Managing Workspaces

To rename or update a workspace:

1. Go to Workspaces from the top navigation.

   

2. Select the workspace you want to edit.

3. Click Edit Workspace icon

4. Update any of the following:

   1. Name — change the workspace name.
   2. Description — add or edit a short summary of the workspace.
   3. Color Tag — choose a new color for quick identification.
   4. Team Members — add, remove, or update member roles and permissions.

5. Click Save Changes to apply updates instantly.

Switch Between Workspaces

Use the Workspace Switcher in the top navigation to move between workspaces.

• You’ll see a list of all workspaces you belong to.
• Click on a workspace name to instantly switch context (projects, documents, members).

💡 Tip: Recently used workspaces appear at the top for quick access.

🟡 Permissions:

Super Admins and Org Admins → Can edit all workspaces until and unless they have been added as a workspace viewer, commentator or editor to that specific workspace.

Workspace Admins → Can edit only their assigned workspace.