Workspaces

Organize your document automation projects into separate collaborative environments

Overview

Workspaces in DocsAutomator provide separate environments for organizing your automation projects. Each workspace has its own team, automations, and settings, allowing you to manage different projects or clients independently.

When you sign up for DocsAutomator, an initial workspace is automatically created for you, and you become its owner. You can create additional workspaces as needed and join workspaces created by others.

Key Features

• Unlimited workspaces - Create as many separate workspaces as needed for different teams or clients

• Separate environments - Each workspace has its own automations

• Independent settings - Configure each workspace with unique settings and integrations

• Workspace switching - Easily switch between workspaces you belong to

• Custom workspace names - Identify workspaces clearly with custom naming

• Unlimited team seats - Add as many team members as needed, even on the free plan (see Team Management for more)

Workspace Basics

Workspaces are collaborative environments where you and your team can work together on automation projects. Key points about workspaces:

• Initial workspace is created automatically when you sign up for DocsAutomator

• Any user can create multiple workspaces

• Each workspace can have unlimited team members

• Users can be members of multiple workspaces simultaneously

• Each workspace has its own automations and settings

• Different roles control what members can do within a workspace

• Free plan includes unlimited team seats - No restrictions on team size regardless of plan

Creating a New Workspace

To create a new workspace:

1. Log in to your DocsAutomator account

2. Click on your profile icon in the top-right corner

3. Select Create New Workspace

4. Enter a workspace name and configure initial settings

5. Click Create Workspace

Once created, you become the owner of the workspace and can invite team members to join.

Managing Multiple Workspaces

As a user, you may be a member of multiple workspaces. To switch between workspaces:

1. Click on the workspace name in the top navigation bar

2. Select the desired workspace from the dropdown menu

3. Your interface will update to reflect the selected workspace's content and settings

Each workspace maintains separate:

• Team members and permissions

• Automation templates and configurations

• Billing and subscription details

User Roles in Workspaces

DocsAutomator supports different user roles to help you manage your workspace effectively:

Role	Capabilities
Owner	Full access to all features, can add/remove team members, change roles, and manage billing
Admin	Can create/edit automations, invite team members, and manage team settings
Member	Can create/edit automations

For detailed information about managing team members within a workspace, please see the Team Management documentation Team Management

Best Practices

• Create separate workspaces for distinct teams or clients

• Use descriptive workspace names to easily identify their purpose

• Regularly review workspaces to ensure they're properly organized

• Archive or delete unused workspaces to keep your account tidy

Workspace Settings

Each workspace has its own settings that can be configured:

1. Navigate to Workspace Settings in the main menu

2. Select the appropriate settings category

3. Configure settings specific to the current workspace

Settings categories include:

• General - Workspace name and basic information

• Team - Member management and permissions

• Integrations - Connect to third-party services

• API - Access API keys and settings

• Notifications - Configure email notifications

• Billing - Manage subscription plans and payments

Related Features

• Team Management

• Google Doc Template Guide

• Saving Google Docs

Troubleshooting

Is there a limit to how many workspaces I can create or join?

There's no limit to the number of workspaces you can create or join. Each workspace has its own subscription plan.

Can I transfer ownership of a workspace?

Yes, owners are able to transfer and remove ownership.

Will deleting a workspace delete my account?

No. Deleting a workspace only removes that workspace and its contents. Your account remains active and you will still have access to any other workspaces you belong to.

Can I rename a workspace after creating it?

Yes. Navigate to Workspace Settings → General to change your workspace name.