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Documentation Index

Fetch the complete documentation index at: https://docs.upsolve.ai/llms.txt

Use this file to discover all available pages before exploring further.

For more complex applications, you may want to deploy multiple workspaces simultaneously, each serving a different analytical purpose. This page shows you how to organize and deploy multiple workspaces in a single application.

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Use Cases for Multiple Workspaces

Separate Workspaces by:
  • Department: Sales, Marketing, Engineering dashboards
  • Data Source: Different databases or data warehouses
  • User Type: Executive dashboards vs operational dashboards
  • Purpose: Standard reporting vs custom exploration spaces

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Creating a Multi-Workspace Experience

Here’s how to build a tabbed interface where each tab contains a different workspace: mixed-workspace-tabs Caption: Application showing multiple workspaces in tabs: Sales Analytics, Marketing Insights, and Custom Reports

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Combining Standard and Custom Only Workspaces

A common pattern is to provide:
  1. Standard Workspaces: Pre-built dashboards for common use cases
  2. Custom Only Workspace: Personal analytics space for power users

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React Implementation

import { UpsolveWorkspace } from '@upsolve-labs/react';
import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs';

interface WorkspaceConfig {
  id: string;
  name: string;
  description: string;
  permissions: TenantEditingPermissions;
  isCustomOnly?: boolean;
}

export function MultiWorkspaceApp({ userToken }: { userToken: string }) {
  // Configure your workspaces
  const workspaces: WorkspaceConfig[] = [
    {
      id: 'd982f3d1-d145-43b5-bbfe-1c3322bd43fb',
      name: 'Sales Analytics',
      description: 'Revenue, pipeline, and performance metrics',
      permissions: {
        addChart: true,
        addFilter: true,
        createChart: false, // Read-only for sales team
        editCharts: false,
        removeChart: false,
      },
    },
    {
      id: '8a620645-bad4-40d4-823b-7fb57aeb9f98',
      name: 'Marketing Insights',
      description: 'Campaign performance and customer engagement',
      permissions: {
        addChart: true,
        addFilter: true,
        createChart: true,
        editCharts: true,
        removeChart: true,
      },
    },
    {
      id: 'c48ce638-0c2c-44ff-8d35-2a5616f167e2',
      name: 'Custom Reports',
      description: 'Your personal analytics workspace',
      permissions: {
        addChart: true,
        addFilter: true,
        createChart: true,
        editCharts: true,
        removeChart: true,
      },
      isCustomOnly: true, // This is a Custom Only workspace
    },
  ];

  return (
    <div className="h-screen flex flex-col">
      <header className="border-b p-4">
        <h1 className="text-2xl font-bold">Company Analytics</h1>
      </header>
      
      <Tabs defaultValue={workspaces[0].id} className="flex-1">
        <div className="border-b">
          <TabsList className="w-full justify-start">
            {workspaces.map((workspace) => (
              <TabsTrigger 
                key={workspace.id} 
                value={workspace.id}
                className="relative"
              >
                {workspace.name}
                {workspace.isCustomOnly && (
                  <span className="ml-2 text-xs bg-purple-100 text-purple-800 px-2 py-0.5 rounded">
                    Personal
                  </span>
                )}
              </TabsTrigger>
            ))}
          </TabsList>
        </div>

        {workspaces.map((workspace) => (
          <TabsContent 
            key={workspace.id} 
            value={workspace.id}
            className="flex-1 m-0"
          >
            <div className="h-full flex flex-col">
              {/* Optional: Add description banner */}
              {workspace.description && (
                <div className="bg-gray-50 border-b px-4 py-2 text-sm text-gray-600">
                  {workspace.description}
                </div>
              )}
              
              <div className="flex-1">
                <UpsolveWorkspace
                  workspaceId={workspace.id}
                  tenantJWT={userToken}
                  tenantEditingPermissions={workspace.permissions}
                  tabPlacement="top"
                  theme="light"
                />
              </div>
            </div>
          </TabsContent>
        ))}
      </Tabs>
    </div>
  );
}

​
Key Implementation Details

1. Workspace Configuration Store workspace metadata in a configuration object: 
const workspaces = [
  {
    id: 'd982f3d1-d145-43b5-bbfe-1c3322bd43fb',
    name: 'Standard Reports',
    permissions: { /* standard permissions */ },
  },
  {
    id: 'c48ce638-0c2c-44ff-8d35-2a5616f167e2',
    name: 'My Custom Reports',
    permissions: { /* full permissions */ },
    isCustomOnly: true, // Mark as Custom Only
  },
];
2. Conditional Permissions Different workspaces can have different permission levels: 
// Read-only workspace for standardized reports
permissions: {
  readOnly: true,
}

// Full-featured Custom Only workspace
permissions: {
  addChart: true,
  createChart: true,
  editCharts: true,
}
3. Visual Indicators Add badges or styling to help users understand workspace types: 
{workspace.isCustomOnly && (
  <Badge variant="purple">Personal</Badge>
)}

​
IFrame Multi-Workspace Implementation

If you’re using iframes instead of React components: 
<div class="workspace-tabs">
  <div class="tab-buttons">
    <button onclick="showWorkspace('sales')">Sales Analytics</button>
    <button onclick="showWorkspace('marketing')">Marketing Insights</button>
    <button onclick="showWorkspace('custom')">Custom Reports</button>
  </div>
  
  <iframe 
    id="workspace-frame"
    src="https://hub.upsolve.ai/share/dashboard/DASHBOARD_ID?personalWorkspace=true&jwt=USER_JWT"
    width="100%"
    height="800px"
    frameborder="0">
  </iframe>
</div>

<script>
  const workspaces = {
    sales: {
      url: 'https://hub.upsolve.ai/share/dashboard/SALES_DASHBOARD_ID?personalWorkspace=true&jwt=USER_JWT',
    },
    marketing: {
      url: 'https://hub.upsolve.ai/share/dashboard/MARKETING_DASHBOARD_ID?personalWorkspace=true&createChart=true&jwt=USER_JWT',
    },
    custom: {
      url: 'https://hub.upsolve.ai/share/dashboard/CUSTOM_DASHBOARD_ID?personalWorkspace=true&createChart=true&editCharts=true&jwt=USER_JWT',
    },
  };

  function showWorkspace(workspaceKey) {
    document.getElementById('workspace-frame').src = workspaces[workspaceKey].url;
  }
</script>

​
Best Practices

Do:
  • Limit the number of workspace tabs to 4-7 for better UX
  • Use clear, descriptive names for each workspace
  • Add visual indicators for Custom Only workspaces
  • Consider role-based access control for workspace visibility
  • Provide descriptions or tooltips explaining each workspace’s purpose
Don’t:
  • Create too many workspaces (causes tab clutter)
  • Use generic names like “Workspace 1”, “Workspace 2”
  • Give all workspaces the same permissions
  • Forget to handle loading states when switching workspaces

​
Performance Considerations

Lazy Loading: Load workspace content only when the tab is selected: 
<TabsContent value={workspace.id}>
  <Suspense fallback={<LoadingSpinner />}>
    <UpsolveWorkspace {...workspaceProps} />
  </Suspense>
</TabsContent>
Caching: Maintain workspace state when switching tabs to avoid reloading: 
const [loadedWorkspaces, setLoadedWorkspaces] = useState<Set<string>>(new Set());

// Mark workspace as loaded when first accessed
onTabChange={(workspaceId) => {
  setLoadedWorkspaces(prev => new Set(prev).add(workspaceId));
}}