Workspaces: Organizing Your Data Environment

Workspaces let you separate data environments within your organization. Each workspace has its own datasets, dashboards, flows, and members.

Step 1: View Your Workspaces

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

Step 2: Switch to a Different Workspace

1. Click on any workspace name in the switcher
   2. 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