# Add workspace to your organization

{% columns %}
{% column %}
{% hint style="success" icon="user-key" %}
Role requirement: Organization Owner&#x20;
{% endhint %}
{% endcolumn %}

{% column %}
{% hint style="info" icon="cart-circle-plus" %}
Plan requirement: Pro or Business plans
{% endhint %}
{% endcolumn %}
{% endcolumns %}

Workspaces let you organize data flows, connections, and users into separate environments within a single organization. This is useful for managing multiple clients, teams, or projects - each with its own isolated data - while keeping everything under one subscription.

### How to create a new workspace <a href="#how-to-create-a-new-workspace-9zzer" id="how-to-create-a-new-workspace-9zzer"></a>

{% @arcade/embed flowId="lsvRUHmg2yqUqczaTSDY" url="<https://app.arcade.software/share/lsvRUHmg2yqUqczaTSDY>" %}

{% stepper %}
{% step %}
Navigate to Settings menu&#x20;
{% endstep %}

{% step %}
Select Organization
{% endstep %}

{% step %}
Click the button "+ Add Workspace".
{% endstep %}

{% step %}
Enter a name for the new workspace.
{% endstep %}

{% step %}
Click "Add New".
{% endstep %}
{% endstepper %}

That's it! The new workspace is created, and you'll be automatically switched to it and redirected to its settings page.

***

### What happens when a new workspace is created <a href="#what-happens-when-a-new-workspace-is-created-f0fp" id="what-happens-when-a-new-workspace-is-created-f0fp"></a>

* The workspace starts **empty** - no data flows, connections, or users are copied from other workspaces.
* The workspace **inherits your organization's billing**. There is no separate subscription per workspace.
* You (the Organization Owner) become automatically the owner of the new workspace.
* Usage from the new workspace (accounts, users, rows, etc.) is **counted toward your organization's billing limits**.

***

### How to switch between workspaces <a href="#how-to-switch-between-workspaces-atcju" id="how-to-switch-between-workspaces-atcju"></a>

You can switch between workspaces using the **left sidebar menu**. All workspaces you have access to are listed there. Simply click on a workspace name to switch to it.

When you switch, the interface will only show data flows, connections, dashboards, and users that belong to that specific workspace.

***

### How to manage workspace users <a href="#how-to-manage-workspace-users-b-jg4" id="how-to-manage-workspace-users-b-jg4"></a>

{% hint style="success" icon="user-key" %}
Role requirement: Organization Owner and Workspace Admins
{% endhint %}

Once a workspace is created, you can invite users to it from the **Workspace Settings** page.

{% @arcade/embed flowId="DtVvH4lH8AupIs3D4cee" url="<https://app.arcade.software/share/DtVvH4lH8AupIs3D4cee>" %}

{% stepper %}
{% step %}
Open Workspace Settings.
{% endstep %}

{% step %}
Click "Invite new user".
{% endstep %}

{% step %}
Enter the user's email address and optionally their full name.
{% endstep %}

{% step %}
Select a role:

* *Admin* — can manage workspace users, data flows, and shared connections. Cannot manage billing or create/delete workspaces.
* *User* — can create and manage data flows and use shared connections. Cannot manage other users.
* *Guest* — can only access their own data flows and connections. Cannot see other users or shared resources.
  {% endstep %}

{% step %}
Click Invite.
{% endstep %}
{% endstepper %}

The invited user will receive an email notification and will be added to the workspace.

***

### How to delete a workspace <a href="#how-to-delete-a-workspace-klz2o" id="how-to-delete-a-workspace-klz2o"></a>

{% @arcade/embed flowId="LVCrUhnKbcuKm7qg4QYA" url="<https://app.arcade.software/share/LVCrUhnKbcuKm7qg4QYA>" %}

{% stepper %}
{% step %}
Navigate to the workspace you want to delete.
{% endstep %}

{% step %}
Open Workspace Settings.
{% endstep %}

{% step %}
Click the three-dot menu (⋯) and select "Delete".
{% endstep %}

{% step %}
Confirm the deletion in the pop-up.
{% endstep %}
{% endstepper %}

After confirmation, the workspace is **scheduled for deletion in 7 days**. During this period, you can cancel the deletion by contacting our support team.

**Important:**

* Only the **Organization Owner** can delete workspaces.
* The **primary (Default) workspace** cannot be deleted.
* When a workspace is deleted, all its data flows, connections, and user memberships are permanently removed.
* Users who only had access to the deleted workspace will lose access to the organization entirely.

***

### Billing and usage <a href="#billing-and-usage-qy952" id="billing-and-usage-qy952"></a>

Workspaces share your organization's subscription. Here's how usage is calculated across workspaces:

<table><thead><tr><th width="308.66796875">Metric</th><th>How it's calculated</th></tr></thead><tbody><tr><td><strong>Users</strong></td><td>Unique users (by email) across all workspaces and the organization</td></tr><tr><td><strong>Accounts</strong></td><td>Sum of accounts used across all workspaces. The same account connected in 2 workspaces counts as 2.</td></tr><tr><td><strong>Dashboard Insight Generations</strong></td><td>Sum of all generations used across all workspaces</td></tr></tbody></table>

You can see per-workspace usage on the **Organization Settings → Workspaces** tab, and organization-level totals on the **Billing** page.

***

### What happens when you downgrade your plan <a href="#what-happens-when-you-downgrade-your-plan-ehq1j" id="what-happens-when-you-downgrade-your-plan-ehq1j"></a>

If you downgrade from a plan that supports workspaces (Pro or Business) to one that doesn't (Starter, Active, or Free):

* You **cannot create new workspaces**.
* You **can still switch to and use** existing workspaces.
* You **can delete workspaces** (except the primary one) to reduce your usage.
* If your usage exceeds the new plan's limits, standard limit-reached rules apply - you'll need to remove extra users, or connections to stay within your new limits.

### FAQ <a href="#faq-onxtu" id="faq-onxtu"></a>

<details>

<summary>Can a user belong to multiple workspaces?</summary>

Yes. A user can be a member of multiple workspaces with different roles in each.

</details>

<details>

<summary>Does the Organization Owner need to be invited to each workspace?</summary>

No. The Organization Owner automatically has full access to every workspace in the organization.

</details>

<details>

<summary>Can I merge two workspaces?</summary>

Workspace merging is handled by our support team. Please contact support if you need to merge workspaces.

</details>

<details>

<summary>Is data shared between workspaces?</summary>

No. Each workspace has fully isolated data flows, connections, dashboards, and user access.

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.coupler.io/account-management/workspaces-and-organization/how-to-add-workspace-to-your-organization.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
