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.
Before you create a workspace
Important limitations to consider:
Creating workspaces is free for all users.
You'll need a paid plan to use robots in any workspace beyond your default workspace.
Only workspace Owners and Admins can create robots in team workspaces.
Each plan has different team member limits.
Creating your workspace
Follow these steps to create a new 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.
Your new workspace will be created immediately and you'll be automatically switched to it.
After creating your workspace
Once your workspace is created, you can:
Set up your workspace:
Update workspace settings and preferences.
Configure billing preferences (paid plans only).
Set up API access if needed.
Add team members:
Invite team members to collaborate.
Assign appropriate roles (Owner, Admin, or Member).
Manage permissions and access levels.
Start building robots:
Create new robots within the workspace.
Transfer existing robots from other workspaces.
Set up monitoring and integrations.