Personal and team workspaces
#Your Personal workspace is created with your account and is meant for you alone. The app says: "Your Personal workspace is just for you. People you invite join one of your workspaces - to collaborate on a single project, share that project instead." See Share a project.
A team workspace has its own projects, people, plan and credits. To create one, open the workspace menu (the workspace name at the top of the left panel), choose Create workspace, type a Workspace name and choose Create workspace. The same menu switches between your workspaces; the left panel shows the projects of the one you are in.
A project created in a team workspace is open to every member: its Share tab shows Everyone at and the workspace name, set to Can edit. Change that row to Can view, or to No access to make the project invited-only.
Member roles
#| Viewer | Editor | Admin | |
|---|---|---|---|
| Open the workspace's shared projects | Yes | Yes | Yes |
| Edit those projects and send messages to the agent there | No | Yes | Yes |
| Create projects in the workspace | No | Yes | Yes |
| Invite and remove members, change roles | No | No | Yes |
| Create and manage teams | No | No | Yes |
| Manage the plan, the billing and the credits | No | No | Yes |
| Rename or delete the workspace | No | No | Yes |
| Archive or delete a member's project | No | No | Yes |
A workspace can have several Admins, and it always keeps at least one.
How access adds up
#A person can reach a project in several ways: as a workspace member, through a team, by a direct invitation, or by the public link. The strongest one counts. If Everyone at says Can view but a person was invited as an Editor, that person can edit.
The Everyone at row caps what members get from the workspace: on a project set to Can view, workspace Editors can only view it. A project set to No access is hidden from all members, Admins included, except its creator and the people and teams in its Share tab.
Invite members
#- In the team workspace, open the workspace menu and choose Invite, or open Settings, People & teams.
- Under Invite a teammate, type the email address, choose the role and choose Invite.
- The person gets an email with a link. The page it opens says "Join" and the workspace name; they choose Join workspace, after signing in or creating an account.
An invitation lasts 7 days. The Invitations tab shows when each one expires, with Copy invite link, Resend ("Send a fresh invitation link (the previous link stops working).") and Revoke.
A workspace holds up to 25 members on every plan. People with workspace access, directly or through a team, count toward that number, and so do pending invitations. People you invite to a single project do not count.
Teams
#A team grants access to a group in one step. Admins manage teams in Settings, People & teams, on the Teams tab, in team workspaces:
- Create a team with a Team name, then add workspace members with Add a member….
- Workspace access gives the whole team a role in the workspace: No access, Viewer, Editor or Admin.
- To share one project with a team, use Add a team… in that project's Share tab.
People added to a team later get its access too. Deleting a team: "Members lose the access this team granted them. Projects shared with the team stay where they are." Teams cannot contain other teams.
Who pays
#The workspace pays for the work in its projects, whoever does it: the agent's work, voice input and the Cloud apps are paid from the workspace's plan and balance. A member whose own account is on the Free plan gets the workspace's paid features while working in its projects. Members who are not Admins see only who pays: "All AI usage in this workspace is billed to" and the owner's name. See Plans and credits on one page.
Leave or delete a workspace
#In Settings, General, a member of a team workspace can choose Leave workspace: "You'll lose access to this workspace and its projects." An Admin can choose Delete workspace and type the workspace's name to confirm. The app says: "Deleting this workspace removes access for every member. Projects are not deleted."