A workspace is a shared environment where teams collaborate on robots and manage data extraction projects. Each workspace has its own dashboard, settings, and team members.
Creating a workspace
Click the workspace dropdown menu in the top-left corner of your dashboard
Select "+ Create new workspace"
Enter a unique name for your workspace
Click "Confirm" to create the workspace
NOTE: While creating workspaces is free, you'll need a paid plan to use robots in any workspace beyond your default workspace.
Note: As seen above, workspaces you belong to will be sorted alphabetically in the dropdown. There is currently no way to change that behaviour.
Understanding workspace roles
Workspace roles determine what actions members can take:
Owner:
Full control over workspace settings
Manage members and permissions
Transfer ownership
Access all robots and API settings
Admin:
Manage workspace settings
Add or remove members
Configure robots and API settings
Cannot transfer ownership
Member:
Build and run robots
Access shared workspace data
Cannot modify workspace settings
Cannot add new members
NOTE: Before accepting the invitation, the new team member must have a Browse AI account linked to their email address.
Users with the Member role in free plan workspaces do not see subscription plans, as only Admins and Owners can manage subscriptions.
Workspace limitations
Default workspace:
Included with every account
Includes 50 free credits
Cannot add team members
Team member access:
All Browse AI plans can invite team members
Free and Personal plans can have 3 team members
Professional plan can have 10 team members
Premium plan can have custom number of team members
Managing workspace settings
Access workspace settings to:
Transfer ownership
Update workspace name
Manage team members
Configure billing preferences
Set up API access
Monitor credit usage
Ownership transfer
The workspace owner can designate a new owner and transfer ownership to another team member. Here’s how you can do it:
In the Workspace Settings, click on the pen icon
Choose the Owner role for the selected team member.
Click on "Save"
Then, click on "Yes, transfer ownership"
Congrats! Your workspace now has a new owner!