Workspaces

A Workspace is a container for related research projects within an Organisation. Workspaces provide project organisation and access control.

Purpose

Workspaces group related projects together, control who can view or edit those projects, and let you share access with team members by role.

Hierarchy

Organization
├── Workspace
│   ├── Project
│   ├── Project
│   └── Project
└── Workspace
    └── Project

Workspace Types

A workspace is Private when it has only one member (the Owner) — good for personal projects, drafts, and testing. It becomes Shared automatically once a second member is invited — for team collaboration, client work, and projects needing review and approval.

Workspace Roles

A workspace has three roles. The Permissions Matrix below is the quick reference; the notes here cover what each role can and can't do.

Owner (exactly one per workspace)

Assigned automatically to the workspace creator, or received through an ownership transfer. The Owner has complete control: renames and deletes the workspace, invites members (as Can Edit or Can View), removes members, changes member roles, transfers ownership, creates/edits/deletes projects, publishes projects (subject to Organisation role), and moves and copies projects. The Owner cannot remove themselves — transfer ownership first.

Can Edit (multiple allowed)

Works on research and helps manage the workspace: creates/edits/deletes projects, publishes projects (subject to Organisation role), renames the workspace, invites members (as Can Edit or Can View), removes members (except the Owner), moves and copies projects, creates categories and filters, and exports reports. Cannot delete the workspace, remove the Owner, change member roles, or transfer ownership.

Can View (multiple allowed)

Read-only: views all projects, conversations, and analysis, and exports reports. Cannot create, edit, delete, or publish projects; rename the workspace; invite or remove members; change settings; or create categories or filters.

Workspace Management

For step-by-step instructions, see the Team Management guide. The rules:

Creating (any Organisation role — Owner, Admin, Editor): click "New Workspace" and name it. The creator becomes the Owner, and the workspace starts Private and empty.

Sharing (Owner, Can Edit): invite by email and pick Can Edit or Can View. The member must already be in the Organisation, and you cannot invite someone as Owner (use transfer ownership instead).

Changing member roles (Owner only): switch a member between Can Edit and Can View; takes effect immediately.

Removing members (Owner, Can Edit): the member loses workspace access but their work stays intact. The Owner cannot be removed. If the last member is removed, the workspace becomes Private.

Transferring ownership (Owner only): the recipient must currently be a Can Edit member. On transfer they become Owner and the previous Owner becomes Can Edit. This cannot be undone — the new Owner must transfer back.

Renaming (Owner, Can Edit): name change only; no impact on projects or data.

Deleting (Owner only): the workspace and all its projects are marked as deleted — including any that are published or awaiting approval — and members lose access immediately. Because of that, you'll see a warning before confirming if the workspace contains published or in-approval projects. If you delete something by mistake, contact [email protected] — recovery may be possible. You cannot delete the last workspace you own; make sure you own at least one other first.

Projects in Workspaces

Projects are created inside workspaces by the Owner or a Can Edit member. The same roles (in both the source and destination workspaces) can move and copy projects. See Projects for full details.

• Moving relocates the project with all its data: it disappears from the source workspace, appears in the destination, and destination members gain access.
• Copying duplicates the configuration — structure, questions, settings, media — but not conversation data, participants/responses, or analysis. The copy keeps the original's configuration; if the original was Live or Completed, the copy is created in Ready status so it can be reviewed before publishing.

Default Workspace

When you join an Organisation, a default workspace named "My workspace" is created automatically. Use it as-is, rename it, or delete it if you don't need it.

Permissions Matrix

• View workspace and projects — Owner: ✓; Can Edit: ✓; Can View: ✓
• Create projects — Owner: ✓; Can Edit: ✓; Can View: ✗
• Edit projects — Owner: ✓; Can Edit: ✓; Can View: ✗
• Delete projects — Owner: ✓; Can Edit: ✓; Can View: ✗
• Rename workspace — Owner: ✓; Can Edit: ✓; Can View: ✗
• Delete workspace — Owner: ✓; Can Edit: ✗; Can View: ✗
• Invite members — Owner: ✓; Can Edit: ✓; Can View: ✗
• Remove members (except the Owner) — Owner: ✓; Can Edit: ✓; Can View: ✗
• Change member roles — Owner: ✓; Can Edit: ✗; Can View: ✗
• Transfer ownership — Owner: ✓; Can Edit: ✗; Can View: ✗
• Move/copy projects — Owner: ✓; Can Edit: ✓; Can View: ✗
• Export reports — Owner: ✓; Can Edit: ✓; Can View: ✓

Combined Organisation and Workspace Permissions

Actual permissions depend on both your Organisation role and your Workspace role. Publishing, for example, requires a workspace role of Owner or Can Edit plus an Organisation role of Owner or Admin (to publish directly) or Editor (which requires approval). A few combinations:

• Organisation Owner + Workspace Can View = can view but not edit projects
• Organisation Editor + Workspace Owner = can edit projects but must request approval to publish
• Organisation Admin + Workspace Can Edit = can edit and publish projects directly

See Roles & Permissions for the full breakdown.