If you're looking to facilitate project sharing and collaboration, workspaces are the key. A workspace is essentially a smartly configured folder, designed to help your team efficiently organize projects. Workspaces are associated with teams, ensuring that all team members granted access to the team also gain access to the workspaces and projects contained within them.
Creating a new workspace
To create a new workspace, start by ensuring that you're in the correct team within the dashboard.
Navigate to the left side panel and click on "+ New Workspace."
Provide a meaningful name for the workspace, such as your client's name or the project name. Additionally, select palette colors for the workspace. These color palettes will be applied to all projects within the workspace.
Once you've configured the workspace to your satisfaction, confirm the creation.
Your newly created workspace will now be visible in your team's workspace list in the sidebar on the left.
Editing workspace settings
You can easily adjust the settings of your workspace:
From the Dashboard: Click on the "Settings" button on the workspace dashboard.
OR
From Workspace Icon: Alternatively, hover over the workspace, and a cogwheel icon will appear. Click on it to open the workspace settings.
Within the workspace settings, you have the following settings options:
Settings
Change the workspace name and icon.
Workspace palette: Manage and customize the color palette to be inherited for all projects within this workspace.
Fonts: Define default fonts to be used across all projects within the workspace.
Hosting overrides: Override global hosting settings for precise control over all projects within the workspace.
Delete workspace: Delete the workspace when it's no longer needed.
Members
For Professional and Organization accounts only
Invite internal and external collaborators (guests) into the workspace, giving them access to all the projects within.
Internal: For our Organization clients with access control on different teams, you can invite selected members into this workspace without granting them access to the entire team.
External: Invite guests from other accounts to collaborate across accounts.
To invite members:
From the workspace settings, locate the In the "Members" tab at the top.
Enter the email address of the one you want to invite.
Click Invite.
The invited member will get an email and an in-app notification that they have access to the workspace. This workspace will now be listed under "Shared with be" on the left sidebar on the dashboard.
Integrations
Manage integrations at the workspace level, to add them as default for all projects:
From the workspace settings, locate the In the "Integration" tab at the top
Locate the integration you want to manage. If it's already added at the hosting level, you can override the settings at the workspace level. Alternatively, click "Install to workspace" if it hasn't been added at the hosting level. Then, configure the settings and save.
Workspaces serve as the cornerstone for efficient project organization and collaboration within your team, providing granular control over settings and integration management.