Spaces & Members

A workspace is the top-level unit for billing, members, and app integrations. Spaces organize tasks and data within that workspace by business purpose.

What a space contains

Tasks, agents, and browser flows
Run history and items requiring attention
Tables and outputs
Apps and resources allowed for the space
Members who can access the space

Create a space

Choose Create space from the home page or sidebar.
Enter a name and optional description.
Choose an icon and create the space.

See Create a Space for guidance.

Manage members

Workspace owners and administrators can invite members, change roles, and remove access from settings. Give guests and contractors access only to the spaces they need.

Administration principles

Create a space at each department, customer, or process boundary that needs separate access.
Invite members individually instead of sharing accounts.
Assign the minimum role and space access required.
Review access and app connections after an employee or contractor changes roles or leaves.
Before deletion, check the effect on tasks, history, tables, and outputs.

See Roles & Permissions for role guidance.