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Adding a new workspace
Adding a new workspace
Anna Pekker avatar
Written by Anna Pekker
Updated over a week ago

Workspaces help you organize your accounts, projects, departments, work lines, and more.

To add a new workspace and manage jobs and budgets within it, follow these steps:

  • Click Settings (the gear icon) at the bottom of the menu on the left.
    Users & workspaces should open automatically.

  • Click Add in the middle panel.
    A popup window will open and you’ll be asked to give the workspace a name and, if applicable, also to define the legal entity it belongs to.

Once the workspace is created, you can edit it, add users and change their roles, add spaces (sub-groups or teams) within it, or archive it.

*Note that only company admins can add new workspaces and edit all existing workspaces. Workspace admins can edit their own workspaces.

Click below to learn how to add a new workspace:

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