Getting Started

Workspaces

Learn how to create, manage, and configure workspaces in Projectyl.

A workspace is the top-level container for your team. Each workspace has its own members, projects, and subscription plan.

Switch workspaces

Click the workspace name at the top of the sidebar to open the workspace switcher. All your workspaces are listed — click one to switch.

Create a new workspace

In the workspace switcher dropdown, click Create a workspace at the bottom. You'll be prompted to name it and provide an optional description.

Configure workspace settings

Click the gear icon next to your workspace name to access settings. There are four tabs:

General

  • Change the workspace name.
  • Set a workspace icon (emoji).
  • Upload/set a workspace logo.

Members

  • View all current members and their roles (Owner, Admin, Member).
  • Invite new members by entering their email address. You can:
    • Choose a role (Admin or Member).
    • Assign them to specific projects.
    • Add a personal message to the invitation.
  • Change a member's role or remove them from the workspace.
  • View pending invites with their status and expiration date.

Plan

  • View your current subscription plan and usage (projects, members, channels, storage, message history).
  • Upgrade or downgrade your plan.

Danger Zone

  • Delete the workspace permanently. This action is irreversible.

Join a workspace via invite

If someone invites you, you'll receive an email with a join link. The link shows the workspace name, your assigned role, and the email the invite was sent to. Click Accept Invitation to join.

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