This feature is in a [public preview](/docs/glossary#public-preview) mode.
A workspace group is a collection of workspaces created to synchronize profile information across them. This is a part of the Co-Brand Decisioning Layer 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 Co-Brand Decisioning Layer and the feature logic, refer to [What is Co-Brand Decisioning Layer?](/docs/settings/workspace/multibrand-workspaces/about) ## Prerequisites --- - To create and manage workspace groups, you must be an [organization user](/docs/settings/organizations) with an administrator role. - All workspaces intended to be grouped must use the same unique [profile identifier attribute](/docs/settings/configuration/non-unique-emails), (either `email` or `customID`), to properly synchronize profiles. - Review and understand the [limits](/docs/settings/workspace/multibrand-workspaces/limits-and-constraints) 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. 3. On the left panel, click **Add group**. **Result**: A pop-up appears. 4. In the **Group name** field, enter a meaningful name for the group to which you will add workspaces. 5. 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](/docs/settings/workspace/multibrand-workspaces/limits-and-constraints). - After saving this group, adding workspaces won’t be possible. Make sure your selection is final before proceeding. 6. Confirm by clicking **Apply**. 7. 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.
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](/docs/settings/configuration/non-unique-emails).
8. Confirm your choice by clicking **Apply**. ## Managing workspace groups --- After creating the group: - You can edit the group name. - You can remove workspaces from the group, but the group must always include at least two workspaces after any removals. ## What's next? --- Once you created your workspace group, you can [start sharing segmentation results to the group](/docs/settings/workspace/multibrand-workspaces/sharing-segmentation-results).