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 ▼]                                                │
│                                                                     │
│                                         [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 ▼]                                                   │
│                                                                     │
│ 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                                 │
├─────────────────────────────────────────────────────────────────────┤
│ ✓ 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