Organization & Workspace
Shows how to move between Organizations and Workspaces with the Organization switcher, create Workspaces, and manage or delete Organization and Workspace info.
1. Switch Organizations and Workspaces
①Organization Switcher
Click the Organization name at the top of the LNB to open the Organization Switcher. Pick an Organization on the left, then one of its Workspaces on the right.
| Area | What it shows |
|---|---|
Search by workspace | Find a Workspace by name. Appears when all your Organizations have 10 or more Workspaces in total. |
Organization List | Organizations you belong to. Ones you own show Owner, and the one you're using shows a blue dot. |
Workspaces in {Organization} | Workspaces you can enter in the Organization selected on the left. The Workspace you're using is shown in blue. |
| ⚙ on a Workspace row | Appears when you hover over the row. Opens that Workspace's Workspace General Setting. Visible to Workspace Admins and above for that Workspace. |
+ New Organization | Creates a new Organization. It's turned off if you already own an Organization, and hovering shows You already own an organization. You can join others by invitation. |
Organization Setting | Opens the Organization settings. Visible to the Owner and Admins. |
Invite Members | Invites members to the Organization. Visible to the Owner and Admins. See Manage members. |
1-1Open the Switcher
- Click the Organization name at the top of the LNB.
- The Organization Switcher opens. The Organization you're using has a blue dot, and the Workspace you're using has a blue background.
1-2Move
- Pick an Organization in the
Organization Liston the left. - Click the Workspace to move to in the list on the right. You go straight to that Workspace in that Organization.
- Pick an Organization in the
1-3Settings and invitations
- Hover over a Workspace row and click ⚙ to open that Workspace's settings.
- Click
Organization Settingto open the Organization settings. - Click
Invite Membersto open the dialog for inviting Organization members.
Organization SettingandInvite Membersare visible only to the Owner and Admins.
2. Create a Workspace
There are two ways to create a Workspace. The Organization Switcher has no button for creating one.
| Method | Description |
|---|---|
| When creating an Organization | When you create an Organization during sign-up, you create its first Workspace at the same time. See Sign up & log in. |
| In Organization General Setting | Click + Add Workspace below the Workspace list in Settings > Organization > General Setting. Only Owners and Admins can create Workspaces. |
①Workspace limit
There's a limit on how many Workspaces you can create. When you reach it, + Add Workspace is disabled and a notice appears.
1-1Create in Organization General Setting
- Open Settings > Organization >
General Setting. - Click
+ Add Workspacebelow theWorkspacelist.
- Only Owners and Admins can create Workspaces.
- A new Workspace is empty. Next, go to Manage members and Create an Application.
- Open Settings > Organization >
3. Organization General Setting
①Screen layout
| Area | What it shows |
|---|---|
| Organization name | Change it with the edit button next to the name. The ⋮ menu on the right has Transfer Ownership and Delete Organization. |
| Summary bar | Created at, Workspace (used / limit), Members, Owner |
Workspace list | Shows the member count, Application count, and creation date of each Workspace. Go to Detail opens Workspace General Setting in a new tab. |
The Owner and Admins can rename the Organization. Only the Owner can transfer ownership or delete the Organization.
3-1Review the screen
- Check the creation date, Workspace count, member count, and Owner in the summary bar.
- Click
Go to Detailin the Workspace list to open that Workspace's settings in a new tab.
3-2Rename
- Click the edit button next to the name.
- Enter a new name and click
Save.
3-3Add a Workspace
- Click
+ Add Workspacebelow the list.
When you reach the limit, it's disabled and a notice appears next to it.
- Click
3-4Transfer ownership
- Open the
⋮menu. - Select
Transfer Ownership. - Choose the member who will become the new Owner.
- In the same dialog, enter your password (your email, for Google or Microsoft accounts without a password) to verify it's you.
- Click
Transfer. Ownership moves right away and your role changes to Admin.
You can transfer ownership to any member who accepted an invitation and joined, whatever their role. There's no confirmation dialog or acceptance step for the new Owner.
- Open the
3-5Delete the Organization
- In the
⋮menu, selectDelete Organization. - Review what will be deleted.
- Type the Organization name exactly.
- Enter your password (your email, for Google or Microsoft accounts without a password) to verify it's you.
- Click
Delete Organization.
- Deletion can't be undone. Contact support within 30 days to restore it.
- If there are other members,
{n} members will also lose access to this organization.also appears, and all pending invitations expire.
- In the
4. Workspace General Setting
①Where to open it
| Location | How |
|---|---|
| Organization Switcher | Hover over a Workspace row and click ⚙. |
| Settings left menu | Click Workspace › General Setting. |
| Organization General Setting | Click Go to Detail in the Workspace list. It opens in a new tab. |
Workspace Admins and above for that Workspace can see it.
②Screen layout
| Area | What it shows |
|---|---|
| Workspace name | Change it with the edit button next to the name. |
| Summary bar | Created at, Application count, Members count |
Application List | Shows each Application's App/Module version count, last activity, and creation date. Go to Detail opens an Application's settings. |
+ Add Application | Creates a new Application. See Create an Application. |
4-1Check the screen
- Check that
Workspace›General Settingis selected in the left menu. - Check the creation date, Application count, and member count in the summary bar under the name.
- Check that
4-2Rename
- Click the edit button next to the name.
- Enter a new name and click
Save.
4-3Manage Applications
- Click
Go to Detailin theApplication Listto open that Application's settings. - Click
+ Add Applicationto create a new Application. The rest of the process is covered in Create an Application.
- Click
Frequently asked questions
Why can't I click + Add Workspace?Because you've reached the Workspace limit.
- Cause
- There's a limit on how many Workspaces you can create.
- Solution
- Clean up Workspaces you don't use, or check the limit with an Owner or Admin. The Enterprise plan has no limit on the number of Workspaces.
Why don't I see Organization Setting or Invite Members in the Switcher?Because your role in this Organization is Member.
- Cause
- This button is visible only to Owners and Admins.
- Solution
- Ask an Owner or Admin.
Why is there no one to choose in Transfer Ownership?Because no member has accepted an invitation and joined yet.
- Cause
- You can transfer ownership only to members who joined. With only pending invitations, there are no candidates and
Transferis turned off. - Solution
- Invite a member in Manage members, and try again after they accept.
Why can't I click the button in the delete confirmation dialog?Because the name you entered in the confirmation field doesn't match the actual name.
- Cause
- The button turns on only when you type the Organization or Workspace name exactly.
- Solution
- Type the name exactly, including capitalization and spaces.