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Set Up Your Working Environment

Configure a Workspace, Add a Project & Collaborate with Your Team

In this tutorial, you will set up your working environment in Monokle Cloud by creating a workspace, adding a project, configuring your repository, and adding team members, granting them access to repositories for collaboration purposes.


A Monokle Cloud Account configured with a GitHub Repo.

1. Create a workspace

Workspaces are logical groupings of projects. It is where you will work on projects with your team.

Login to Monokle Cloud with your GitHub account credentials and click on Workspaces in the toolbar. In the Workspaces section, you will find a preconfigured Default workspace to help you get started.

Click on Create to get started with creating a new workspace.

Create a New Workspace

Enter the Workspace name and Description based on your preference for the workspace and click on Create.

Create a New Workspace 2

Monokle shows a notification on the successful creation of a workspace and loads the created workspace for the next course of action which is adding a project.

Create Project

In the workspace Product 1, the menu bar has the following four options:

  • Projects: To manage projects.
  • Members: To manage members based on their role.
  • Billing: To manage cost - based on utilization.
  • Settings: To update workspace-related configuration.

To configure a repository, you need to first create a project. Let's do that next.

2. Add a project

The project helps you better align a workspace. Each workspace can have multiple projects. Click on Add project to get started with creating a project in the workspace Product 1.

Enter the Project name and click on Create. You will see how to add team members later in this tutorial.

Add Project

Monokle shows the notification Success on the project's creation and loads the dashboard with options to manage the project.

Add Project Success

In the above screenshot, you can see the following options:

  • Repositories: To create, read, update, and delete repositories in the project.
  • Members: To create, read, update, and delete members in the project.
  • Policy: To manage validation policies in the project.
  • GitHub Bot: To manage a bot that automates PR validation for repositories in the project.

Now that the project is created, the next step is to configure the repository.

3. Configure a repository

A project can have multiple repositories configured. Click on Add repository to get started adding a repository to the project. Select the GitHub account and the repository you want to add to the project.

Configure Repository

If the repository is not showing in the Select a repository dropdown then you can click on Missing a repo? Configure Monokle on GitHub.

Click on Add repository to add the repository.

Add Repository

Monokle loads the project dashboard with the repository added.

Repository Added

Now that the repository is configured, you can access your manifest by clicking on the repository. The next step is to enable collaboration with team members.

4. Add Team Members

You can use the one-click button Invite users available to invite users to your project in What to do next? in the last screenshot in step 3.

Monokle loads the Members section of the project where you can add pre-existing members of the workspace to the project.

For the first-time user, Select Add/ Remove members and in the dropdown click on Invite users.

Add Members

Send Invitations

Enter the details of the user you want to invite, select the project, and click on Send Invitations. Monokle provides the ability to limit access by members to the workspace and project based on member roles. Read more about role-based access control from our official documentation.

Invite Members

Adding a member to a project will automatically assign the developer role to them in the project and the member role in the workspace.

Accept Invitations

The user will receive an email from Monokle Cloud to start the setup to collaborate with the team. Click on Join now.

Accept Invitation

Please Note: Ensure that the pop-up window is not blocked.

This loads Monokle into a new tab to start the setup using the invite link. Click on Get started.

Get Started

Monokle requires user confirmation to accept/deny the invitation to the workspace.

Confirm Accept Invitation

Click on Accept to accept the invitation. With the default settings, this new user will be able to view the workspace settings and the project details, and access the repository in the Monokle IDE. These are the minimal rights available for all the users who accept the invitation.

Monokle loads the workspace for the user and provides relevant details like workspace details, role of the user, etc.

Workspaces and Roles

A user also receives a confirmation email once the invitation has been successfully accepted and the user is added to the project.

Access Confirmation

For the owner who sent the invite, Monokle updates the project members' dashboard with the user details and its role.

Project Dashboard

Now the user is added and able to collaborate with the team.

These steps will add the user with default minimal rights. In order to modify the access rights of the added users, check our next tutorial on managing your team (Coming Soon!).