Workspaces & Projects

What Are Workspaces?

Workspaces are top-level containers for organizing your work. Each workspace has:

• Documents and files
• Agents and automations
• Team members
• Settings and integrations

Create a Workspace

1. Click Workspaces in the left sidebar
2. Click New Workspace
3. Enter workspace name and description
4. Choose privacy: Private or Shared
5. Click Create

Workspace Types

Private Workspace

• Only you can access
• Use for personal projects
• Ideal for testing

Shared Workspace

• Invite team members
• Collaborate on documents
• Control permissions per member

Projects

Organize documents within a workspace using projects:

1. In workspace, click New Project
2. Enter project name
3. Create folders and subfolders
4. Upload documents

Project Structure

Workspace
├── Project 1
│   ├── Folder: Q1 Reports
│   │   ├── Jan Report.pdf
│   │   ├── Feb Report.pdf
│   │   └── Mar Report.pdf
│   └── Folder: Contracts
│       ├── Client A Contract.docx
│       └── Client B Contract.docx
└── Project 2
    └── Invoices
        ├── Invoice 001.pdf
        └── Invoice 002.pdf

Team Members

Invite to Workspace

1. Go to Settings → Members
2. Click Invite Member
3. Enter email address
4. Select role (see table below)
5. Send invite

Roles & Permissions

Role	Documents	Agents	Settings
Owner	Full access	Full access	Full access
Admin	Full access	Full access	Access control
Editor	Read/Write	Full access	No
Viewer	Read only	View only	No

Edit Member Role

1. Go to Settings → Members
2. Select member
3. Click Change Role
4. Choose new role
5. Save

Remove Member

1. Go to Settings → Members
2. Click Remove next to member
3. Confirm

Workspace Settings

Rename Workspace

1. Settings → General
2. Click Edit next to name
3. Enter new name
4. Save

Delete Workspace

⚠️ This cannot be undone!

1. Settings → Danger Zone
2. Click Delete Workspace
3. Enter workspace name to confirm
4. Delete

Best Practices

Organization

• One workspace per project - Keep related work together
• Use projects for phases - Q1, Q2, Q3, Q4
• Create subfolders - Organize by document type

Naming

✅ Good names:
- Customer Onboarding
- Legal Contracts 2024
- Q1 Financial Reports

❌ Poor names:
- Work
- Files
- Documents

Permissions

• Principle of least privilege - Give minimum required access
• Review regularly - Remove inactive members
• Use roles - Don't give admin unless needed

Sharing Documents

Share Entire Project

1. Open project
2. Click Share
3. Select members or create link
4. Set permissions (View/Edit)
5. Send

Share Individual Document

1. Open document
2. Click Share
3. Add people or create link
4. Set expiration if needed
5. Share

Public Link

Share documents outside your organization:

1. Click Share
2. Select Create Public Link
3. Set permissions (View only recommended)
4. Copy link

Archiving

Archive old workspaces and projects:

1. Select workspace/project
2. Click Archive
3. View archived items: Settings → Archived

Archive benefits:

• Keeps workspace uncluttered
• Preserved for reference
• Easy to restore if needed

Workspace Switching

Quick switch between workspaces:

1. Click workspace name in header
2. Select from dropdown
3. View workspace contents

Or use sidebar to navigate multiple workspaces.

Workspace Limits

Limit	Free	Pro	Enterprise
Workspaces	1	5	Unlimited
Members	1	10	Unlimited
Storage	1GB	100GB	Custom
Projects	5	Unlimited	Unlimited

Troubleshooting

Can't Create Workspace

• Check workspace limit for your plan
• Upgrade to Pro for more workspaces

Member Can't Access

• Verify invitation was accepted
• Check role has required permissions
• Try signing out and back in

Storage Full

• Archive old projects
• Delete unused documents
• Upgrade plan for more storage

See Also

• Team Collaboration
• Document Management
• Settings Overview