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Create a Workspace

Creating a workspace opens an online space where you can collaborate on individual application forms with team members. The following instructions explain how to create a workspace on for a specific funding opportunity.

Only a user with the Manage Workspace role can create a workspace. Upon creating the workspace, the user inherits the Workspace Owner access level, which permits the user to add other users (i.e., Workspace Participants) to that workspace.    

To learn about Workspace before creating one, read the What Is Workspace? help article.

Attention: A workspace can be created only if all of the funding opportunity’s forms are compatible with Workspace. If there are any incompatible forms, the Create a Workspace option will not be available.

How to Create a Workspace

  1. If you have the Manage Workspace role, log in to your Applicant account.  

  2. Search for the grant opportunity for which you want to create a workspace. Refer to the Search Grants help article for instructions on using the Search Grants tab.

Note: If you do not log in before locating the grant opportunity, you will be routed to log in before you can continue.

  1. Click the funding opportunity number link in the Funding Opportunity Number column.

  2. Click the Package tab on the View Grant Opportunity page.

  3. Click the Apply link in the Actions column for an opportunity that has "Yes" in the Workspace Compatible column.

  4. Either enter your email address to subscribe to change notifications for the package, or select the “No, I do not wish to provide my email address” option.

  5. Click the Submit button.

  6. Look for the Application Filing Name field above the Create Workspace button and assign your workspace a name.

Note: The Application Filing Name is required for creating a workspace. The maximum length is 240 characters.

  1. Click the Create Workspace button.

After creating a workspace, the user is taken to the Manage Workspace page in For more information on using Workspace, review the Manage Workspaces and Manage Applicants help articles. Also note that creating a workspace is an action that will be recorded in the Activity Tab as "Created."



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