Workspaces
Switch, archive, and restore workspaces without losing track of capacity.
On this page
A workspace organizes a provider’s clients and projects. Your workspace selector shows only workspaces you can access.
Switch between workspaces
- Select the workspace name at the top of the sidebar, or open Settings → Current workspace.
- In Your workspaces, choose the workspace you need.
- The app opens its Overview. Switching clears the current project, search, filters, and open task dialogs.
Archived entries are marked Archived · Read-only. Switching to one lets you review and download eligible work; it does not restore editing. Internal app views are not separate shareable page addresses, so tell teammates which workspace, project, and task to open.
Create another workspace
The original provider account owner can create additional workspaces within the available plan quota. An invited provider admin does not have this creation control.
- Open Settings and choose Create another workspace.
- Enter Workspace name and select Save.
- Use the selector to open the new workspace and add its clients.
The trial permits one workspace; paid plans permit five. Archived workspaces still count. New workspaces do not restart the provider’s trial, and the same provider subscription covers them.
Archive a workspace
Only provider admins can archive and restore workspaces.
- Select the intended workspace and open Settings.
- Choose Archive this workspace.
- Read the confirmation and select Archive workspace.
- Check that the workspace is marked read-only.
All its projects become read-only and stop occupying active-project capacity. Their previous statuses are retained. Viewing and downloads remain available only until each project’s original 90-day deadline.
Archiving does not lower purchased slots or invoices, free a workspace quota slot, or extend retention. Other workspaces are not automatically archived, even if this is the provider’s billing workspace.
Restore a workspace
Select the archived workspace, then choose Restore workspace in Settings or in the archive banner. Restoration preserves the previous project statuses and original creation dates.
There must be enough active capacity for the projects that become active again. A pending billing or checkout change can block restoration. Resolve it or ask a provider admin to review purchased capacity and retry.
Troubleshooting
A workspace is missing. Check the account you are signed in with and whether its invitation was accepted. Your role does not grant access to an unrelated provider’s workspaces.
Restore succeeded but a project is still read-only. The project may be Inactive or Completed, the subscription may not be writable, or an agreement may need acceptance. See Read-only access.
You want to rename or delete a workspace. The current customer UI does not provide a general rename or permanent workspace-deletion flow. Contact support for your account request. Archiving is a read-only state, not deletion.