Workspaces and access

A workspace holds your agents, connections, files and members; an organization can group workspaces and share roles across them.

• Organizations and workspaces: the hierarchy and what lives where.
• Roles and permissions: built-in and custom roles, inheritance, and the permission matrix.
• Manage workspaces: create, configure and delete workspaces.
• Members and invites: add people and change their roles.
• Set up a client: create an organization, a workspace, a role and members with one platform key.