Guide / Teams

Teams and workspaces

Work together in an organization workspace, with roles, invitations and private clones.

Create an organization workspace

  1. On the Projects page, open the workspace menu at the top left and choose New workspace….
  2. Name it (e.g. your team or company). You're its owner.
  3. Switch between workspaces from the same menu; your Personal workspace is always there.

Invite your team

  1. Open the workspace menu and choose Workspace settings….
  2. Under Invite by email, enter their address and choose a role, then send the invitation.
  3. They get an email with a link (valid for 7 days). You can also copy the invitation link and send it yourself.
  4. They sign in with that email address, accept, and the workspace appears in their menu.

Roles

  1. Viewer: sees everything and can use AI chat and the calculator, but changes nothing.
  2. Editor: also adds and changes projects, schematics, annotations, equations, traces and proposals.
  3. Admin: also deletes projects, renames the workspace, manages members and makes share links.
  4. Owner: everything; one per workspace. Use Transfer ownership in Workspace settings to hand it over.

Clone a workspace and sync new files

  1. Open the workspace menu and choose Clone …: you get a private copy of every project, schematic and annotation.
  2. Work freely in your clone; nobody else sees it.
  3. When the original gets new projects or schematics, click ⟳ Sync from … to bring them in. Your own changes stay.
Tip
  • A clone is deleted if you leave the original workspace, or if the original is deleted.

Something unclear or missing? Tell us.