less good reasons:

• Different time periods (use filters instead)
• Different process views (use projects instead)
• Different user groups analyzing same data (use project sharing)

Switching Between Workspaces

Use the workspace selector in the top navigation:

1. Click current workspace name
2. See list of all your workspaces
3. Click to switch instantly
4. Recent projects and data will be from the selected workspace

Workspace Organization Tips

Naming Convention

• Use consistent naming: "[Department] - [Process]"
• Examples: "Finance - Loan Processing", "Support - Ticket Resolution"

Clear Descriptions

• Explain the workspace purpose
• Note which processes or data types are included
• Update descriptions when scope changes

Regular Cleanup

• Archive old datasets you no longer need
• Remove inactive team members
• Review and delete unused projects

Workspace Best Practices

Start Simple

Begin with one workspace and expand as needed:

1. Create workspace for your primary process
2. Upload data and create initial projects
3. Invite core team members
4. Add more workspaces only when clear separation is needed

Document Your Process

Use workspace and dataset descriptions effectively:

• What process is being analyzed
• Data sources and update frequency
• Key contacts or owners
• Any important context about the data

Security and Access Control

• Use appropriate roles for team members
• Regularly review member list
• Remove access for departed employees
• Use viewer role for stakeholders who need visibility without edit access

Data Organization

• Use clear dataset names with dates or versions
• Archive old datasets rather than deleting (for audit trail)
• Document any data transformations or cleanup performed
• Keep related datasets in the same workspace

Troubleshooting

Can't Create Workspace

Issue: Create button is disabled or you get an error.

Solutions:

• Check if you've reached your plan's workspace limit
• Verify your email is confirmed
• Try refreshing the page
• Contact support if issue persists

Team Member Can't Access Data

Issue: Invited member can't see workspace data.

Solutions:

• Confirm they accepted the invitation email
• Check their role has sufficient permissions
• Verify they're signed in with the correct email
• Ensure invitation hasn't expired (resend if needed)

Workspace Not Appearing

Issue: You created a workspace but can't find it.

Solutions:

• Use the workspace selector dropdown to check all workspaces
• Try signing out and back in
• Check if you're signed in with the correct account
• Clear browser cache and retry

Next Steps

Now that you have a workspace, you're ready to start adding data and creating projects:

Upload Your First Dataset

• Uploading Your Data - Use the AI-powered wizard to import your process data

Create Your First Project

• Creating a Project - Set up a focused analysis of your data

Explore Process Mining Concepts

• What is Process Mining? - Understand the fundamentals
• Quick Start Guide - Get from data to insights in 15 minutes