Workspaces

Workspaces provide multi-tenant organization for teams and organizations. This guide covers workspace management and collaboration.

What is a Workspace?

A workspace is a top-level container that provides:

• Isolation: Separate clusters, projects, and flows
• Collaboration: Team member access
• Billing: Resource usage tracking
• Settings: Workspace-wide configuration

+---------------------------------------------------------------------+
| Organization                                                        |
+---------------------------------------------------------------------+
| 🏢 Workspace: Acme Corp - Production                               |
| |   +-- 🔌 Clusters: 2 (GKE, EKS)                                  |
| |   +-- 📁 Projects: 5                                             |
| |   +-- 👥 Members: 10                                             |
| |                                                                   |
| 🏢 Workspace: Acme Corp - Development                              |
|     +-- 🔌 Clusters: 1 (Kind)                                      |
|     +-- 📁 Projects: 3                                             |
|     +-- 👥 Members: 15                                             |
+---------------------------------------------------------------------+

Creating Workspaces

New Workspace

1. Click your organization menu
2. Select Create Workspace
3. Enter details:

+---------------------------------------------------------------------+
| Create Workspace                                                    |
+---------------------------------------------------------------------+
| Name: Acme Corp - Production                                       |
|                                                                     |
| Description:                                                       |
| +-----------------------------------------------------------------+|
| | Production environment for all Acme Corp automations           ||
| +-----------------------------------------------------------------+|
|                                                                     |
| Plan: [Team Plan v]                                                |
|                                                                     |
|                                         [Cancel] [Create]           |
+---------------------------------------------------------------------+

4. Click Create

Workspace Dashboard

The workspace dashboard shows:

+---------------------------------------------------------------------+
| Acme Corp - Production                              [Settings]      |
+---------------------------------------------------------------------+
| Overview                                                            |
| +-------------+-------------+-------------+-------------+         |
| | Clusters    | Projects    | Flows       | Executions  |         |
| |     2       |     5       |    15       |   50,234    |         |
| |  🟢 Healthy |             |  12 Active  |  This Month |         |
| +-------------+-------------+-------------+-------------+         |
|                                                                     |
| Recent Activity                                                     |
| +-- 🚀 Flow deployed: Order Processing        5 min ago           |
| +-- 👤 Member added: alice@acme.com           1 hour ago          |
| +-- 🔌 Cluster connected: production-aks      Yesterday            |
|                                                                     |
| Quick Actions                                                       |
| [+ New Project] [+ Connect Cluster] [+ Invite Member]              |
+---------------------------------------------------------------------+

Team Management

Inviting Members

1. Go to Workspace Settings > Members
2. Click Invite
3. Enter email and role:

+-------------------------------------------------------------------+
| Invite Team Member                                                |
+-------------------------------------------------------------------+
| Email: alice@acme.com                                             |
|                                                                   |
| Role: [Editor v]                                                  |
|                                                                   |
| Role Permissions:                                                 |
| - Admin: Full access, manage members and billing                  |
| - Editor: Create and edit flows, manage projects                  |
| - Viewer: View only access                                        |
|                                                                   |
|                                     [Cancel] [Send Invite]        |
+-------------------------------------------------------------------+

4. Click Send Invite

Member Roles

Role	Clusters	Projects	Flows	Members	Billing
Admin	Full	Full	Full	Manage	View/Edit
Editor	View	Full	Full	View	None
Viewer	View	View	View	View	None

Managing Members

View and manage team:

+---------------------------------------------------------------------+
| Team Members                                            [+ Invite]  |
+---------------------------------------------------------------------+
| 👤 john@acme.com          Admin       Owner       [...]            |
| 👤 alice@acme.com         Editor      Active      [...]            |
| 👤 bob@acme.com           Editor      Active      [...]            |
| 👤 carol@acme.com         Viewer      Active      [...]            |
| 📧 dave@acme.com          Editor      Pending     [Resend]         |
+---------------------------------------------------------------------+

Removing Members

1. Find the member
2. Click the menu (...)
3. Select Remove
4. Confirm

Access Control

Project-Level Permissions

Override workspace roles per project:

+-------------------------------------------------------------------+
| Project Access: E-commerce Platform                               |
+-------------------------------------------------------------------+
| [x] Inherit workspace permissions                                 |
| [ ] Custom permissions:                                           |
|     - alice@acme.com - Editor (workspace: Editor)                 |
|     - bob@acme.com - Viewer (workspace: Editor) [Override]        |
+-------------------------------------------------------------------+

API Keys

Generate API keys for automation:

1. Settings > API Keys
2. Click Create Key
3. Set permissions and expiry
4. Copy and store securely

# API Key permissions
scopes:
  - flows:read
  - flows:write
  - deployments:create
expires: 2025-01-01

Workspace Settings

General Settings

Setting	Description
Name	Workspace display name
Description	Purpose and notes
Timezone	Default timezone
Date Format	Date display format

Security Settings

Setting	Description
SSO	Single sign-on configuration
2FA	Require two-factor auth
IP Allowlist	Restrict access by IP
Session Timeout	Auto-logout duration

Notifications

Configure alerts:

• Email notifications
• Slack integration
• Webhook endpoints
• Alert thresholds

Multi-Workspace Patterns

By Environment

🏢 Acme - Production
   +-- Production clusters and flows

🏢 Acme - Staging
   +-- Staging/QA clusters and flows

🏢 Acme - Development
   +-- Development and testing

By Team

🏢 Engineering Team
   +-- Technical integrations

🏢 Marketing Team
   +-- Marketing automation

🏢 Operations Team
   +-- Internal tools

By Product

🏢 Product A
   +-- Product A automations

🏢 Product B
   +-- Product B automations

Billing and Usage

Usage Dashboard

Monitor resource usage:

+---------------------------------------------------------------------+
| Usage - Current Billing Period                                      |
+---------------------------------------------------------------------+
| Executions                                                         |
| ████████████████░░░░░░░░░░░░░░ 50,234 / 100,000 (50%)             |
|                                                                     |
| Clusters                                                           |
| ██████░░░░░░░░░░░░░░░░░░░░░░░░ 2 / 5                              |
|                                                                     |
| Team Members                                                       |
| ████████████░░░░░░░░░░░░░░░░░░ 10 / 25                            |
+---------------------------------------------------------------------+

Plan Limits

Resource	Free	Team	Enterprise
Executions	1,000/mo	100,000/mo	Unlimited
Clusters	1	5	Unlimited
Members	3	25	Unlimited
Projects	3	Unlimited	Unlimited
Revisions	10	100	Unlimited

Switching Workspaces

Quick workspace switching:

1. Click workspace name in header
2. Select from dropdown
3. Or use keyboard: Ctrl+K > type workspace name

Best Practices

1. Environment Separation

Keep production separate:

✅ Separate workspaces for prod/staging
❌ Mix production and test in one workspace

2. Least Privilege Access

Grant minimum needed permissions:

✅ Viewers for read-only needs
✅ Editors for active development
❌ Admin for everyone

3. Regular Access Reviews

Periodically audit:

• Active members still need access?
• Roles still appropriate?
• API keys still valid?

4. Clear Naming

Name workspaces clearly:

✅ "Acme Corp - Production"
✅ "Marketing Team - EU"
❌ "Workspace 1"

5. Document Configuration

Track workspace setup:

• Connected clusters
• Team members and roles
• Integration settings
• Security configuration

Next Steps

• Organizing Projects - Structure projects
• Connecting Your Cluster - Add clusters
• Creating Your First Flow - Build flows