Workspaces - Upsolve AI

What is an Upsolve Workspace?

An Upsolve Workspace is a container that holds multiple related dashboards. Instead of deploying individual dashboards, you can group related dashboards together and deploy them as a single unit.

Dashboard Types in a Workspace

Global Dashboards

Created by administrators in the Upsolve Hub
Visible to all users of the workspace
Read-only for end users (tenants)
Define the baseline analytics experience

Tenant Dashboards

Created by individual users/tenants when embedded
Private to each tenant
Fully editable by the tenant who created them
Allow for personalized analytics views

Creating Your First Workspace

Navigate to Workspaces: In the Upsolve Hub, go to your workspace management area
Create New Workspace: Click the “Create Workspace” button
Initial Dashboard: The system automatically creates your first dashboard, which becomes the foundation of your workspace
Workspace Properties: The workspace inherits its name, author, and metadata from this first dashboard

Important: A workspace is essentially a wrapper around dashboards — it doesn’t have independent properties beyond what the dashboards inside it define.

Adding Dashboards to Your Workspace

Once you have a workspace, you can add multiple dashboards:

Use the + Button: In your workspace view, click the ”+” button to create a new dashboard
Dashboard Creation: This opens the dashboard builder where you can:
- Add charts and visualizations
- Configure filters
- Set dashboard permissions
Automatic Organization: New dashboards are automatically added to your current workspace

Pro Tip: The experience your tenants have when adding dashboards will mirror this process — they’ll use the same ”+” button to create their personal dashboards.

Managing Dashboard Organization

Moving Dashboards

You can reorganize dashboards between workspaces:

Access Move Function: Click the “Move” button on any dashboard
Select Destination: Choose the target workspace from the dropdown
Confirm Move: The dashboard moves to the new workspace immediately

Important Behaviors

Empty Workspaces: If you move all dashboards out of a workspace, it will automatically disappear from your home screen
Workspace Inheritance: When moved, dashboards adapt to their new workspace’s configuration

Custom Only Workspaces

Control which dashboards are visible to your end users with the Custom Only workspace feature. This is ideal when you want to provide a workspace where users can only see and work with their own personal dashboards, without any global/admin-created dashboards cluttering their view.

What is Custom Only Mode?

When a workspace is marked as “Custom Only”:

Tenant users see ONLY their personal dashboards (no global dashboards)
Admin users still see all dashboards when in admin view
Admins viewing as tenants see only tenant dashboards (matching tenant experience)
Global dashboards are hidden from all non-admin users

This feature is perfect for:

Personal analytics workspaces
User-specific data exploration environments
Custom reporting areas where you want complete tenant isolation

Setting Up Custom Only Mode (Admin)

Navigate to Your Workspace: Open the workspace you want to configure in the Upsolve Hub
Access Settings: Click the settings gear icon in the dashboard header
Toggle Custom Only: Find and enable the “Custom Only” switch in the settings menu
Confirmation: The workspace is immediately marked as custom only

Caption: The Custom Only toggle in the workspace settings menu

Admin Experience with Custom Only Workspaces

When you mark a workspace as Custom Only, you’ll see a prominent red banner on all global dashboards warning you:

Custom Only Workspace
This workspace has been marked as “Custom Only”. This dashboard will not be visible to any of your users.

Caption: Red warning banner shown to admins on global dashboards in Custom Only workspaces This banner serves as a visual reminder that any global/admin dashboards you create in this workspace will not be visible to your end users. You can still:

View and edit all global dashboards
Switch between admin view and tenant view
Create new dashboards (they won’t be visible to tenants)

Tenant Experience with Custom Only Workspaces

When a tenant (end user) accesses a Custom Only workspace: If they have created personal dashboards:

They see ONLY their own dashboards in tabs
No global dashboards appear
They can create new dashboards using the ”+” button
Full editing permissions on their own dashboards (based on your tenantEditingPermissions)

Caption: Tenant view of Custom Only workspace showing only personal dashboards If they haven’t created any dashboards yet:

They see a welcoming empty state screen
Clear call-to-action to create their first dashboard
Message: “Welcome to your personal dashboard workspace for [Organization Name]. It looks like you haven’t made any dashboards yet.”
Prominent “Create Your First Dashboard” button

Caption: Empty state shown to tenants with no personal dashboards in a Custom Only workspace

When to Use Custom Only Mode

Use Custom Only for:

Personal analytics workspaces where each user builds their own views
Self-service exploration environments
Custom reporting areas with complete tenant isolation
User-specific data sandboxes

Don’t use Custom Only for:

Workspaces where you want to provide baseline dashboards to all users
Shared analytics environments
Standardized reporting where all users should see the same base dashboards

Technical Implementation

The Custom Only flag is stored on the workspace level (not per dashboard). Important Notes:

The Custom Only toggle affects the ENTIRE workspace
Existing global dashboards remain in the workspace but become hidden from tenants
Admins can switch back to admin view at any time to manage global dashboards
The setting can be toggled on/off without data loss

Deploying Your Workspace

Using the UpsolveWorkspace Component

Once your workspace is ready, deploy it using the React component:

import { UpsolveWorkspace } from '@upsolve-labs/react';

function MyApp() {
  const userToken = "your-tenant-jwt"; // Replace with your tenant JWT

  return (
    <UpsolveWorkspace
      workspaceId="your-workspace-id"
      tenantJWT={userToken}
      tenantEditingPermissions={{
        addChart: true,
        addFilter: true,
        createChart: true,
        editCharts: true,
        removeChart: true,
        aiCharts: true
      }}
    />
  );
}

Key Props Explained

workspaceId: The unique identifier of your workspace (found in the Hub)
tenantJWT: Authentication token for your tenant
tenantEditingPermissions: Controls what your users can do:
- addChart: Allow tenants to add charts to their view-only dashboards
- addFilter: Allow tenants to add filters that apply only to their view
- createChart: Allow tenants to create new charts that appear only for them
- createChartSQL: Allow tenants to create charts with SQL (requires createChart)
- editCharts: Allow tenants to edit charts in their personal dashboards
- removeChart: Allow tenants to remove charts from their view of a dashboard
- readOnly: Make personal dashboards visible but read-only
- disableTabs: Disable tabbed display in the SDK
- aiCharts: Allow tenants to use AI-powered chart creation
- editMarketplace: Allow tenants to edit marketplace charts
- aiInsight: Allow access to the AI insights chat sidebar

Getting Your Workspace ID

In the Upsolve Hub, navigate to your workspace
Click the “Deploy” button
Copy the provided workspace ID and integration code

Code Examples

Basic Workspace Component

import { UpsolveWorkspace } from '@upsolve-labs/react';

export function AnalyticsDashboard({ userToken }: { userToken: string }) {
  return (
    <div className="analytics-container">
      <h1>Company Analytics</h1>
      <UpsolveWorkspace
        workspaceId="ws_abc123"
        tenantJWT={userToken}
        tenantEditingPermissions={{
          addChart: true,
          addFilter: true,
          createChart: true,
          editCharts: true,
          removeChart: true,
        }}
        tabPlacement="top" // or "popover"
      />
    </div>
  );
}

Advanced Configuration

<UpsolveWorkspace
  workspaceId="ws_abc123"
  tenantJWT={userToken}
  tenantEditingPermissions={{
    addChart: true,
    createChart: false, // Users can add existing charts but not create new ones
    editCharts: true,
    readOnly: false
  }}
  theme="dark" // or "light"
  tabPlacement="popover" // Compact dropdown instead of tabs
/>

The screenshot below shows what happens when you set tabPlacement="popover" — a compact dropdown replaces tabs.

Alternative Deployment: IFrame Embedding

In addition to the React component approach, you can embed Upsolve Workspaces directly using an iframe. This method is useful for non-React applications or when you need quick integration without installing packages.

IFrame Deployment

Basic IFrame Integration

Instead of using the React component, you can embed workspaces using a standard HTML iframe:

<iframe
  src="https://hub.upsolve.ai/share/dashboard/[DASHBOARD_ID]?personalWorkspace=true&createChart=true"
  width="100%"
  height="600px"
  frameborder="0">
</iframe>

Replace [DASHBOARD_ID] with your actual dashboard ID from the Upsolve Hub.

IFrame Configuration Parameters

Control your workspace behavior using URL parameters:

Essential Parameters

personalWorkspace=true - Required to enable workspace functionality with tabs
jwt=[YOUR_JWT_TOKEN] - Authentication token for your users

Dashboard Creation Controls

⚠️ Important: To show the ”+” button for adding dashboards, you must set personalWorkspace=true AND at least one of these permissions:

createChart=true - Allow users to create new charts and dashboards
addChart=true - Allow users to add existing charts to dashboards
addFilter=true - Allow users to add filters to dashboards

Additional Permissions

editCharts=true - Allow editing of chart configurations
removeChart=true - Allow removing charts from dashboards
aiCharts=true - Enable AI-powered chart creation
readOnly=true - Personal dashboards visible but read-only
disableTabs=true - Show single dashboard without tabs

UI Customization

hideHeader=true - Hide the dashboard header
hideDownloadButton=true - Hide download functionality
theme=dark or theme=light - Set color theme
globalDashboardName=Custom Name - Override the global tab name

Complete IFrame Examples

Full-Featured Workspace

<iframe
  src="https://hub.upsolve.ai/share/dashboard/your-dashboard-id?personalWorkspace=true&createChart=true&addChart=true&addFilter=true&editCharts=true&removeChart=true&aiCharts=true&jwt=your-jwt-token"
  width="100%"
  height="800px"
  frameborder="0">
</iframe>

Read-Only Workspace (No + Button)

<iframe
  src="https://hub.upsolve.ai/share/dashboard/your-dashboard-id?personalWorkspace=true&jwt=your-jwt-token"
  width="100%"
  height="600px"
  frameborder="0">
</iframe>

Single Dashboard (No Tabs)

<iframe
  src="https://hub.upsolve.ai/share/dashboard/your-dashboard-id?disableTabs=true&hideHeader=true&jwt=your-jwt-token"
  width="100%"
  height="500px"
  frameborder="0">
</iframe>

Dark Theme with Custom Global Name

<iframe
  src="https://hub.upsolve.ai/share/dashboard/your-dashboard-id?personalWorkspace=true&createChart=true&theme=dark&globalDashboardName=Company Analytics&jwt=your-jwt-token"
  width="100%"
  height="700px"
  frameborder="0">
</iframe>

⚠️ Important Requirements

For Dashboard Creation (+ Button)

The ”+” button to add new dashboards will only appear when:

personalWorkspace=true is set, AND
At least one of these permissions is enabled:
- createChart=true
- addChart=true
- addFilter=true

If both conditions aren’t met, users will see a read-only workspace without the ability to create new dashboards.

Workspace vs Single Dashboard

With personalWorkspace=true: Shows tabbed interface with global + tenant dashboards
With disableTabs=true: Shows single dashboard without tabs
Default behavior: Shows only the specified dashboard without workspace features

Looking to deploy multiple workspaces in one app? See the dedicated guide: Multi-Workspace Deployment.

Technical Notes

UpsolveWorkspace wraps internal dashboard rendering to provide tabs and workspace context
Workspaces contain multiple dashboards identified by workspaceId
Each dashboard has a tenant_id (null for global, specific ID for tenant dashboards)
The component automatically handles tab creation and switching
Global dashboards (tenant_id = null) are read-only for embedded users
Tenant dashboards are fully editable based on tenantEditingPermissions
Empty workspaces automatically disappear from the Hub interface
The + button creates new dashboards within the current workspace
Tab placement can be top (traditional tabs) or popover (dropdown)

Embedded BI

Data Connection

Charts

Dashboards

Filtering

Data Permissioning

Customize

Dashboard Deployment

Sharing and Export

​What is an Upsolve Workspace?

​Dashboard Types in a Workspace

​Global Dashboards

​Tenant Dashboards

​Creating Your First Workspace

​Adding Dashboards to Your Workspace

​Managing Dashboard Organization

​Moving Dashboards

​Important Behaviors

​Custom Only Workspaces

​What is Custom Only Mode?

​Setting Up Custom Only Mode (Admin)

​Admin Experience with Custom Only Workspaces

​Tenant Experience with Custom Only Workspaces

​When to Use Custom Only Mode

​Technical Implementation

​Deploying Your Workspace

​Using the UpsolveWorkspace Component

​Key Props Explained

​Getting Your Workspace ID

​Code Examples

​Basic Workspace Component

​Advanced Configuration

​Alternative Deployment: IFrame Embedding

​IFrame Deployment

​Basic IFrame Integration

​IFrame Configuration Parameters