---
title: "Workspaces"
description: "Learn how to create, manage, and configure workspaces in Projectyl."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.projectyl.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 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.

See [Permissions & Roles](/reference/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](/reference/pricing) for plan details.

### Integrations

- Connect external services like [GitHub](/guides/github) to your workspace.
- Manage existing connections — view status, manage access, or remove integrations.
- See [Integrations](/guides/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](/getting-started/projects#members) and [Permissions & Roles](/reference/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:

1. **From workspace settings** — Go to Settings → Members → Invite.
2. **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.

Source: https://docs.projectyl.app/getting-started/workspaces/index.mdx