Understanding Workspaces

Learn how workspaces organize your documents and team collaboration

What is a Workspace?

A workspace is your personal or team space where all your documents live. Think of it as a folder that contains all your documents, templates, and settings. Each workspace can have its own members, permissions, and branding.

Your Personal Workspace

When you sign up, you automatically get a personal workspace named after you (e.g., "John's Workspace"). This workspace is private to you by default.

  • All your documents are stored here
  • You're the owner and have full control
  • You can invite team members to collaborate
  • You can customize the workspace name and settings

Workspace Members

You can invite team members to your workspace with different permission levels:

Owner

Full control over the workspace, including billing, member management, and workspace settings. Only one owner per workspace.

Admin

Can manage members, edit all documents, and change workspace settings. Cannot manage billing or delete the workspace.

Member (Editor)

Can create, edit, and delete documents. Can comment and collaborate. Cannot manage members or workspace settings.

Viewer

Read-only access. Can view documents and add comments, but cannot edit or create documents.

Inviting Team Members

To invite members to your workspace:

  1. Go to SettingsMembers
  2. Click "Invite members"
  3. Enter the email address of the person you want to invite
  4. Select their role (Admin, Member, or Viewer)
  5. Click "Send invitation"
  6. They'll receive an email with an invitation link
  7. Once they accept, they'll have access to your workspace

Note: For Team and Business plans, adding members may incur additional charges. You'll be notified before any charges are applied.

Workspace Settings

Customize your workspace in Settings:

Workspace Name

Change your workspace name to something more descriptive, like "Marketing Team" or "Product Documentation".

Default Settings

  • Default theme: Light, dark, or auto
  • Default language: Set the primary language for new documents
  • Default export format: PDF, DOCX, or HTML
  • Auto-save: Enable/disable automatic saving
  • Public sharing: Allow documents to be shared publicly
  • Comments: Enable/disable commenting on documents

Multiple Workspaces

You can be a member of multiple workspaces. For example:

  • Your personal workspace for your own documents
  • A team workspace where you're an admin
  • Another team workspace where you're a member

Switch between workspaces using the workspace selector in the sidebar. Your documents are organized by workspace, so you can easily find what you need.

Workspace Limits

Different plans have different workspace limits:

  • Free: 1 workspace
  • Plus/Pro/Ultra: 1 workspace (personal use)
  • Team: Unlimited workspaces
  • Business: Unlimited workspaces

Next Steps

Now that you understand workspaces, explore: