Create and configure your Equals workspace

Your Equals workspace is your company account, and contains all workbooks, datasources, queries, and views relating to your company.

Generally, the first Equals user from a specific company will be asked to create a workspace as part of their account creation. Subsequent users coming from that domain can be automatically added to the workspace by enabling auto-join. Users coming from a different domain will need to be manually invited in order to join the workspace as an Editor or Viewer.

There are several pages in your workspace:

  • Your Home shows all of the folders you have access to, and all queries and workbooks you have access to that are not stored within a folder.
  • The Workbooks page shows all of the workbooks you created or have access to, whether they are stored in a folder or not.
  • The Templates page shows all of the templates you can use to jumpstart your Equals workbook.
  • The Saved Queries page shows the saved queries you created or have access to.
  • From the Datasources page you can select and configure new datasources for use by your workspace.
  • From the Views page you can create and save views of your raw data for easier analysis.

To find anything in your workspace, apply filters by Content Type, Creator, and Last Updated date range from your Home, or the Workbooks and Saved Queries pages.

Workspace settings

Go to Settings > Workspace from the Equals home screen. From here, you can:

  • Set a workspace name
  • Enable or disable Google Authentication for Gmail accounts
  • Set a default timezone for all workbooks and scheduled queries in your workspace
  • Enable or disable auto-join to automatically add new members to your workspace
  • Upload your company logo
  • Connect to your company Slack account as a dashboard destination for your entire workspace
  • Enable or disable Equals branding on all dashboard distribution emails coming from your workspace
  • Enable or disable AI Assist for your entire workspace

Managing workspace members

Enabling auto-join from Settings > Workspace will ensure that all users coming from your domain address will be automatically added to your company's workspace upon account creation.

To invite new users to your workspace manually, go to Settings > Members and add individual workspace members via email.

Here you can set different roles and permissions for members of your Equals workspace:

  • Editor - Has full permissions to modify workbooks shared with them, query from all datasources shared with them, invite others, and change permissions for workspace members.
  • Viewer - Can only view but not make changes to specific workbooks shared with them.
  • Guest - Not a member of a workspace, but someone invited to view specific workbooks. These users will typically have an email domain different from your company domain and can include investors, advisors, or other external stakeholders.

Editors and viewers count towards your overall seat count for your workspace, and will affect your pricing (see pricing plans).