Any app or virtual event creation project in Backstage is called a workspace.
Backstage users need to create a workspace where they will add all the content and functionalities that will be used in the event.
Workspaces are created by organization administrators via the workspace creation wizard, and the workspace creator is automatically added as a user in the created workspace.
This article will take you through all the basic steps needed to create a workspace in Backstage.
Creating a workspace
In the Backstage home page, to the right of the screen click on Create a workspace.
The workspace creation wizard will take you through the necessary steps for creating a workspace.
1. Selecting a workspace template
The first screen displayed as part of the wizard allows you to select a workspace template.
Templates contain re-usable content, configurations, and default settings, and selecting one during the workspace creation process will save time when building up the workspace after it is created.
Here, using the buttons at the top, you can choose to display all the templates available to your organization, those that actually belong to your organization, or only the SpotMe templates.
Note: If you are a new user creating your first workspace, we recommend that you select the Onboarding template, that will take you through our tutorial/onboarding for creating a workspace in Backstage.
Tip: For virtual or hybrid events, we recommend that you select the Digital experience template.
For more advanced information on creating templates for your organization, you can refer to the Workspace templates article.
2. Adding the workspace information
Fill in the below fields in order to add the details of your workspace.
Based on the template you have selected for the workspace, and your organization's default settings, most of these fields may be pre-filled, in which case you simply need to check and edit the information as needed.
Enter the name of the workspace that will be displayed in the app.
Start date and End date
Enter the dates during which the workspace will be used by the app users.
This could be the duration of a real-life happening such as an event, or perhaps the duration of a course or e-learning, or anything that you are creating an app for.
Enter a location (city) for the workspace.
This can be where the event is happening (venue). For virtual events, you may wish to select your organization headquarters location, or any location that is appropriate.
This workspace has users in multiple locations
You can select this option if your workspace users will be logging in from multiple physical locations. This will help SpotMe optimize the app and content delivery to the app users.
Select the timezone of the workspace. The timezone selected here will, among others, be used for sessions and notifications. All reports generated from this workspace will also use this timezone.
Select the country or continent where the workspace will be hosted.
Data location is an important consideration for data privacy and law enforcement, as well as internal company policies.
Select the default mobile app that will house the new workspace that you are creating. The workspace will only be visible in this selected container app, as well as the web-app by default.
For virtual events, If you are using SpotMe registration, the container app you choose will determine the link to access the registration page. If you are not using SpotMe registration, select your usual container app.
Checking this box will create a "Test" workspace, where seats are not consumed, and where advanced/paid modules can be installed free for testing purposes.
Also, users can only be invited one-at-a-time to test workspaces, and test workspace will display a watermark on the side of the screen (except for SpotMe users).
Note: All of the above settings, except data location, can be modified if needed after creating the workspace.
Once you have added the workspace details, click on Proceed to move to the next step in the wizard.
3. Summary of the workspace
At this stage, a summary of all the workspace information that you have entered or selected is displayed.
You can review the information here and make any necessary changes by selecting the corresponding Edit links.
Once you have verified all the information, please select Create workspace.
Backstage will now create the workspace. While the workspace is being created, feel free to click on the See more links in the screen to find out more about using Backstage.
Once the workspace is created, Backstage will take you to the workspace's dashboard, where these settings can be modified at any time.
Virtual event workspace configuration
If you have selected the Virtual event template when creating the workspace, you do not need to perform the below configuration steps, and can proceed to add content to your workspace.
Adapting to your users' timezones
Change the timezone setting so the system will automatically adapt the workspace times to your users timezones. More information is available in the workspace timezones article.
If you are using SpotMe registration for your virtual event, you will need to install the Registration page module via the marketplace, in order to configure the page.
More information on this is available in the How to configure a registration page article.
For the next steps in this Getting started series, please continue to the Workspace dashboard article.