Choose and manage workspaces

A workspace keeps a team’s personas, stacks, providers, and integrations together. Select the workspace before creating or editing its resources.

Switch your working context

Use the workspace selector in the app sidebar. Choose the workspace you need, then check the name shown in the selector. The directories and settings you open now belong to that workspace.

If a persona or integration seems to be missing, check the selector first. A connection saved in another workspace will not appear as a connection you can assign here.

Know the two levels

An organization manages a business account’s membership, workspaces, billing, and access settings. A workspace holds the resources used for a particular team or project.

Organization membership and direct workspace membership are managed separately. See members and roles before inviting your team.

Create another workspace

Open your organization’s Admin area, then Workspaces.
Choose Create workspace.
Enter a recognizable name, such as Customer Support.
Submit the form. Open the new workspace with Manage workspace.

The app checks whether your account can create workspaces and whether the organization has room in its plan. If you cannot access this screen, ask an organization administrator to create the workspace or review your access.

A paid business signup creates Default Workspace after payment is confirmed. You can start there before creating separate workspaces for other teams.

Name it and add people

Open the selected workspace’s Admin area. Under general settings, edit Display name and choose Save settings. You can also change the workspace picture.

Open Members to invite the people who will work here. Then connect the providers and integrations they need. A clear name and a short list of relevant connections make the workspace easier to use.

Disabling and deletion

Read the confirmation before changing workspace access. Disabling keeps the workspace’s data. Deletion stops access immediately and is a separate action. Use these controls only when you intend to stop the team’s work.

If the app shows a billing or usage restriction, open the linked billing page or ask the account administrator to resolve it. Creating another workspace does not bypass an organization-wide restriction.

Need a hand? Contact the PersonaStack team.