Create A Space

Now that you're familiar with the concept of spaces, let's see how to create and manage the spaces.

Creating A Space

Spaces or workspaces can be created by the primary owner or owners by following these steps -

Open the Space switcher pane by clicking your space logo from the app sidebar
Click on the Create space icon on the top right corner
Give your space a Name, and upload a logo if you want
Select the organization in which you are creating this space Applicable only if you have owner access to multiple organizations

Switching Spaces

Open the Space switcher pane by clicking your space logo from the app sidebar
Select the desired Space from the list to switch

Mark Space as Favorite

For quick access, you can mark your frequently used space as favorite. To do so:

Open the Space switcher pane, look for the desired space in the list and click the star icon in front of it
Now this space will appear in the Favorite Spaces section
To unmark a space as Favorite, click on the star icon again

Space Settings

From Space settings you can update the name and the logo of a space. Only owners can access space settings. To do so -

Go to Settings and click on Space Settings
You can change the space logo or name
Click on Update to save the changes

Adding Users To Space

You can grant access to users for spaces either while inviting them or later on from settings. Users and user groups - both can be added to specific spaces and marked as admin. You can also grant owner access to users, which will provide them access to all spaces. In the case of the user groups, if you mark them as admin - all the users that are a part of that user group will have admin access for that particular space.

Add Users To Spaces While Inviting Them -

Go to Settings and click on Users
Click on the Add Users button in the top right corner
Fill in the required user details
Select the Import users option from the bottom left corner to add users via a CSV file upload
Now, if you check the option Mark as organization owner - they will have access to all the spaces in the organization by default
Add the user to any user group if needed
You can add the user to a specific space by clicking the Add to space button and selecting the space. You can also choose to mark the user as an admin for the selected space
Click on Add to invite the user (You can add multiple users at a time)

To update access for users or user groups

Go to Settings and click on Users / User Groups
Click on the three-dot menu beside the user or user group and select edit
You can check the option Mark as organization owner to make the user owner of the organization
Click on the Add to space button to add them to another space
You can also choose to Mark as admin for selected spaces
Click on Save / Update to apply the changes