Workspaces

A workspace is the top-level container for your work. Initiatives, context, goals, documents, and uploads all belong to one workspace, and data never crosses between workspaces.

#Kinds of workspace

• Personal. Created automatically when you sign up. It is yours. Every account has one.
• Team. Shared with people you invite. Team plans can create team workspaces where members collaborate on the same initiatives and documents. See Team members & roles.
• Client. For consultants. Client workspaces sit underneath a consultant's home workspace in a parent and child structure, isolated from one another. See Consultant workspaces.

#Switching workspaces

The workspace switcher in the dashboard lets you move between your workspaces. They are grouped by kind (personal, team, client) so you can find the right one quickly. Recently used workspaces appear near the top so you can jump back to where you were.

Your current workspace determines what you see everywhere in the dashboard: which initiatives, which search results, which chat scope.

#Workspace settings

Open Settings to manage the current workspace. From here you can:

• Edit the workspace name and branding.
• Manage team members and roles.
• View and manage your plan and billing.
• Manage API keys (paid plans).

What you can change depends on your role in that workspace.

#Where to go next

• Team members & roles to invite people.
• Consultant workspaces for multi-client setups.
• Transferring a workspace to hand one over.