Moving Items from One Team Workspace to Another

What happens to existing items when you enable team workspaces?

If you have users, events, series, templates and pages in your Goldcast account before you enable Team Workspaces, everything will be retained, but none of your existing items will be assigned to a team workspace. 

You may choose to leave them as-is, and not assign them to a team workspace. 

Here’s how each item will be affected if you choose not to move them:

Users Events Templates Pages Series
Will remain organization admins and have access to everything in your account
  • Viewable and editable by organization admins only (not team admins)
  • Will not be associated with a team in reports
  • Will become shared templates
  • Editable by organization admins only
  • Viewable/usable to create events by everyone
  • Will become organization pages
  • Can contain events from any team
  • Editable by organization admins only
  • Viewable and editable by organization admins only (not team admins)
  • Cannot have new events added to the series - must be part of a team

 

Note: Any new events, series, pages, and templates you create after enabling teams must be assigned to a team during creation.

 

 

Best practices to move items from one team workspace to another

Let's take a look at how to move the following entities from one team workspace to another: 

Users

When team workspaces are enabled in your Goldcast account, all existing users will still be organization admins. They will have access to everything inside the entire account and all teams. You can reassign users' roles to make them team admins or any other Studio roles and give them access to one or more team workspaces. 

To reassign an existing user's role and give the user access to one or more team workspaces: 

  1. Click Settings on the left menu. 
  2. Click Users on the left sidebar. 
  3. Click the edit icon next to the user you want to edit from the list. 
  4. In the Role dropdown, select Team Admin and click the checkmark
  5. Click the Edit Team Workspaces button and select the team(s) you want to add this user to.
  6. Click Save.
  7. Close the window.

Events

To move an existing event into a team workspace: 

  1. Click on the event from your Event List. 
  2. Click Edit Event in the top right corner. 
  3. In the Team Workspace dropdown at the top, select the team you want to move this event into. 

     
  4. Click Save.

Templates

Existing templates not moved into a team workspace will be noted as available to All Teams in the Select a Template list when you create an event.

If you move an existing template into one specific team workspace, only that workspace members can use it to create events. The template will only be visible in the event creation menu for users with access to that team workspace. 

To move a template into a specific team workspace:

  1. Log into Goldcast Studio. 
  2. Click Templates on the left side menu. 

     
  3. Click on the template you want to move from the list. 
  4. Click Edit in the top right corner.
  5. Under "Who can use this template?" select "Only users in this team workspace."
  6. Select the team workspace from the dropdown menu.
  7. Click Save.

     

Pages

A team workspace's page can only list events from that specific workspace. If you want to move existing pages into a particular team workspace, please ensure that all the events listed on that page are already part of that workspace. Otherwise, events will disappear from the page. 

To move a page into a specific team workspace: 

  1. Log into Goldcast Studio. 
  2. Click Pages on the left side menu. 

     
  3. Click on the page you want to move from the list. 
  4. Click Page Settings in the top right corner.
  5. Under "What events will be displayed on this page?" select "Events from this Team Workspace."
  6. Select the team workspace from the dropdown menu.
  7. Click Save.

Series

To move an existing series to a team, contact us at support@goldcast.io for further guidance.   

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