Understanding Workspaces, Projects, and team roles
What a Workspace owns, how Projects organise your work, and what each role can do, so you can give your team the right access.
- Plan
- Any
- Role
- Any role can view this
HELP CENTER · 5 ARTICLES
Workspaces & Team
Workspaces, Projects, roles, invitations, ownership, and Workspace settings.
5 ARTICLES IN THIS CATEGORY
Inviting a team member to your Workspace
Send an invitation so a colleague can work in your Workspace with the right role. They join on the Workspace’s existing plan.
- Plan
- A free seat. Team members, including the Owner: 2 on Professional, 5 on Agency, 15 on Scale. The Trial and Starter include 1
- Role
- Owner or Admin. Only the Owner can invite Admins
Creating, archiving, restoring, and deleting Projects
A Project groups one client’s audits, files, and reports. Archive a Project to free an active slot without losing anything, restore it when you need it again, or delete an archived Project permanently.
- Plan
- Active projects: 1 on the Trial, 3 on Starter, 10 on Professional, 30 on Agency, 100 on Scale
- Role
- Owner, Admin, or Member to create; Owner or Admin to archive and restore; Owner to delete
Transferring ownership and leaving a Workspace
Each Workspace has exactly one Owner. The Owner can hand ownership to an active member and becomes an Admin. Anyone who isn’t the Owner can leave a Workspace at any time.
- Plan
- Any
- Role
- Owner to transfer ownership; any other role to leave
Changing Workspace settings, and archiving or deleting a Workspace
Settings holds the Workspace’s name, logo, default timezone, and default currency. The Owner can archive the Workspace, which can be restored within 30 days, or delete it permanently.
- Plan
- Any
- Role
- Owner or Admin to change details; Owner to archive or delete
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