Create and manage workspaces

A workspace is where you build and run automations for one client. Your account can hold several workspaces, each isolated from the others, and you manage every one of them from your account.

This page covers creating a workspace, renaming it, staying inside your plan's workspace limit, and controlling who has access. For the bigger picture of how accounts, workspaces, and users fit together, read Account, workspace, and user model.

When to use this

Create a separate workspace for each client engagement. Workflows, connections, and run history in one workspace stay isolated from every other workspace in your account, so a client never sees another client's data.

You need the Owner or Admin account role to create, rename, or delete workspaces. Members can build inside any workspace but cannot manage the workspace list. See Roles and permissions for the full capability matrix.

Create a workspace

1. Open the clients list

   Go to Clients in your account. Each row is one workspace, with its name, URL slug, member count, workflow count, and last activity.

2. Start a new workspace

   Select New workspace. The "Create a workspace" dialog opens.

3. Name the workspace

   Enter a Workspace name between 1 and 100 characters, for example Acme Inc.. This name appears in workspace navigation and invitations you send.

4. Set the URL slug

   The URL slug is generated from the name, for example acme-inc. It must be 2 to 50 characters using lowercase letters, numbers, and hyphens, and it cannot start or end with a hyphen. The dialog checks availability as you type and shows Available or This slug is already taken, and previews your workspace URL as taskjuice.com/acme-inc.

5. Create it

   Select Create workspace. You see a Workspace created confirmation and land on the new workspace dashboard.

Slugs are unique per account, not globally. Two different accounts can each own a workspace with the slug dashboard. Within your own account, every slug must be unique.

Rename a workspace

You can change a workspace's display name after creation. The URL slug is fixed once the workspace exists.

1. Open workspace settings

   Inside the workspace, go to Workspace Settings. The General card holds the workspace identity fields.

2. Edit the name

   Change the Workspace name field. It must stay between 1 and 100 characters. The URL slug field below it is shown but disabled, with the note "Cannot be changed after creation."

3. Save

   Select Save. The new name takes effect across navigation, dashboards, and invitations.

Understand the per-plan workspace limit

Your plan sets the maximum number of workspaces your account can hold.

The limit is checked when you create a workspace. Renaming or editing an existing workspace never counts against it. If your account has no plan resolved yet, the limit falls back to the most restrictive tier, which is 1 workspace.

To raise the limit, upgrade your plan. See Manage your subscription.

Manage members and roles

Each workspace has two kinds of people, and they are governed by two different role layers.

Account staff are the Owners, Admins, and Members on your account. Anyone with an account role automatically gets full admin-level access to every workspace, so there is no per-workspace invite step for your own team. Add a teammate once at the account level and they can work in every workspace. To invite staff, see Invite teammates.

Clients are the external people you give access to a single workspace. A client has read-only access: they can see the workspace's execution history, trigger runs manually, and rotate their own connected-app credentials. They cannot edit workflows, change settings, or invite anyone.

To add a client to a workspace:

1. Open the workspace members page

   Inside the workspace, open the members page. Its breadcrumb reads Clients, and it lists everyone with client access plus a separate Invitations tab for pending invites.

2. Invite the client

   Select Invite client and enter their email. The role is fixed to Client, so there is no role picker. The dialog explains: "Clients get read-only access to this workspace, they can trigger runs and see execution history, but can't edit workflows or settings."

3. Send the invitation

   Send it. The invitation appears under the Invitations tab with Resend and Revoke actions, and it expires after 7 days if the client does not accept.

There are only two workspace roles, Admin and Client. Admin access is granted automatically to all account staff and is never assigned per workspace. The only role you can hand out on a workspace is Client.

Verify it worked

• The new workspace appears as a row on the Clients list with the name and slug you chose.
• Opening the workspace shows its dashboard at taskjuice.com/{slug}.
• After a rename, the new name shows in the workspace navigation and the URL slug is unchanged.
• An invited client appears under the workspace's Invitations tab as pending, then moves to the members list once they accept.

Troubleshooting

You cannot create another workspace. You have reached your plan's workspace limit. Creating a workspace beyond the limit fails because the new count would exceed your plan ceiling. Upgrade your plan to get more workspaces, or delete a workspace you no longer need. See Manage your subscription.

The slug shows "This slug is already taken." Another workspace in your account already uses that slug. Pick a different one. Slugs only need to be unique within your own account.

The New workspace button is missing, or workspace settings are read-only. You have the Member account role, which can build inside workspaces but cannot create, rename, or delete them. Ask an Owner or Admin, or have your role upgraded.

Inviting a client is rejected because they are already a member. That email already has workspace access or a pending invitation. Check the Clients and Invitations tabs before sending a new invite.

Related

• Account, workspace, and user model
• Roles and permissions
• Invite teammates