Workspaces

Separate environments for different teams

Workspaces are isolated environments within your organization—separate users, data connections, and permissions, but shared billing.

Use cases: Team separation (Sales vs Finance), client isolation, regional data separation, testing environments.

Creating a Workspace

Org admins only

1. Settings → Workspaces → Create Workspace

2. Enter a name, optionally copy data from another workspace

3. Done

Create a new workspace with optional data copying

Limits: 10 workspaces (free) / 200 (unlimited).

Switching Workspaces

Click your workspace name (bottom-left) → select another workspace.

Switch between workspaces from the sidebar

You can set a default workspace in your user settings.

Adding Users

1. Settings → Workspaces → find workspace → Manage Users

2. Enter email, select role (User/Admin), click Add

New users invited to a workspace can only see that workspace. Admins can grant full org access later.

Slack & Teams Routing

Route specific channels to workspaces. See Channel Routing.