Create a space

Availability

Users, Editors, and Admins

Standard accounts, agency accounts and self-managed clients

Organizations manage performance across many dimensions — such as teams, departments, clients, or regions — each requiring access to specific data. Spaces provide a streamlined way to organize and access relevant information, ensuring all members have visibility into the same key insights that drive success.

Create a space

Databox provides dedicated spaces where you can create tailored pages to centralize critical data, streamline access, and enable efficient collaboration.

To create a space, follow these steps:

On the navigation bar, click + Create a space to create your first space. Alternatively, click All spaces on the navigation bar, then + New Space on the Spaces page.
Fill in the following information to configure your space:
- Space name: Enter a name or designation for the space.
- Description: Provide a brief description to help other users understand the space's purpose and content.
- Owner: Assign a user responsible for managing the space's settings.
- Member(s): Add users who should have access to the space's content.
- Background color: Choose a color to visually represent the space.
- Type: Select the space's visibility and access settings:
  - Open: Any user can find, join and view the space's content.
  - Closed: Any user can find the space, but only approved members can view its content.
  - Private: Only invited members can find, join and view the space's content.
Click Create to save your new space.

Create a section

Spaces are organized into sections, each with its own name and content. Sections make it easy to further divide information — whether by department, project, client, or any other criteria that fit your needs.

By default, a new space includes one section, but you can add more as needed.

To add a section to a space:

Go to the Spaces page.
Click on View on the space where you want to add a section.
Click + Add section at the bottom of the screen.
Enter a title and description for the new section.

Add items to a section

Items represent the key reporting content you want to track. You can add the following types of items to individual sections:

Metrics
Databoards
Reports

Note: Item visibility is determined by user roles and permissions. If a user does not have the required permissions to view an item in Databox, it will not be accessible to them within the space.