How to Add Templates, Widgets, and Snippets in Workspace?

This guide will help you understand how to:

• Create a new workspace
  
• Open and manage a workspace
  
• Manage Templates, Widgets & Code Snippets 

It includes both front-end and server-side steps, as all workspace-related functionality is handled on the server. This document will also detail how to manage user roles and accessibility, as well as provide an overview of workspace features.

How to Access and Use the Workspace in WDesignKit

The Workspace feature in WDesignKit allows you to manage and collaborate on projects with ease. Below is a guide to creating and managing workspaces:

Create Workspace

After logging into WDesignKit, go to Workspace → Manage Workspace

Step 1: Open the Dashboard

After navigating to the Workspace section, you will land on the Workspace Dashboard.

Here you can:

• View your existing workspaces.
  
• See details for each workspace, such as the number of members, templates, widgets, and snippets.
  
• Create new workspaces.
  

Step 2: Click “Create Workspace”

To create a new workspace:

1. In the Workspace section, locate the “Create Workspace” button.
   
2. Click the button to open the Create Workspace popup window.
   

Step 3: Enter Workspace Details

In the popup window:

1. Workspace Name: Enter a unique name for your workspace (e.g., Client Website, Ecommerce Project).
   
2. Upload an Image: Optionally, click “choose an img” to browse and upload an image related to your workspace.
   

Step 4: Create Workspace

Once you’ve entered all the details:

1. Click the Create Workspace button.
   
2. Your new workspace will be created and added to your dashboard, as seen in the image where the workspace is displayed.

Manage Workspace

Step 1: Accessing Workspace Settings

Once your workspace is created, you can manage it directly from the dashboard.

1. Click on the Workspace Card: Click on the workspace card you want to manage (e.g., My New Space).
   
2. Manage Workspace: On the workspace details page, you will see an option to manage workspace settings.
   

Step 2: Managing Workspace Members

To Manage Users Within a Workspace (Server Side) 

1. Log in to your WDesignKit website, then click Workspace from the left sidebar. 
2. Locate your workspace card.
   • If a workspace already exists, continue with it.
   • If no workspace exists, click Create Workspace, add a workspace image and name, then click Create Workspace.
3. Click the three-dot (⋮) menu on the workspace card and select View to open that workspace page.
4. Click the Manage Member button, and you will see the Manage Member popup.
5. Enable the Want to add new members toggle, enter the member’s email address in the Add Member field, and select the desired role:
   • Subscriber
   • Editor
6. (Optional) Enable Send Invitation Email, then click Send Invite to add the member to the workspace. You can also view all workspace members, their assigned roles, and their current status from this section.

User Roles & Accessibility

Each workspace allows collaboration, and every member is assigned a role that determines their level of access and control. Roles can be customized based on responsibilities, and permissions are automatically assigned based on the selected role.

Available Roles and Permissions

• Owner: Full control over workspace management, including billing, member management, and settings.
  
• Editor: Can create and modify templates, widgets, and snippets, but cannot manage members or access workspace settings.
  
• Subscriber: View-only access with the ability to receive updates but no editing rights.
  
  

Step-by-Step Role Management

1. Click the three-dot menu on the workspace card.
   
2. Select Manage Members.
   
3. In the Role dropdown next to each user’s name, select the role you want to assign: Owner, Admin, Editor, Subscriber, or Viewer.
   
4. Click Save to apply changes. The new role will be applied immediately.

User Roles & Accessibility

Each workspace allows collaboration, and every member is assigned a role that determines their level of access and control. Roles can be customized based on responsibilities, and permissions are automatically assigned based on the selected role.

Available Roles and Permissions

• Owner: Full control over workspace management, including billing, member management, and settings.
  
• Editor: Can create and modify templates, widgets, and snippets, but cannot manage members or access workspace settings.
  
• Subscriber: View-only access with the ability to receive updates but no editing rights.
  
  

Step-by-Step Role Management

1. Click the three-dot menu on the workspace card.
   
2. Select Manage Members.
   
3. In the Role dropdown next to each user’s name, select the role you want to assign: Owner, Admin, Editor, Subscriber, or Viewer.
   
4. Click Save to apply changes. The new role will be applied immediately.

Workspace Features

Workspaces help you organize and manage your projects, resources, and team members in a centralized location.

Workspace Overview

The Workspace Overview provides a summary of all resources associated with the workspace, including templates, widgets, snippets, and members.

Managing Workspace Resources

Within a workspace, you can access and manage all linked resources, including:

• Templates – View and organize templates associated with the workspace.
• Widgets – Access and manage reusable widgets linked to the workspace.
• Code Snippets – Store and manage custom code snippets within the workspace.

Managing Workspace Members

To manage workspace members:

1. Open the workspace and click Users from the Workspace Overview page.
2. Navigate to the Manage Members section.

From here, you can:

• View all workspace members.
• Add new members to the workspace.
• Assign or update member roles.
• Remove members when necessary.

Workspace Collaboration

Workspaces allow team members to collaborate efficiently by providing shared access to resources, templates, widgets, snippets, and project-related assets within a single environment.

Server-Side Steps and Member Management

Since workspace-related functionality is handled server-side, all member and workspace management is done through a centralized system.

Server-Side Workspace Management

1. Open the Manage Workspace Panel: After creating a workspace, you can access all workspace settings through the server-side dashboard.
   
2. Create New Workspaces: From this dashboard, you can create and manage multiple workspaces.
   
3. Invite New Members: You can send invitations to new members, assign roles, and set permissions directly from the server dashboard.
   
4. Assign Roles and Permissions: You can assign roles like Owner, Admin, Editor, and Subscriber, ensuring the proper permissions are granted.
   
5. Remove or Suspend Users: You can also manage user access by removing or suspending users from specific workspaces.

Role Management on Server Side

From the Manage Members section, you can:

• Assign the following roles:
  
  • Owner: Full control of the workspace.
    
  • Editor: Create and edit content, but cannot manage users or settings.
    
  • Subscriber: View-only access with updates.
    
    

Managing Workspace via Three-Dot Menu

After you have created a workspace and assigned the appropriate roles:

1. Click the three-dot icon on the top-right corner of your workspace card.
   
2. You will see options to:
   
   • View the workspace.
     
   • Delete the workspace (if you wish to remove it from your list).

Best Practices for Workspace Management

To maintain an organized and secure workspace:

• Assign roles based on responsibilities.
  
• Limit admin access to trusted users.
  
• Review member access regularly.
  
• Remove inactive users.
  
• Back up important templates, Widgets, and Snippets.
  
• Keep content organized using clear naming.

Benefits of Using Workspaces Effectively

Proper workspace management helps you:

• Improve team collaboration
  
• Protect sensitive resources
  
• Reduce errors
  
• Maintain version control
  
• Increase productivity
  
• Ensure smooth project workflows

In short, WDesignKit’s workspace system allows you to organize templates, widgets, code snippets, and team members in one centralized platform. By using roles, permissions, and content management tools properly, you can maintain a secure, efficient, and collaborative working environment.

Note: Each workspace functions independently, which means Templates, Widgets, and Snippets created in one workspace are not shared with others. You can create multiple workspaces to organize different clients, separate websites, or testing environments. All your workspaces can be easily managed either from the Dashboard or through the Top Menu → Workspace → Manage Workspace option.

Now, you can use the workspace system to organize your projects and collaborate more effectively with your team.