BizCortex documentation

Documents: spaces and access

Organise the wiki in spaces and decide who can read, edit or manage them.

Open Workspace, Documents. The Overview shows your spaces, "Recently viewed" pages and Favorites. A space is a container for pages and files. Your role in a space decides what you can do there, not only your company role.

Documents: spaces and access
Screenshot of this screen

Who can use this

  • Accountant, Sales, Purchasing, HR manager, Employee: create spaces and pages
  • Owner, Admin: create company wide spaces and manage every space that is not private
  • Viewer: read only

Steps

  1. 1. Create a space

    Click "New space", choose the Type, enter a Name and save.

  2. 2. Manage access

    Open the space and click "Manage space". Under Access, set a role per company role (for example "All members of the company" can Edit). Use "Add member" to give a person an explicit role, and "Remove member" to take it away.

  3. 3. Delete a space

    Click "Delete space permanently". All pages, versions and files of the space are deleted permanently. Documents that were already finalized stay in the archive.

  4. 4. Export a space

    Use "Space as ZIP" to download all pages and files of the space.

Fields and options

Company wide

Visible to and editable by every member of the company. Viewers read only. Only owners and admins can create it.

Department

Only for explicitly added members and granted roles.

Private

Only you can see this space. Administrators cannot either. A private space cannot have members.

Project

Members of the linked project can collaborate (they edit by default). You must select a project.

Name, Icon, Description

The icon is an emoji.

Read, Edit, Manage

The three space roles. Read: view and comment. Edit: also create, edit, move and trash pages, upload and share files, finalize. Manage: also manage members and access, delete the space, reopen finalized pages and delete other people's comments.

Good to know

  • Spaces you cannot see do not appear at all, so their existence is not revealed.
  • In the ZIP export, library files are included up to 500 MB in total. Larger files are only listed.

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