Add, Edit, and Remove Workspaces from Your Organization

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Organizations are made up of workspaces. In your organization, you can create new workspaces, update existing ones, and delete those you no longer require. See Overview of Organizations, Workspaces, and Members for more information on workspaces.

Before You Begin

• If you are a member of multiple organizations, select the organization to act on.
• You need to be an organization owner or organization admin to create a workspace.
• Workspace admins can remove workspaces of which they are an admin.
• A member must belong to the organization before they can be added to its workspace.

Access Organization Settings

The organization settings includes the General, Members, Billing, and Webhooks tabs in the left sidebar. You can access your active organization’s settings in any of the following ways:

• From your account icon:
  1. Click your account icon at the upper-right corner of your screen.
  2. In the dropdown, click the Manage Organization button to access the organization settings and open the General tab.
     Note: You can also switch to a different organization by clicking Switch Organization in the dropdown.
• In Settings:
  1. Click the Settings button (gear icon) at the lower-left corner of your screen to access the organization settings and open the General tab.
• On the dashboard:
  1. In the Organization card, click the Manage Organization button to access the organization settings and open the General tab.

Add/Create a Workspace

1. Log in to Docubee.
2. From your dashboard, navigate to the organization settings section. See Access organization settings above.
3. In the Settings sidebar on the left, under Workspace Management, click the + Create Workspace button.
4. In the Create Workspace modal, enter your workspace name in the Workspace Name field.
   Notes: By default, you will be automatically added to the workspace. You can opt out of that by unchecking the Add me to this workspace checkbox.
   We recommend keeping the box checked so that you can make edits and add members.
5. Click the Create Workspace button.

Your newly created workspace is added to your organization and you will be navigated to the workspace section where you can manage its settings, members, branding, access tokens, etc.

Update/Edit a Workspace

Updating a workspace involves changing the workspace name and/or support email.

1. Log in to Docubee.
2. From your dashboard, navigate to the organization settings section. See Access organization settings above.
3. In the Settings sidebar on the left, under Workspace Management, select the workspace to update from the list of workspaces in the organization.
4. Click the General tab to open it.
5. You can modify the following:
   • Workspace Name
   • Support Email – The email that a participant’s message is sent to if they need help during a workflow or if there is a workflow error. Support email is a great safeguard to have in place!
     Note: By default (if this is not filled), support emails will be sent to the organization owner.
6. Click Save.

You can view the newly modified workspace name in the left sidebar list of workspace(s) in the organization.

Remove/Delete a Workspace

Deleting a workspace will permanently remove the workspace from your organization including all completed workflows in it. It will also end any workflows currently in progress.

1. Log in to Docubee.
2. From your dashboard, navigate to the organization settings section. See Access organization settings above.
3. In the Settings sidebar on the left, under Workspace Management, select the workspace to delete from the list of workspaces in the organization.
4. Click the Advanced Actions tab.
5. Click Delete Workspace.
6. You are prompted with a confirmation message that informs you the action can not be undone.
7. If you are sure about your decision to delete that workspace, click Confirm.

Your workspace is removed from your organization.

Known Limitations

The number of workspaces you can have in an organization is limited by your Docubee plan.

Related Information

Add, Update, and Remove Workspace Members
Overview of Organizations, Workspaces, and Members
Generate a Token for API Access
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.