# Workspaces Workspaces let you organize your organization's data — stores, deals, layers, files, and more — into separate groups with independent access controls. Use workspaces to partition work by region, department, brand concept, or any structure that fits your team. {% embed url="" %} *** ## Understanding the Workspace Hierarchy Every organization starts with a single **root workspace** that shares the organization's name. All other workspaces are children (or grandchildren) of this root, forming a tree structure. For example, a national retailer might organize like this: * **Acme Corp** (root) * **East Region** * **Northeast Division** * **Southeast Division** * **West Region** * **California** * **Pacific Northwest** Key concepts: * The root workspace cannot be renamed or deleted * Child workspaces inherit lenses from their parent when created * Each workspace can have its own color for quick visual identification * Data in a workspace is scoped to that workspace, so switching workspaces will change what you see across the platform *** ## The Workspace Switcher Click the **workspace name** at the top of the left sidebar (below the GrowthFactor logo) to open the workspace switcher.
Workspace switcher dropdown with tree, Join buttons, and quick actions
The dropdown shows every workspace you have **access** to, displayed as a tree. Each row uses a depth-aware diamond icon — filled diamonds for the root, lighter diamonds for descendants — colored by the workspace's assigned color. A **search box** appears at the top once your tree has five or more workspaces. The active workspace is marked with a checkmark. ### Switching Workspaces Click a workspace row to switch to it. The platform reloads with data scoped to that workspace, and the sidebar updates to show the new active workspace. You can only switch into workspaces you are a **member** of — see [Access vs. Membership](#access-vs-membership) below. ### Joining a Workspace If a workspace appears in the dropdown with a **Join** button next to it, you have admin access through a parent workspace but no direct membership. Click **Join**, confirm in the dialog, and you'll be added as an Admin of that workspace and switched into it automatically. ### Quick Actions If you are an Admin of the workspace you're currently viewing, the bottom of the dropdown has three shortcuts that act on the active workspace: * **+ New workspace** — opens the Create Workspace dialog with the active workspace pre-selected as the parent * **Settings** — opens [Workspace Settings](/getting-started/workspace-settings.md) for the active workspace * **Add member** — opens the Add Member dialog to invite an existing org user, or send an invite to a new email Members and Viewers see a short "Ask your workspace admin for access to other workspaces" note instead of these actions.
Add member dialog opened from the workspace switcher
{% hint style="info" %} If you are only a member of one workspace and have no access to others, the workspace switcher will not be clickable. {% endhint %} *** ## Workspace Roles & Permissions Each member can be assigned a role per workspace. Roles control what a member can do within that workspace and its children. | Role | Capabilities | | ---------- | ----------------------------------------------------------------------------------------------------------------------------- | | **Viewer** | View data in the workspace and its descendants. Cannot edit or create resources. | | **Member** | Everything Viewers can do, plus create and edit resources (deals, stores, layers, etc.) in the workspace and its descendants. | | **Admin** | Everything Members can do, plus create/edit/delete child workspaces and manage workspace membership. | Permissions flow downward: an Admin on a parent workspace automatically has Admin access to all of its child workspaces. *** ## Access vs. Membership There is an important distinction between having **access** to a workspace's data and being a **member** of that workspace. **Access** means you can see and interact with a workspace's resources (sites, deals, layers, etc.). Access is inherited from parent workspaces — if you have a role on a parent workspace, you automatically have access to all of its children's data. When you're viewing a parent workspace, resources from child workspaces may appear in your lists and on the map. **Membership** means you are explicitly assigned to a workspace with a role (Viewer, Member, or Admin). Switching directly into a workspace requires membership, so only workspaces you are a member of can be selected in the switcher. The switcher still **lists** workspaces you have access to without membership — they appear with a **Join** button instead of being selectable. In practice, this means: * You might see a site that belongs to a child workspace while viewing the parent, but you can't switch into that child workspace until you join it * An Admin on a parent workspace has full access to child workspace data, but still needs to join a child workspace to switch into it directly. Click **Join** in the switcher to add yourself * Other admins can add members from a workspace's [Members tab](/getting-started/workspace-settings.md#members-tab) or via **Add member** in the workspace switcher {% hint style="info" %} If you see resources from a workspace you don't have access to, ask an Admin to add you as a member. {% endhint %} *** ## Managing Workspaces All workspace administration — creating, renaming, recoloring, deleting, moving resources, and managing members — happens inside [Workspace Settings](/getting-started/workspace-settings.md). Open it from the **Settings** button at the bottom of the workspace switcher dropdown.
Workspace Settings dialog with the workspace tree on the left
The left tree picks which workspace to edit; the right pane shows that workspace's settings across four tabs: **Defaults**, **Members**, **Resources**, and **Site Score**. See [Workspace Settings](/getting-started/workspace-settings.md) for the full tour. ### Creating a Workspace 1. Open the workspace switcher and click **+ New workspace** (or open Workspace Settings and click **+ Create sub-workspace** / the **+** next to "Workspaces" in the tree) 2. Confirm or change the **Parent Workspace** 3. Enter a **Name** (must be unique among siblings) 4. Optionally add a **Description** 5. Choose a **Color** from the presets or use a custom hex color 6. Click **Create Workspace**
Create Workspace dialog
### Editing a Workspace In Workspace Settings, click the workspace in the left tree, then edit its **name**, **description**, or **color** inline at the top of the right pane. ### Deleting a Workspace In Workspace Settings, select the workspace in the tree, then click **Delete** in the top right of the right pane. Confirm the deletion. {% hint style="info" %} Deleting a workspace also deletes all resources inside it, including sites, deals, layers, files, and any child workspaces. To keep those resources, move them to another workspace before deleting — see [Moving Resources Between Workspaces](#moving-resources-between-workspaces) below. You cannot delete the root workspace or the workspace you are currently viewing. Switch to a different workspace first if needed. {% endhint %} *** ## Moving Resources Between Workspaces Resources like deals, sites, tags, shared maps, custom layers, and files belong to a specific workspace. There are two ways to move them. ### From a Resource's Card Menu For files, custom layers, deals, sites, and shared maps, click the **three-dot menu** on the resource and select **Move to Workspace** (or **Copy to Workspace** for custom layers). Pick a destination workspace and confirm. ### Bulk Move via the Resources Tab For larger transfers, use the [Resources tab](/getting-started/workspace-settings.md#resources-tab) in Workspace Settings: 1. Open Workspace Settings and select the **source workspace** in the tree 2. Click the **Resources** tab 3. Pick a resource type (Deals, Sites, Shared Maps, Custom Layers, Files, or Tags) 4. Use the search box to filter, then check the items to move 5. Choose a destination workspace and confirm {% hint style="info" %} **Custom Layers are copied** when transferred — a copy is created in the destination and the original stays in the source. **Files, deals, sites, shared maps, and tags are moved** — they're removed from the source workspace. You need member access in both the source and destination workspaces to move resources. {% endhint %} *** ## Managing Workspace Members All workspace membership is managed from the [Members tab](/getting-started/workspace-settings.md#members-tab) inside Workspace Settings. Pick a workspace in the tree on the left, then add, remove, or change roles on the right. The Members tab has its own search box and **+ Add member** button, and clicking a row opens that member's profile so you can edit their roles across every workspace they belong to. For a quick add to the active workspace without opening the full settings dialog, use **Add member** at the bottom of the workspace switcher. To grant yourself membership to a workspace you have access to but haven't joined yet, click **Join** in the workspace switcher. See [Members](/getting-started/members.md) for org-level roles and the role/permission model. *** ## Best Practices * **Use descriptive names.** "West Region" or "Franchise Group A" is clearer than "Workspace 1." * **Assign colors consistently.** Use colors to represent regions, business units, or workspace levels so the tree is easy to scan. * **Start broad, split later.** Begin with a few top-level workspaces and create child workspaces as your team's needs become clearer. You can always move resources between workspaces. * **Review permissions regularly.** When team members change roles or leave, update their workspace access to maintain data security. *** ## Related Features * [Workspace Settings](/getting-started/workspace-settings.md) — Defaults, Members, Resources, and Site Score for each workspace * [Members](/getting-started/members.md) — Org-level roles and the all-members view --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.growthfactor.ai/getting-started/workspaces.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.