Workspaces
A workspace is the top-level container for your team. Each workspace has its own members, projects, and subscription plan. Most teams only need one workspace — think of it as your organisation's home in Projectyl.
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. The current plan (Free, Pro, Business, or Enterprise) is shown as a badge next to the workspace name.
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 five tabs:
General
- Change the workspace name.
- Upload or change the workspace logo — displayed in the sidebar and workspace switcher.
Members
- View all current members and their roles.
- Invite new membersby 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.
See Permissions & Roles for a full breakdown of what each role can do.
Plan and Usage
- View your current subscription plan and usage metrics (projects, members, channels, storage, message history).
- Upgrade or downgrade your plan.
- See Pricing & Plans for plan details.
Integrations
- Connect external services like GitHub to your workspace.
- Manage existing connections — view status, manage access, or remove integrations.
- See Integrations for setup details.
Danger Zone
- Delete the workspace permanently. This action is irreversible and removes all projects, tasks, documents, and chat history.
Roles and permissions
Projectyl has three roles at the workspace level:
| Role | Description |
|---|---|
| Owner | Full control over the workspace. Can manage billing, delete the workspace, and manage all members. Every workspace has exactly one owner. |
| Admin | Can create projects, invite members, manage integrations, and configure workspace settings. Cannot delete the workspace or change the owner. |
| Member | Can access assigned projects, create and manage tasks, participate in chat, and edit documents. Cannot invite members or change workspace settings. |
Roles also apply at the project level — see Projects — Members and Permissions & Roles for the full matrix.
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.
If you don't already have a Projectyl account, you'll be prompted to create one first. After signing up, the invitation will be waiting for you.
Tip: If you're having trouble with an invite link, check that you're signed in with the same email address the invite was sent to. Invite links expire — ask the sender to resend if yours has expired.
Inviting people
There are two ways to invite people:
- From workspace settings — Go to Settings → Members → Invite.
- From the sidebar — Click Invite people at the bottom of the sidebar for quick access.
Both routes open the same invite dialog where you can set the person's role and project assignments. person's role and project assignments.