Workspaces bring together a specific group of people to collaborate on the same work. Allow your team to separate work and meet the needs of various teams. You can create workspaces and invite selected members. Many businesses use workspaces to separate departments within their organization or define collaboration through the content of the work. Might create a workspace with the name e.g. Project Management, Sales, Human Resources, a specific project name etc.
CONTENTS OF THIS ARTICLE
Create a new workspace
Every organization should have at least one workspace. To add a new workspace, follow these steps:
Click the the
+button to the right of the labelWorkspacesin your left sidebarGive your workspace a name. This is a necessary requirement
Customize your workspace with a description and icon
Decide who can access your workspace. You have four workspace access settings to choose from:
Default: Everyone at your organization must be a member
Open: Anyone can see and join this workspace
Closed: Anyone can see this workspace but not join
Private: Only members can see that this workspace exists
Click
Create workspace
Add members to a workspace
Beside the workspace name in your left sidebar, click the
•••button and thenAdd membersA menu will pop up. Type an email, name of a member or group in the text box, and choose whether to add them as
Workspce admimorWorkspce memberWorkspace admin: will have full access to workspace content and can edit workspace settings
Workspace member will have access to workspace content but cannot edit workspace settings
Click the button
Invite
Add or move Apps to a workspace
To add a new app to a workspace
Hover over the workspace name in your left sidebar
Click the
+button to add a new appChoose creating from templates, import or blank app
To move an existing app to a workspace:
Go to the app
Click, hold, and drag to move the app within the workspace
Change workspace settings
Every workspace has its own settings
Hover over the workspace name in your left sidebar
Click the
•••button next to the workspace nameClick
Workspace settings
A menu will pop up with three tabs: General, Members, and Security. Next, we will provide explanations for all the options in each tab.
General
Manage general workspace settings within the first tab. There are four sections:
Details
Click on the icon to change it. You can select an icon, emoji, or upload your own image.
Give your workspace a different name
Change the workspace description
Click
Updateto save the changes
Navigation
Select
Tab barorSidebarto customize how you navigate between apps in this workspace
Permissions
The currently set permission is displayed.
Danger zone
Leave workspace to remove this workspace from your sidebar
Delete workspace this will delete permanently this workspace for all members. This cannot be undone.
Members
In the second tab you can modify permissions and manage members of this workspace
Permissions
With three sections:
At the top the general workspace permission level. With four options:
Default: Everyone at your organization must be a member
Open: Anyone can see and join this workspace
Closed: Anyone can see this workspace but not join
Private: Only members can see that this workspace exists
Under that, split by each role
Workspace admins
Workspace members
Everyone else
Share to web
No access
Can view
Can view and duplicate
💡 Note: select default you’d like to add every member of your organization as workspace members, all at once select.
Members:
Manage the memberships of the workspace.
Click
Add membersto search for workspace members or groups via name or email, then add them to the workspace.Current workspace members and groups will be listed in this tab. Their role will be shown to the right of their name:
Workspace admin
Workspace member
Custom permissions
Teamspace owners can click any member or group’s role to change it.
Learn more about Sharing & permissions →
Security
At the third tab, you can manage security settings for this workspace. Within two sections:
Workspace security
Specify who can invite workspace member:
Only workspace admins
Any workspace member
The permission level of the workspace affects this setting. For example, if the default option is selected, all members of the workspace can invite other members to join.
Specify who can edit workspace apps? Adding, removing, or re-ordering apps
Only workspace admins
Any workspace member
Content security
These will automatically inherit from the workspace’s security settings — only teamspace owners who are also workspace owners will be able to modify them to make their teamspace settings more permissive than the workspace level settings.
Disable public page sharing: Don't let members publish pages in this teamspace to the web.
Disable guests: Don't let pages in this teamspace be shared with people who don't belong to your workspace.
Disable export: Don't let members export pages in this teamspace.
Browse existing workspaces of your organization
To see all existing teamspaces in your workspace:
In your left sidebar, click
All teamspaces.At the top, you’ll see teamspaces that you are a part of.
Below that, you’ll see all open and closed teamspaces in the workspace.
Open teamspaces can be joined directly from this menu.
Closed teamspaces are designated by a lock symbol. You’ll need to contact an existing member of the teamspace to invite you — you can see a list of all teamspace members by clicking the
•••symbol.
Leave a workspace
To leave a workspace that you are a member of:
Hover over the workspace name in your sidebar.
Click the
•••button and then choose theLeave workspaceoption.
