Creating a Workspace
Steps to Create a Workspace
Go to the Organization Dashboard
Open the Workspaces tab
Click Create Workspace
Enter the required details
Click Create Workspace
Once created, the workspace becomes immediately active and ready for use.
Only users with Owner or Admin roles can create workspaces. Learn More about Role Based Access→
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.
Prefer descriptive names over generic ones Example: “Client – Adidas Q4 Campaign” is more effective than “Workspace 3”
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 to the workspace
Allocate a budget to the workspace (if using workspace budget mode)
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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