Workspaces: Organizing Your Data Environment

Step 1: View Your Workspaces

• Open the Workspace Switcher in the sidebar
• You will see all workspaces you have access to
• Your current workspace is highlighted

Step 2: Switch to a Different Workspace

• Click on any workspace name in the switcher
• The platform loads that workspace's datasets, dashboards, flows, and members

Step 3: Create a New Workspace (Organization Admin Only)

1. Open the Workspace Switcher
2. Click Create Workspace
3. Enter a name for the new workspace
4. The workspace is created and ready for use

Step 4: Rename a Workspace (Organization Admin Only)

1. Open the Workspace Switcher
2. Select the workspace to rename
3. Update the name and confirm

Understanding Workspace Isolation

• Users only see data in workspaces they are invited to
• Datasets can be shared across workspaces on a read-only basis (results only, not the underlying SQL)
• Each workspace has its own member list and role assignments
• Connections are organization-level and shared across all workspaces

When to Use Multiple Workspaces

• By department: Finance, Operations, Sales each get their own space
• By project: Separate environments for different initiatives
• By access level: Sensitive data in a restricted workspace, general metrics in a shared one