Selected documents
Choose which workspace documents belong in each room.
Project data rooms
Bring selected documents and members into a secure project data room for a project, review, or shared body of knowledge.
In practice
A Workzo project data room narrows a workspace down to the material a group needs. Membership and roles control who can enter, while linked documents keep the room focused on a specific purpose.
Choose which workspace documents belong in each room.
Access follows explicit project membership rather than workspace-wide visibility.
Admins manage members and resources while members use the material shared with them.
A simple sequence
Give the project data room a clear purpose for a project or review.
Link the relevant files and invite the members who need access.
Use the same selected source material for review and grounded answers.