Workspace Settings

Workspace Settings is where each workspace is configured — name and color, members, default search parameters (trade zone, tracked brands, tracked categories), the resources it owns, and the lenses that power its GrowthFactor Score. Settings are scoped per workspace, so different teams in your organization can tailor analysis independently.

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Opening Workspace Settings

Workspace Settings is admin-only. Click the workspace name in the top of the left sidebar to open the workspace switcher, then click Settings at the bottom of the dropdown. (Members and Viewers don't see the Settings button — they see a short note pointing them to ask an admin.)

The Workspace Settings dialog opens with the active workspace selected. Use the tree on the left to switch between workspaces — clicking a workspace loads its settings on the right. The tree only shows workspaces you have admin access to.

Each workspace has five tabs: Defaults, Members, Resources, Logo, and Site Score.

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Workspace Header

At the top of the right pane, the selected workspace's name, color, and description are editable inline:

• Color dot — click to change the workspace color from the preset swatches or pick a custom hex
• Name — click to rename. Name must be unique among siblings
• Add description — click to add or edit an optional description
• Member count and sub-workspace count — quick stats for the workspace
• Create sub-workspace — opens the Create Workspace dialog with this workspace pre-selected as the parent
• Delete — appears in the top right for any workspace other than the one you're currently viewing. The root workspace and your current workspace cannot be deleted

You can also create a new sub-workspace from the + button next to "Workspaces" in the left tree, which uses the currently selected workspace as the parent.

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Defaults Tab

The Defaults tab controls how site analysis runs in this workspace. This includes the default trade zone used for searches, which brands and categories appear on the Tracked POIs map layer, and the demographic variables the workspace reports on.

Trade Zone

The trade zone defines the geographic area used to calculate demographics and analyze site potential. It's used as the default across your workspace. Each workspace has a single default trade zone.

If none is set, click + Add trade zone. Otherwise the current zone appears as a card. Click it (or the pencil icon) to edit, or the trash icon to remove.

Tracked Brands

Tracked brands are the specific brands that show up in the Tracked POIs map layer. Each row shows the brand name and its behavior. Click + Add brand to add one, or click a row (or the pencil icon) to edit it; the trash icon removes it. For each brand, choose a behavior:

• Drawn — complement brands whose customers are likely to also visit you
• Avoid — competitor brands that draw from the same customer pool
• Neutral — brands to track on the map without factoring into scoring

Tracked Categories

Tracked categories let you track entire business categories rather than a specific brand, useful when you want to monitor a type of business. The same Drawn / Avoid / Neutral behaviors apply. Click + Add category to add a new entry.

If a tracked brand or category name no longer matches GrowthFactor's data source, a banner appears above the list and the name is highlighted in red. Update or remove it to keep it tracked.

Demographic Variables

The demographic variables list is the set of metrics this workspace reports on. Every variable here appears in demographic reports for the workspace. Turn on Analog Matching for a variable and it's also used to find analog stores. You add, edit, reorder, and remove variables directly in this section.

Each row shows the variable's name with its ESRI code beneath it, plus three controls:

• Display as — Value for a raw count, or % for a share of a denominator
• Denominator — the variable the percentage is based on. Only percentage rows have one
• Analog Matching — turn on to also use this variable when finding analog stores

Drag a row by the handle on its left to reorder the list. To drop a variable, open its three-dot menu and select Remove. Changes save as you make them, so there's no separate save step.

The All, Analog Matching, and Other filters above the table narrow the list. Each one carries a count.

Adding a Variable

Click + Add variable to open the picker. Search by name or code, or browse the collapsed category groups. Variables already on your list show an Already added badge and can't be picked twice.

Percentages and Denominators

Switching a variable to % leaves its Denominator cell reading Choose…, highlighted in amber until you pick one. Click the cell to open the picker, which highlights a Common denominators section of the bases used most often. A variable renders as a percentage only once it has a denominator. Switching back to Value clears the denominator.

Keep at least one variable on Analog Matching. With none turned on, there's nothing to match against and analogs can't be found.

Where Your List Appears

• The Workspace Defaults tab of the demographics modal, in the order you set here
• The Demographics section of a store's detail panel
• Analog matching, and the Matching variables group in the analog comparison table
• PDF and Excel exports, as a Workspace Defaults page and category
• The GrowthFactor Agent, which reads the active workspace's list

Reference the ESRI Data Browser for code documentation. If a variable you need isn't in the catalog, click request a new variable below the table to send a request to the GrowthFactor team.

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Members Tab

The Members tab lists everyone with a role on the selected workspace. Use it to invite new members, change roles, or remove access.

The list shows each member's email, name, role, workspace, and status. Use the search box to filter by name or email.

• + Add member — invite an existing org user or send an invite to a new email
• Three-dot action menu — change a member's role (Viewer, Member, Admin) on this workspace, or remove them

See Members for full details on org-level vs. workspace-level roles, and the Access vs. Membership distinction.

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Resources Tab

The Resources tab lists the resources owned by this workspace, grouped by type. Use it to bulk-move (or, for custom layers, copy) resources to another workspace. Deals and Sites show Address, City, and State columns; other resource types show a Type column instead.

1. Use the type dropdown to switch between Deals, Sites, Shared Maps, Custom Layers, and Files
2. Use the search box to filter the list. For Deals and Sites, search also matches address, city, and state; for other resource types it matches only the name
3. Check the items you want to move (or check the header checkbox to select all)
4. Choose a destination workspace and confirm

Custom Layers are copied when you transfer them — a copy is created in the destination and the original stays in the source. Files, deals, sites, and shared maps are moved — they're removed from the source. To duplicate a non-copyable resource, move a copy after the transfer.

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Logo Tab

The Logo tab manages a single workspace logo that appears in two places: on site pins across the map (replacing the workspace's initials) and in the header of your public deal dropbox page. Upload it once and it shows up in both. By default, site pins display the workspace color with the workspace's initials overlaid.

Uploading a logo

1. Click Upload logo (or Replace logo if one already exists)
2. Select a PNG, SVG, or JPEG file under 512 KB
3. To remove it and revert site pins to initials, click Remove

Square images centered on a white background work best. Only one logo is kept per workspace; uploading a new image automatically replaces the previous one.

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Site Score Tab

The Site Score tab controls how the GrowthFactor Score is generated for this workspace.

Workspace Context

A short description of your brand, target customer, and strategic priorities that the AI uses when evaluating sites. A clear context helps the AI generate more relevant, calibrated scores. Edit it directly in the textarea.

Lenses

Lenses are the scoring dimensions that make up the GrowthFactor Score. Each lens row shows its name, a type badge (e.g., "AI"), an optional weight badge when the weight isn't 1× (e.g., "2×"), a short description, and badges for any connected data sources. Each row has three controls:

• Toggle — enable or disable the lens for this workspace
• Pencil icon — edit the lens name, description, weight, and connected data sources
• Trash icon — remove the lens

Click + Create lens to add a new lens. Each lens can be weighted to reflect what matters most to your concept — if one or two dimensions are more important, increase their weight so they contribute more to the overall score. Lenses can also be connected to specific data sources (demographics, nearby businesses, cannibalization analysis, analog stores) so the AI grounds its evaluation in real data.

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Creating a Sub-Workspace

To add a child workspace from inside Workspace Settings:

1. Open Workspace Settings (workspace switcher → Settings)
2. Either click + Create sub-workspace in the top right of the right pane, or click the + button next to "Workspaces" in the left tree
3. Confirm or change the Parent Workspace in the dropdown
4. Enter a Name (must be unique among siblings)
5. Optionally add a Description
6. Choose a Color from the presets or use a custom hex
7. Click Create Workspace

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Requesting Model Changes

Change the demographic variables that drive demographic reports and analog matching yourself, in the Defaults tab's Demographic Variables section. Add, remove, reorder, and toggle Analog Matching on any variable.

If a variable you need isn't in the ESRI catalog, click request a new variable in that section. Describe the variable you want and submit. The GrowthFactor team reviews the request and follows up.

For broader model work — building segmented models for different store formats, regions, or concepts — contact your GrowthFactor team at [e-mail].

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Related Features

• Workspaces — the workspace tree, switcher, and access vs. membership
• Members — org-level roles and the Members page
• GrowthFactor Score — how scores are generated