Workspace Configuration

Set up your workspace and manage user permissions.

Basics

Getting Started with Workspaces
A workspace is the home for your projects, surveys, and notifications. When you first set up yo...
Managing Workspace Settings
Workspace settings allow you to modify how your workspace is displayed to participants in the M...
Switching Between Workspaces
You can be a member of more than one workspace. To switch your view to a different workspace, s...
Searching Within Your Workspace
Once you've begun to configure your project, you may wish to quickly locate different items by ...

Participant Notifications Overview
MyDataHelps Designer allows custom notifications to be sent to participants via the MyDataHelps...
Types of Participant Notifications
MyDataHelps Designer allows custom notifications to be sent to participants via push, SMS, and ...
Creating Participant Notifications
Participant notifications can be configured in a matter of minutes, with available features suc...
Delivering Participant Notifications
It is a best practice to thoroughly test all notifications before delivering them to participan...

Institutions
Institutions allow you to separate participants based on their institution, or study site, and ...
User & Permission Management
MyDataHelps Designer employs a sophisticated team- and institution-based access control system....