Managing Workspaces

This page explains how to create workspaces, switch between them, rename them, and manage who has access.

How can I see my workspaces?

Open the workspaces page to see every workspace you belong to. Your current workspace is marked Current.

Alternatively, open the account menu from your avatar in the top-right corner and click Workspaces.

The account menu showing the Workspaces link
Open the account menu (top-right corner of the screen) and click Workspaces to see a list of available workspaces.

How do I create a new workspace?

On the workspaces page, click Create a workspace, enter a Workspace name (up to 60 characters), and click Create workspace. You’re switched into the new workspace automatically and taken to its dashboard.

The create workspace form
Give your new workspace a name, then click Create workspace.

How do I switch to a different workspace?

On the workspaces page, click Switch next to the workspace you want to open. Switching applies to the current browser tab.

The workspaces list with Switch buttons
Each workspace you belong to is listed with your role. Click Switch to open another one; the current workspace is marked Current.

Where do I find the workspace switcher?

You can always reach the full workspaces list from the Workspaces link in the account menu. You can also switch directly from the Switch link on your dashboard’s workspace card, without opening the workspaces page first.

The dashboard workspace card
The workspace card at the top of the dashboard lets you rename or switch the current workspace.

How do I rename a workspace?

Admins can rename the current workspace from the workspace card on the dashboard. Click Rename, edit the name (up to 50 characters), and click Save. The new name appears immediately and updates in your other sessions the next time they refresh.

Renaming a workspace inline
Edit the workspace name inline, then click Save to apply the change.

How do I invite people to a workspace?

On the Workspace Members page (in your account settings), admins click Invite Member, enter the person’s Name and Email address, choose a Role, and click Send Invitation. See User roles for what the Admin and Researcher roles can do.

Invited people show a Pending badge until they accept. They receive an email with a link to join your workspace; the invitation link expires after 7 days.

The invite member form
Enter the person's name and email, choose a role, and click Send Invitation.

How do I remove someone from a workspace?

On the Workspace Members page, open the member’s actions menu and choose Remove. They lose access to that workspace’s surveys and idea banks immediately, but keep access to any other workspaces they belong to.

The Workspace Members list with the actions menu open
Open a member's actions menu to change their role or remove them. Pending members haven't accepted their invitation yet.

How many workspace members can I add?

How many workspace members you can add is determined by your account type.

Free accounts are limited to a single workspace member. To add more, please upgrade to a commercial account.

Pro accounts can add up to 10 workspace members. If you need more, contact us and we’ll help you increase the limit.

Enterprise limits are set based on your subscription agreement. If you have an enterprise account and need more workspace members, contact us and we’ll help you increase the limit.

How many workspaces can I create?

The number of workspaces is determined by your account type.

Free accounts can have only one workspace. To create more than one workspace, please upgrade to a commercial account.

Pro accounts can create an unlimited number of workspaces. Note that each workspace is billed separately, so creating additional workspaces increases your subscription costs.

Enterprise accounts workspaces are set based on your subscription agreement. If you have an enterprise account and need more workspaces, contact us and we’ll help you increase the limit.