What is a workspace?

Overview

A workspace is a collaborative environment within your TheyDo organization where users can access and work with content. Each workspace has its own roles, permissions, building block libraries, taxonomy, and visibility settings — making it easy to organize work by team, brand, or area.

Public vs. private workspaces

Public workspaces are visible to everyone in your organization by default. Organization Viewers can see all content automatically, but you can assign workspace roles to control who can edit.

Private workspaces are invite-only. Users need to be explicitly assigned a workspace role to see or interact with any content — including journeys, insights, and other building blocks. Organization Admins can add themselves to private workspaces at any time using their role management permissions.

When to use multiple workspaces

Workspaces work well when different teams, brands, or areas don't heavily overlap in the content they create. Separate workspaces give you better control over who can edit what and keep work organized.

If teams share a lot of content or need to collaborate closely, it's usually more practical to keep them in the same workspace.

Note: Only Organization Admins can create new workspaces.

How to create a workspace

  1. Go to Settings > Workspaces (under Organization).
  2. Click Create workspace.
  3. Give the workspace a name and configure its settings.

You can also switch between workspaces by clicking your organization name in the top left corner of your Dashboard and selecting Switch Workspace.

How to edit a workspace

  1. Go to Settings > Workspaces (under Organization).
  2. Click on the workspace you want to edit, or click the three dots on the right side of the workspace name.
  3. From here you can:
    • Add or change the workspace image
    • Rename the workspace
    • Set it as the default workspace
    • Make it private
    • Change the use case template
    • Add editors to the workspace

Managing workspace members

Both Organization Admins and Workspace Admins can manage members via Settings. Organization Admins have access to every workspace in the organization; Workspace Admins can only make changes within their own workspace.

For step-by-step instructions on adding and managing members, see [How to manage workspace members].

Tips

  • Workspace settings (taxonomy, roles, building blocks) are independent — changes in one workspace don't affect others.
  • If a user shows as "No Access" in a private workspace, they have no content visibility at all. Assign a workspace role to grant access.
  • Organization Viewers in a public workspace can see everything but can't edit anything until a workspace role is assigned.