Sharing a workspace with your team
Workspaces are organization-scoped — every member of the organization sees the same workspaces automatically. To restrict who sees what, scope individual workers to assigned cases only, then control file-category visibility per case.
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Workspaces are organization-scoped — every member of the organization sees the same workspaces automatically. To restrict who sees what, scope individual workers to assigned cases only, then control file-category visibility per case.
What you need
- An organization with at least one teammate
- Owner role to invite people
How workspace visibility works
There's no per-workspace membership. Workspace visibility follows organization membership: add someone to the organization and they see every workspace. Remove them and they see none.
Restriction happens at the case level, not the workspace level. By default, a worker sees every case in every workspace. Turn on Assigned cases only on a worker's profile and they only see cases where they appear on the case's Team panel. Within each assigned case, their visible-categories list further narrows what files and activity they can see — restriction composes across the two layers.
For deeper coverage of what each role can do and how restriction works in detail, see Workspace roles and Restricting worker access.
Step by step
- Open Settings → Account → Team.
- Click the invite control and enter the teammate's email.
- Pick a role (Owner, Member, or Worker).
- Send the invite. They receive an email and join the organization on first sign-in.
- To restrict a worker, open their profile and toggle Assigned cases only. Then on each case where they should appear, add them to the Team panel and pick which file categories they can see.