Manage all Shared Spaces in your organization

Note: This feature is currently in beta. Your feedback is crucial for its improvement. Use the Give us your feedback button at the top of the dashboard to share your thoughts.

As an admin, you need an efficient way to manage and monitor Shared Spaces. The Shared Spaces dashboard in Admin Settings gives you a clear overview, making it easy to find, organize, and customize the data you see. You can track participant interactions and seamlessly transfer ownership when needed. This feature streamlines management, enhances collaboration, and maximizes the impact of Shared Spaces.

See how it looks

Key features

• Efficiently locate and organize Shared Spaces with search and filter capabilities
• Customize the dashboard display by selecting and arranging relevant columns
• Gain Shared Space engagement insights and preview each Shared Space
• Identify high-performing Shared Spaces to replicate success
• Quickly transfer Shared Space ownership

You need this to succeed

The quick way

1. View Shared Spaces in Admin Settings
2. Search and filter the Shared Spaces
3. Customize columns to add or hide information in the dashboard
4. Preview a Shared Space
5. View engagement insights of a Shared Space
6. Transfer ownership of one or more Shared Spaces

Do this step by step

View Shared Spaces in Admin Settings

Within Admin Settings, you can view all of the Shared Spaces in your organization

1. Click the gear icon to open Settings in the Admin App.
2. Click Buyer Engagement in the left side menu to expand the section, and select Shared Spaces.

Search and filter Shared Spaces

As the number of Shared Spaces in your Showpad instance increases, it becomes essential to be able to find Shared Spaces that you need to manage. Quickly find and organize relevant Shared Spaces by searching and filtering the dashboard.

1. To search for a Shared Space, Enter a search term in the search field and press Enter. The dashboard will update as you search.
2. Sort the search results in ascending or descending order by clicking the column headers: Name, Status, Added, and Last activity. A third click will return you to the most relevant search result.
3. To filter the Shared Spaces, click View filters and select the filters you want to use. You can also rearrange the filter order by clicking the dots to the right of the filter name and dragging and dropping them in the desired order. Then, click Save.
4. Click on one of the filters and select the filter criteria. The list of Shared Spaces is automatically updated. Keep adding filter properties as needed.
5. To clear selected filter criteria from one filter, click the X next to the filter title.
6. You can remove all applied filters by clicking Clear filters.

These are the filters you can use:

• Owner: Select the owners to filter the Shared Spaces.
• Owner status: Select the owner status to filter the Shared Spaces. Choose between All, Active, and Deactivated.
• Last activity: Select the timeframe for viewing recent Shared Space activity. Choose between All time, Last 7 days, Last 14 days, Last 30 days, Last 60 days, and Last 90 days.

Customize columns in the dashboard

Customize your dashboard by choosing the columns you want. Pick from key details like Owner and Status, as well as engagement insights such as Last Activity and Active Participants. This way, you'll only see the information that matters most.

1. To customize the dashboard view, click the column visibility icon at the top right.
2. Select the information you want to add to the view or unselect the information you’d like to hide.
3. You can also rearrange the columns’ order by dragging and dropping them in the desired order.
4. Click Save once ready.
5. Scroll right to view the different available columns.

Tip: To resize the column widths, hover between the headers. Then, click and drag the column adjust icon to your desired size.

The available Shared Space information is as follows:

Preview a Shared Space

Ensure brand consistency while gaining visibility on how Shared Spaces are being used to engage with buyers.

1. Click on a Shared Space to open the detail panel.
2. Click the thumbnail of the Shared Space to open a preview in a new browser tab.

View engagement insights of a Shared Space

Discover in-depth insights on how participants engage with content and each other in each Shared Space. With this information, you can spot areas for improvement, tailor content to interests, and boost collaboration strategies.

1. Click on a Shared Space to open the detail panel.
2. Click the Engagement insights icon at the top of the detail panel.
3. Discover more about the provided engagement insights.

Transfer ownership of Shared Spaces

When users change roles or leave the organization, it's important to ensure each Shared Space has an active, appropriate owner. Transferring ownership maintains clear accountability and ensures Shared Spaces remain actively managed by the right person.

1. Select one or more Shared Spaces and click Transfer ownership.
2. Select a user and add a message to them.
3. Click Transfer ownership.
4. Learn more about transferring ownership of a Shared Space.