# 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>
