Creating a workspace group

A workspace group is a collection of workspaces created to synchronize profile information across them. This is a part of the multibrand feature, designed for businesses operating multiple brands under a single entity.

By grouping workspaces, you can synchronize segmentation results across workspaces from the group, converting these results into membership attribute values (which are boolean — true or false). The synchronization process can be scheduled either every 6 hours or once a day.

For detailed understanding of multibrand workspaces and the feature logic, refer to What are multibrand workspaces?

Prerequisites

• To create and manage workspace groups, you must be an organization user with an administrator role.
• All workspaces intended to be grouped must use the same unique profile identifier attribute, (either email or customID), to properly synchronize profiles.
• Review and understand the limits regarding the number of workspaces that can be included in a group.

Procedure

To create a workspace group:

1. Log in to the Synerise platform; on the list of workspaces, navigate to the organization section and select the organization in which you will group workspaces.
   Result: You are redirected to the list of workspaces assigned to the organization.
2. On the left panel, click Add group.
   Result: A pop-up appears.
3. In the Group name field, enter a meaningful name for the group to which you will add workspaces.
4. In the Assigned workspaces section, select workspaces to include in the group. This way, later in the process, you can select workspaces from this group to share data. Become familiar with the limits on the number of workspaces.
5. Confirm by clicking Apply.
6. In the Shared profile identifier dropdown list, verify or select the profile attribute that uniquely identifies profiles in all selected workspaces.
   • This attribute is used to match the same profile across different workspaces.
   • The system automatically detects and selects one of available unique profile identifiers (email or customID) in all workspaces from the group.
   • You can review which profile identifier is currently configured in a workspace by logging into that workspace and going to Settings > Identities. If your workspace:
     • uses unique emails, this means that a profile is recognized based on email and customID
     • uses non-unique emails, this means that a profile is recognized based on customID only.
       WARNING: If you want to change the unique profile identifier in a workspace,consider it carefully, as it can potentially cause significant issues. You can manage the unique profile identifier under Settings > Identities within the workspace. The documentation on profile identifiers is available at Identifiers.
7. Confirm your choice by clicking Apply.

Managing workspace groups

• You can edit or rename group name after creating the group.
• You can add or remove workspaces in the group as long as you comply with the limits.

What’s next?

Once you created your workspace group, you can start sharing segmentation results to the group.