> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/workspaces.md). # Workspaces Organize your NationGraph experience with workspaces. Separate accounts, territories, or teams for cleaner workflows. ### What are Workspaces? Workspaces let you segment your NationGraph experience by team, territory, or account type. Each workspace can have its own Signal filters, field mappings, and sync rules. This is especially useful for organizations with multiple sales teams, regional coverage, or different go-to-market motions.

### Creating a Workspace Click here to watch [video](https://screen.studio/share/p6WPqwyw). {% embed url="" %} Creating a Workspace {% endembed %} Start in **Settings → Workspaces**. Click **Create a workspace**. {% stepper %} {% step %} #### CSV mapping Upload a CSV of the institutions you want to target. Map one primary field: **name**, **NationGraph ID**, **NCES**, **FIPS**, or **IPEDS**. NationGraph also reads secondary fields like **domain**, **city**, and **state**. Choose the right **institution type** before you review results. Check the **confidence score** for each match. Open alternate options when a row maps to the wrong institution. Use **show duplicates** to remove repeated institutions. Lower the confidence threshold to find and remove low-confidence matches. When the results look right, create and name the workspace. For the full CSV and CRM flow, see [Map accounts from CSV or CRM](/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md). {% endstep %} {% step %} #### By institution name Search **higher ed** or **K-12** by institution name. For example, search **Alabama** inside **K-12**, then choose the correct district. Enter the full institution name and create the workspace. {% endstep %} {% step %} #### By code Enter one or more **NCES** codes. Select **K-12** or **higher ed**. Separate multiple codes with commas, then search and create the workspace. {% endstep %} {% step %} #### By territory This is one of the most common ways to create a workspace. Filter by **institution type**, **state**, and **size**. For example, target **K-12 districts** in **California** with more than about **2,000 students**. Click **Preview** to review the matching set. In the video example, **511 districts** match. You can create the first **300**, split the set across multiple workspaces, or create more than one workspace. Smaller workspaces improve search speed. {% endstep %} {% step %} #### By purchase order or competitor This is one of the most common ways to create a workspace. Search one or more competitor names, like **Turnitin**, then press Enter. Click **Preview** to see where that competitor is sold. Start broad across institution types, then narrow to **K-12** or **higher ed**. In the video example, **Turnitin** drops from about **1,600** institutions to about **1,000** after narrowing to **K-12**. Create one or more workspaces and **load in those purchase orders**. {% endstep %} {% endstepper %} ### Territory stats **Settings → Territories** now includes a high-level stats module. Use it to quickly review territory coverage and recent activity before you adjust settings or sync workflows. Territory views now focus on active institutions by default. Institutions with matching Signals still appear when relevant. *** {% hint style="warning" %} **Important** Changes to settings affect new data only. Existing records won't be retroactively updated unless you trigger a manual re-sync. {% endhint %} ### Quick Start

Guide	Description	Link
Find & manage contacts	Find decision-makers, enrich, generate emails, and push to CRM.	Contacts
Deep research across accounts	Let Compass answer the same questions for every account so you can compare prospects and decide who to contact.	Deep Research
Generate a Workspace Summary column	Turn 3 smart columns into consistent call prep, asks, and briefs.	Workspace Summary
Track competitor contracts	Monitor competitor wins. Use renewals to time outreach.	Competitor Contracts
Map accounts from CSV or CRM	Match CSV rows or CRM accounts to NationGraph institutions with AI-assisted review.	Map accounts from CSV or CRM
Browse all quick starts	The full library of guides across NationGraph.	Quick starts

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