Workspaces¶

Learn how to use workspaces to organize team documents and collaborate effectively.

Overview¶

Workspaces are shared spaces where team members collaborate on documents. They provide:

• Shared document storage - All team documents in one place
• Team collaboration - Multiple users can access and edit
• Permission management - Control who can do what
• Organization - Organize documents by project or team

Create Workspace¶

Creating Your First Workspace¶

1. Click "Workspaces" in sidebar
2. Click "New Workspace"
3. Enter workspace details:
4. Name (e.g., "Legal Team", "Project Alpha")
5. Description (optional)
6. Default permissions
7. Click "Create"

Workspace Settings¶

Configure workspace settings:

• Name - Workspace display name
• Description - Purpose and scope
• Default Permission - Default access level for new members
• Allow Public Sharing - Whether members can create share links

Add Members¶

Invite by Email¶

1. Open workspace
2. Click "Members" tab
3. Click "Invite Member"
4. Enter email address
5. Select role and permission level
6. Click "Send Invite"

Add Existing Users¶

1. Open workspace
2. Click "Members" → "Add Member"
3. Search for user by name/email
4. Select role and permission
5. Click "Add"

Workspace Roles¶

Role Types¶

Changing Member Roles¶

1. Go to "Members" tab
2. Find member in list
3. Click role dropdown
4. Select new role
5. Changes apply immediately

Upload to Workspace¶

Direct Upload¶

1. Open workspace
2. Click "Upload" or drag files
3. Files uploaded to workspace
4. All members see based on their permissions

Move to Workspace¶

1. Right-click document
2. Select "Move to Workspace"
3. Choose workspace
4. Document moves to workspace

Manage Workspace Documents¶

View Documents¶

1. Open workspace
2. See all documents in workspace
3. Filter by:
4. Folder
5. Tag
6. Date
7. Type

Organize Within Workspace¶

Create folders within workspace:

1. Click "New Folder" in workspace
2. Name folder
3. Drag documents to folder
4. All members see folder structure

Best Practices¶

Workspace Organization¶

Member Management¶

• Start with viewers - Grant minimum access
• Promote as needed - Upgrade permissions when required
• Regular audits - Review member list quarterly
• Remove inactive - Clean up old members

Permissions¶

• Use roles appropriately - Owner for leaders, admins for managers
• Document-level overrides - Override workspace permissions for specific documents
• Review regularly - Audit permissions quarterly

Workspace Limits¶

By plan:

Removing Members¶

Remove a Member¶

1. Go to "Members" tab
2. Find member
3. Click "Remove"
4. Confirm removal
5. Member loses access immediately

Deleting Workspaces¶

Delete a Workspace¶

1. Open workspace
2. Go to "Settings"
3. Scroll to "Danger Zone"
4. Click "Delete Workspace"
5. Confirm deletion

What happens:

• All workspace documents stay in original owner's account
• All members lose access
• Workspace cannot be recovered

Troubleshooting¶

Can't Create Workspace¶

Possible reasons:

• Plan doesn't support workspaces
• Reached workspace limit for plan
• Insufficient permissions

Solution: Upgrade plan or delete unused workspaces

Member Can't See Documents¶

Check:

1. Member role and permissions
2. Document-level permissions
3. Member has accepted invite
4. Document is in workspace (not personal)

Can't Add Member¶

Possible reasons:

• Reached member limit for plan
• Email already invited
• Insufficient permissions (must be owner/admin)

Solution: Upgrade plan or remove inactive members

Next Steps¶

• Sharing & Permissions - Learn about document sharing
• Organize Documents - Organize within workspaces