Last updated October 24, 2026
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Workspaces & Organizations
Two containers hold everything you build: organizations and workspaces.
The hierarchy
An organization is the top-level container, usually your company. Its handle forms the URL.
A workspace is one architectural domain, such as "Payments Platform", "Mobile Backend", or "Cloud Migration". Each workspace has its own boards, source catalog, and folders.
Inside a workspace, boards sit in folders, and folders nest to any depth.
Put boards that share sources and audience in folders of one workspace; give boards that don't a workspace of their own.
Creating a workspace
Open the workspace switcher in the top bar, choose Manage workspaces, then New workspace. The Create New Workspace dialog asks for:
- Workspace Name: what people call it.
- Workspace Code: the short handle in the URL of every board inside it.
- Workspace Icon and Description: how it looks in the switcher, and what it's for.
- Group: the group it sits under in the switcher and on the workspaces page. Pick an existing group or type a new name; leave it empty for no group.
- Default Workspace: makes this the workspace that opens when you sign in.
Groups and pins
A group is a label that workspaces share, such as "Retail" or "Legacy". Grouped workspaces sit together under the group's name in the switcher and on the workspaces page; workspaces in no group follow under Other workspaces. Groups are org-wide, so everyone sees the same sections.
A pin is yours alone. Pinned workspaces lead the switcher in the order you pinned them and sit under Pinned on the workspaces page, lifted out of their groups. The rest of the switcher sorts by last activity, the most recent first.
Only owners and admins set a workspace's group or rename a group. Anyone can pin.
On the workspaces page:
- Pin or Unpin a workspace with the pin on its row, or with Pin to switcher in its ⋯ menu.
- Move a workspace with Move to group in its ⋯ menu: pick a group, No group, or New group… to name one.
- Rename a group with the pencil beside its heading. Every workspace in it moves to the new name.
- Grouped turns the sections off and on. Off, the page is one list in the chosen sort order, each row naming its group.
- The Pinned filter shows only your pinned workspaces.
A workspace's group is also on Workspace settings → General.
Finding your boards
On the org-wide boards page, you create, rename, disable, delete, and find boards. Deleting & Undoing explains what you can restore.
The page shows a folder tree on the side and a searchable grid of board cards beside it. Filters narrow the grid by owner, org sharing, published state, privacy, and disabled state.
The folder tree's context menu manages folders: add a folder, add a board inside it, rename, or remove.
Who's in it
For owners and admins, Settings → Access lists everyone in the organization and their role: Owner, Admin, Editor, or Viewer (changed 16 October 2026). Editors and viewers see their own role there, and the owner and admins to ask about it (changed 18 October 2026).
In the portal, this page is read-only. Manage team in Portal opens the page where owners and admins send invites and change roles.
Sharing one board
Org membership decides general permissions. A board's Share dialog decides access to that board.
General Access grants access by role. Admins, editors, and viewers can each get no access, view, or edit on this board.
Specific Access invites named people one at a time as a viewer, editor, or owner.
The two layers combine. Publishing is a separate, third decision. Permissions & Access explains all three.
The Root Board's place
A workspace's board tree has a Root Board at its top, and everything else you create sits below it. Boards explains what it is and where it opens.
Settings that live at org level
You configure archetypes, field templates, context tags, insight skills, and the organization's connectors once for the whole organization, not per workspace. Confluence, Notion and Jira are the exception: each member connects their own account. Organization Settings covers the list.
Each workspace also has its own Workspace settings: General, AI models and Setup guide, plus Reporting, Automations, Agent access (changed 12 October 2026) and Danger zone for owners and admins. The Reporting section sets the periods the hubs count change over and how long a repo's scheduled runs can go quiet before its chip is flagged. Workspace Settings lists every section. Automations posts this workspace's board moments to Slack.