Creating a Space

A Space can be your client, a campaign or a place to collate all your live projects. It provides your account with a hierarchical structure to help you better manage multiple clients, campaigns, and projects all in one place.

To create a Space:

  • From the Oppolis Cloud dashboard, click on the Create a space quick link.

Tip: If you are not seeing the quick links, make sure that your quick links option is enabled. It is enabled when the slider option is moved to the right, as shown in the above image.

  • The Create a space wizard should appear.
  • Enter the Space name in the field provided and click Next.
  • Enter the Project name in the field provided and click Next.
  • Add your users by clicking Add a user.
  • Enter the names and email addresses of your users, allocate them as either members or guests and click Done.

Tip: To know more about the Members and Guests roles, and the Admin, Editor and Observer project roles, visit User roles for guidance.

  • Click Let's go! to finish your set-up.

That's it! You are now ready to start adding tasks to your newly created Space and Project.

To add more projects to your Spaces, simply visit Adding a Project for guidance.