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.
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
Workspace limitations
Default workspace:
Included with every account
Includes 50 free credits monthly
Cannot add team members
Team member access:
Only available on Team plans and above
Not available on Free, Starter, or Professional plans
Each member counts toward your plan's user limit
Managing workspace settings
Access workspace settings to:
Update workspace name
Manage team members
Configure billing preferences
Set up API access
Monitor credit usage