Before creating a workspace, you must configure an ODBC data source name (DSN) for the database that holds the workspace repository, as described in the installation guide for your product. You will need the following DSN configuration information to create the workspace:
The folder in which you plan to create workspaces must be shared with team members. It’s usually more convenient to share the folder before you create workspaces, but you can do it afterward if necessary, then refresh the workspace path.
It is the responsibility of the workspace creator to designate users for security policies. Perform this task as soon as you have finished creating the workspace, then periodically edit the list of users as required.