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A workspace brings your people, AI workers, teams, billing, and usage together. If you belong to more than one, each has its own members, workers, and plan. You can switch between them without creating another account.

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Create or join a workspace

1

Choose your workspace

To start a new one, open the workspace switcher beside the workspace name and select Create workspace. Enter a workspace name; a company website is optional.
2

Join an existing workspace

If someone invited you by email or shared an invite link, sign in and follow the invitation to join. You can also join with a confirmed company email address if an admin has enabled Join by email domain in Settings > Workspace > General. This joins you as User Lite; personal email providers are not eligible for domain joining.
The workspace switcher shows your current workspace and any others you belong to. Select another workspace to switch, or use Create workspace to start a new one. Owners and Admins can update workspace details and upload a custom logo under Settings > Workspace > General.

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Choose roles and invite people

Owner is the person who owns the workspace. Admin runs its members, billing, and settings and can hire specialist workers. Choose the other roles based on what someone needs to do: The Owner can also manage the workspace like an Admin. Roles are separate from a worker’s manager permissions: access to a worker doesn’t by itself make someone its manager.
1

Open Members

In the workspace you want to manage, go to Settings > Workspace > Members and select Invite. You need to be an Owner or Admin to invite members.
2

Choose a role and invitation method

Select the person’s role, then enter their email address to invite them directly. For User, User Lite, or Guest, you can instead create and share an invite link for that role. Admin invitations are by email only. Share links expire and can be revoked.
3

Check pending invitations

Until someone joins, their email invitation appears under Pending invitations in Members. You can revoke it there if needed.
The Members roster shows when each person joined the workspace. Before removing a member or leaving the workspace, review the offboarding reassignment preview for workers, projects, teams, and scheduled tasks associated with that person. Check what will be reassigned before confirming. To invite an external collaborator, select the Guest role and grant access only to the intended workers or projects; Guest access does not open the rest of the workspace.
A workspace invitation adds someone to the workspace, not automatically to a team or a private worker. For team membership, open Settings > Workspace > Teams and add people who are already in this workspace. See Teams for sharing workers within a team.

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Understand worker access

A worker’s visibility determines whether everyone in the workspace can reach it. New hires default to Whole workspace; workers hired before the workspace rollout remain Private:
  • Whole workspace: Members other than Guests can reach the worker without being added to a team. A Guest still needs explicit access.
  • Private: Only the worker’s owner and people granted access, such as through a team or co-manager assignment, can reach it. To share one, follow the worker-settings or team-directory steps in Teams.
Owners and Admins can see each worker’s visibility under Settings > Workspace > Workers. This inventory displays visibility; it is not a visibility editor. Worker access alone doesn’t reveal someone else’s individual conversations or give you manager permissions. See Co-managers if a colleague needs to help manage a worker.

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Plans and usage belong to the workspace

Your workspace owns its workers, billing, and shared Work Credits; usage isn’t a separate allowance for each person. You can add unlimited members with no per-seat charge. The included plan sizes are Starter: 2 workers and 2,000 Work Credits and Business: 5 workers and 7,000 Work Credits. A 15-day Business trial at the included size starts without a card. For current plan choices and billing changes, use Settings > Workspace > Billing (Owner or Admin). Check the options there before making changes; this guide isn’t a pricing quote.

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If something looks missing

  • Can’t join by domain? Ask an admin whether Join by email domain is enabled for your confirmed company email domain. A personal-provider address won’t qualify; request an invitation instead.
  • Can’t see a worker? Check whether it’s Private and ask its manager about team or individual access. Joining a workspace alone doesn’t open private workers.
  • Can’t hire or change billing? Check your workspace role. User Lite can’t hire; billing is managed by Owners and Admins.

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Next steps

  • Teams — organize people and share workers within a workspace.
  • Co-managers — let someone help manage a worker.
  • Hiring workers — bring a specialist into your workspace.