Workspaces

A workspace is a named sub-division of your account (a team, brand, region, or client) where people submit against the taxonomies connected to it. Every submission and record belongs to exactly one workspace. For the definition, see Key concepts. To create, connect, clone, or delete a workspace, see Manage workspaces.

Limits and rules

Rule	Detail
Workspaces per account	Depends on your plan. At the cap, creating a workspace shows Workspace limit reached, and cloning one is refused. See Plans and limits.
Name	Required and unique within the account.
Default workspace	Every new account starts with one workspace named `Main`. It is an ordinary workspace.
Taxonomies	A workspace with no taxonomies connected cannot collect submissions. The settings form shows No taxonomies assigned yet until you assign one.
Saving taxonomies	The list you save replaces the whole set. A taxonomy left off is disconnected, along with its per-workspace settings.

Workspace roles

Account owners and admins can see and manage every workspace and never need a workspace role. Account members get one role per workspace, assigned on the account’s member pages (see Team members):

Role	What they can do
Admin	Edit the workspace’s settings and assigned taxonomies, approve and reject submissions, plus everything below.
Member	Create submissions and edit their own.
Viewer	Read-only access. This is the default role.

A member sees only the workspaces they have a role in. A workspace Admin is not an account admin: they cannot create, clone, or delete workspaces or change account settings.

Connection settings

Each taxonomy-to-workspace connection carries two settings, both scoped to that one pair:

Setting	Default	Effect
Require review	Off	When on, submissions for that taxonomy in this workspace go through review before they become records. See Submissions.
Field options	Taxonomy defaults	Narrows which options a dropdown shows in this workspace. The list shows a count of customized fields when any are set.

Turning on Require review and setting Field options both require the Business plan or higher. Turning review off or clearing field options is always allowed, so a downgraded account can recover. See Plans and limits.

Field options use the same two modes as a taxonomy’s option filter, and both filters apply together:

Mode	What it shows	Options added to the picklist later
Use all options, hide a few	Every option except the ones you hide.	Appear automatically.
Only specific options I choose	Only the options you pick.	Stay hidden until you add them.

The full behavior lives in Field-reference overrides.

What cloning copies

Copied	Not copied
Connected taxonomies	Members and their roles
Per-workspace Field options	Submissions and records
Description	Require review (starts off on the clone)

On a plan without per-workspace option filters, a workspace that still has Field options set cannot be cloned until you clear them. See Plans and limits.

Manage workspaces: create, assign taxonomies, clone, and delete.
Team members: account roles and where workspace roles are assigned.
Field-reference overrides: option filters in depth.
Submissions and Records: the data a workspace holds.

Fields

Picklists

Settings and limits

Limits and rules

Workspace roles

Connection settings

What cloning copies

​Limits and rules

​Workspace roles

​Connection settings

​What cloning copies

​Related

Limits and rules

Workspace roles

Connection settings

What cloning copies

Related