Creating a Workspace
You are automatically assigned the Owner role for any workspace you create.
Switching Between Workspaces
Click on the workspace name in the top-left corner of the sidebar to see all workspaces you belong to. Select a workspace to switch to it. Each workspace maintains its own:- Chat history and conversations
- Custom assistants
- Projects and documents
- Contacts
- Member list and roles
- Settings and configuration
Workspace Settings
Owners and admins can manage workspace settings by navigating to Settings in the sidebar.- Rename the workspace
- Update the description to help members understand its purpose
- Delete the workspace (owner only) — this permanently removes all data
Role-Based Access Control
Every workspace member is assigned a role that determines what they can do.| Role | Description | Key Permissions |
|---|---|---|
| Owner | Full control over the workspace | Billing, delete workspace, manage all settings, manage members |
| Admin | Day-to-day management | Manage members, assistants, projects, and settings |
| Member | Standard usage | Use assistants, create chats, view shared content |
| Guest | Limited access | Read-only access to select resources |
Every workspace must have at least one owner. If you need to step down, transfer ownership first.
Managing Members
Inviting Members
Changing a Member’s Role
Owners and admins can change a member’s role from the Members tab in Settings. Click on a member’s current role to select a new one.Removing Members
To remove a member, go to the Members tab in Settings and click the remove option next to the member’s name. Removed members immediately lose access to the workspace.Workspace Model Configuration
Workspace owners and admins can configure which AI models are available to members:- Set a default model that new assistants and chats will use
- Allow or restrict specific models to control costs and ensure consistency