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.
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 four tabs: Defaults, Members, Resources, and Site Score.
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.
Defaults Tab
The Defaults tab controls how site analysis runs in this workspace — which trade zone is used, which brands and categories appear on the map, and which preset is active.
Preset
Use the preset dropdown to choose which configuration drives this workspace's analysis. Some organizations have multiple presets for different store formats, regions, or concepts. The preset is shown alongside its default trade zone (e.g., "Blue Bronco · 8 min drive").
Trade Zone
The trade zone defines the geographic area used to calculate demographics and analyze site potential. It's used as the default for searches on the Site Analysis page.
For each trade zone, configure:
Type — Ring Buffer (radius-based), Network Service Area (drive time), or Foot Traffic
Value — the numeric size of the zone
Unit — Miles, Kilometers, Minutes, or Percent depending on zone type
Click the pencil icon to edit a trade zone or the trash icon to remove it.
Tracked Brands
Tracked brands are the specific brands that appear on the POI filter layer. For each brand:
Brand Name — start typing to search and select from available brands
Behavior — how this brand relates to your concept:
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
Click + Add brand to add a new entry. Click the trash icon on a row to remove it.
Tracked Categories
Tracked categories let you track entire business categories, useful when you want to monitor a type of business rather than a specific brand. The same Drawn / Avoid / Neutral behaviors apply.
Click + Add category to add a new entry.
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.
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.
Use the type dropdown to switch between Deals, Sites, Shared Maps, Custom Layers, Files, and Tags
Use the search box to filter the list
Check the items you want to move (or check the header checkbox to select all)
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, shared maps, and tags are moved — they're removed from the source. To duplicate a non-copyable resource, move a copy after the transfer.
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, an optional AI badge, a short description, and 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.
Creating a Sub-Workspace
To add a child workspace from inside Workspace Settings:
Open Workspace Settings (workspace switcher → Settings)
Either click + Create sub-workspace in the top right of the right pane, or click the + button next to "Workspaces" in the left tree
Confirm or change the Parent Workspace in the dropdown
Enter a Name (must be unique among siblings)
Optionally add a Description
Choose a Color from the presets or use a custom hex
Click Create Workspace
Requesting Model Changes
To change the demographic variables that drive analog matching and similarity scoring, contact your GrowthFactor team at [email protected]. The team can:
Add new variables — include additional demographic factors in your model
Change existing variables — modify how current variables are configured
Remove variables — drop variables no longer relevant to your analysis
Build additional models — set up segmented models for different store formats, regions, or concepts
Use the ESRI Data Browser to find variable codes when describing your request (e.g., KeyUSFacts.TOTPOP_CY).
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
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