Workspaces#

Workspace is the only Playbooks tenant and the owner of public profiles, projects, templates, billing, usage, connectors, deploys, and application resources.

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Philosophy#

Every User owns one personal Workspace and may join additional collaborative Workspaces. Personal Workspaces are private membership containers for one User; collaborative Workspaces support members, roles, shared custody, and organization-level operation.

Each Workspace manages its own public presentation, projects, merchant configuration, subscription, billing, usage, and shared balance independently from the private Accounts of its members.

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Settings#

Workspaces include specific management features designed to scale your collaborative workflow.

Seats#

Because workspaces share resources and revenue, you must upgrade to a paid subscription and provision seats before inviting members. For example, if you intend to invite five users to your workspace, you must first purchase five seats within your billing dashboard.

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Members#

Once seats are available, the workspace owner can invite users to join the organization. During the invitation process, you can define specific roles to control access levels and permissions. The workspace owner can update roles or remove members at any time. Removing a member immediately frees up that seat, allowing you to invite a new collaborator without additional billing changes.