Introduction

Learn how workspaces organize users and data, and review the available workspace settings.

How Workspaces Work

Workspaces organize related people and data within an organization. Access depends on workspace membership and role.

You can use a workspace for either a project or an ongoing process:

  1. Project: Organize work with defined goals and an end date, such as an event launch, rebrand, or website design. You can archive the workspace when the project ends.
  2. Process: Organize continuous work without an end date, such as customer service, helpdesk operations, sales tracking, or recruitment.

Plan limits

The organization’s tier and plan set its workspace limit. Current base tiers allow 5 to 100 workspaces. Pro multiplies that tier limit by five, and Enterprise has no workspace limit.

Databases

A workspace holds its records in one or more databases. Each database appears as a tab in the workspace and has its own fields, views, and automations. A blank workspace starts with one database named Records.

Workspace Settings

Workspace Owners and Project Administrators can open Settings from the workspace navigation bar. Organization owners and administrators can also manage workspace settings.

Workspace shows the settings for the whole workspace:

  • General: Change the workspace name, URL slug, description, image, or appearance. You can also convert it to a template or delete it.
  • Workspace Menu: Turn workspace features on or off and reorder the workspace tabs.
  • Databases: Create, rename, or delete databases.
  • AI: Configure AI for the workspace.
  • PDF Templates: Create and manage PDF templates for records.
  • OAuth Connections: Connect your workspace to external services such as QuickBooks.
  • Copy: Copy the workspace and select the components to include.
  • Trash: Restore or permanently delete records, databases, fields, and pages.

Select Databases at the top of the settings menu to configure one database. Its fields, views, record settings, automations, and public views are separate from the workspace settings. See Database Settings.

Work with other people

Use Roles & Permissions for workspace membership and access. Use Collaboration for chat, comments, Inbox, and mentions.