Workspaces

Overview

Workspaces are shared environments for team collaboration and data. Each workspace has its own set of documents, automations, integrations, and team members. You can belong to multiple workspaces and switch between them easily.

Creating a Workspace

1. Click your workspace name at the top of the sidebar
2. Select Create Workspace
3. Enter a descriptive workspace name
4. Click Create

As the creator, you become the workspace owner with full administrative privileges.

Joining a Workspace

With a Workspace Key

1. Click your workspace name at the top of the sidebar
2. Select Join Workspace
3. Enter the workspace key provided by your team admin
4. Click Join

By Requesting Access

1. Browse available organization workspaces
2. Click Request Access on the desired workspace
3. Wait for an admin to approve your request
4. You'll receive a notification when approved

Managing Workspace Members

Workspace owners and admins can manage team members:

1. Go to Settings → Workspace
2. View the current member list
3. Click Invite Member to add new users
4. Adjust roles as needed

Member Roles

Sharing Your Workspace Key

To invite others to join your workspace:

1. Go to Settings → Workspace
2. Find the Workspace Key section
3. Copy the key and share it with your team members

Security Tip: Only share workspace keys with trusted team members. You can regenerate the key at any time to invalidate old keys.

Switching Between Workspaces

If you belong to multiple workspaces:

1. Click your current workspace name at the top of the sidebar
2. Select the workspace you want to switch to from the dropdown
3. The interface updates to show that workspace's content

Next Steps

• Learn the interface — Navigate the platform effectively
• Configure security — Set up SSO and access controls
• Connect integrations — Link external services