Why workspaces exist
Most people need one workspace and never think about it again. Workspaces matter when you have genuinely separate businesses:- Maya runs Northwind Studio, and also does freelance consulting on the side. Two businesses, two sets of books, two workspaces.
- A holding company with two agencies that share nothing keeps them apart.
- You are a member of a client’s workspace as a contractor, and also run your own.
The workspace URL
Every workspace has a short name called a slug, and it appears in every URL:Renaming the workspace does not change the slug. That is deliberate – it means
every link you have shared, every bookmark and every link in an old email keeps
working, even after a rebrand.
What lives in a workspace
Each workspace has its own subscription. If you run two workspaces, you pay for
two. Seats are not pooled. See seats.
Workspace-wide settings
A handful of settings apply to everything in the workspace at once:Belonging to more than one
If you belong to several workspaces, you see a picker at/spaces when you sign in,
and a switcher inside the app.
Your identity – your name, email and avatar – is the same person everywhere. Your
role is not. Maya is the Owner of Northwind Studio and a plain Member of a
client’s workspace, using one login.
See switching workspaces.
Two kinds of membership
Not everyone in a workspace is a colleague.
A portal contact signs in to the same workspace but lands somewhere completely
different. See what clients can see.
Creating a workspace
Anyone can create one, and the person who creates it becomes its Owner.1
Open the workspace switcher
Choose Create workspace.
2
Name it
Use your business name. The slug is suggested from it.
3
Set the basics
Currency, timezone and date format. All of these can be changed later.
4
Invite your team
Or do it afterwards. See invite your team.
Leaving and deleting
Leaving a workspace removes your access. Your recorded hours stay – they belong to the workspace, not to you, because invoices and reports depend on them. There is no self-service “leave” button. Ask an Owner or Admin to remove you, since removing access is an administrative decision. An Owner must transfer ownership before they can be removed, otherwise the workspace would have nobody who can administer it. See leave a workspace. Deleting a workspace destroys it for everyone. It is irreversible, it is Owner-only, and it asks you to type the workspace name to confirm. See delete a workspace.Permissions
workspace.delete is the single capability an Admin does not have. It cannot be
granted to a custom role.
Common questions
Can I move a project to a different workspace?
Can I move a project to a different workspace?
No. Projects, clients and hours belong to their workspace. If you need work in a
different workspace, it has to be recreated there.
Can I merge two workspaces?
Can I merge two workspaces?
Not automatically. If you have split work that should be together, contact
support before you build up more history.
Do I pay twice for two workspaces?
Do I pay twice for two workspaces?
Yes. Each workspace carries its own subscription and its own seat count.
Can one person have different roles in different workspaces?
Can one person have different roles in different workspaces?
Yes. Role is per workspace. The same login can be an Owner in one and a
Contractor in another.
What happens to my hours if I leave?
What happens to my hours if I leave?
They stay in the workspace. Invoices, budgets and reports depend on them, so they
are not removed when a person goes.
Should I use one workspace per client?
Should I use one workspace per client?
No. Use one workspace for your business and one
client record per customer. A workspace per client would
split your reporting and multiply your bill.
Related guides
Create a workspace
Set one up from scratch.
Switching workspaces
Moving between the workspaces you belong to.
General settings
Name, slug, currency and timezone.
Your team
Who is in the workspace and what they can do.