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Coupa Success Portal

Creating a Workspace

Workspaces can be created from within a specific Supplier, Relationship, Engagement, or Program record.

To create a workspace, follow these steps:

1. Access a Supplier, Relationship, Engagement or Program record.

2. Click the Subscribe button in the upper right of the page. Subscribing the object adds it to the workspace.

RA - subscribe button.png

3. The “Add Program to Workspace” pop-up window displays.

RA - subscribe button-2.png

4. Enter a New Workspace name in the corresponding field.

5. Click the Save button in the Add Program to Workspace window. Or, click the Cancel button to exit without creating a new workspace.

6. If the workspace is successfully subscribed to, then a confirmation message will display in green text within the pop-up window.

RA - subscribe button-3.png

 

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