# Creating a Workspace

### Steps to Create a Workspace

1. Go to the **Organization Dashboard**
2. Open the **Workspaces** tab
3. Click **Create Workspace**
4. Enter the required details
5. Click **Create Workspace**

Once created, the workspace becomes immediately active and ready for use.

{% hint style="info" %}
Only users with **Owner** or **Admin** roles can create workspaces.\
[Learn More about Role Based Access*→*](/organization-and-workspaces/members-and-role-based-access/member-roles-explained.md)
{% endhint %}

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### Workspace Details

#### 1. Workspace Name

The workspace name identifies the project, team, or client within the organization.

Use clear and descriptive naming conventions such as:

* Client – Nike Campaign
* Marketing Team
* Product Launch 2024
* Q4 Ad Campaign

The name is used across member assignment, history filters, and credit tracking. A consistent naming approach ensures clarity as the number of workspaces increases.

{% hint style="info" %}
Prefer descriptive names over generic ones\
\&#xNAN;*Example: “Client – Adidas Q4 Campaign” is more effective than “Workspace 3”*
{% endhint %}

#### 2. Workspace Description

You can add a description to provide context about the workspace.

This may include:

* Project scope or objective
* Client or campaign details
* Timeline or phase
* Responsible team

**Example:**“This workspace is dedicated to AI-generated creatives and chatbot workflows for the Q3 product launch.”

***

### After Creation

Once the workspace is created, you can:

* [Invite members](/organization-and-workspaces/members-and-role-based-access/inviting-members.md) to the workspace
* [Allocate a budget](/organization-and-workspaces/workspaces/workspace-credit-allocation.md) to the workspace (if using workspace budget mode)
* [Track credit usage](/organization-and-workspaces/tracking-credits-and-ai-usage.md)
* Access workspace-specific history
* Update workspace details
* Delete the workspace if no longer needed

All activity within the workspace is automatically tracked and scoped to it.

***

### Best Practices

* Create separate workspaces for distinct clients, teams, or projects
* Maintain consistent naming conventions across the organization
* Avoid mixing unrelated work within a single workspace
* Do not create unnecessary workspaces without clear separation needs


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