Create and configure a sub-workspace

An enterprise account has a master workspace. You use it to administer the account: create and manage sub-workspaces, manage users, and see the account's usage. Your teams build and run their processes in the sub-workspaces.

Create a sub-workspace

1. Switch to the master workspace.
2. Click Create workspace on its Dashboard, or open Workspaces in the left menu and click Create workspace on the Workspace Management page.
3. In the Create Workspace panel, fill in the General tab (see below). You can also set the Permissions and Data Retention tabs now, or later.
4. Click Create.

The new sub-workspace is added to the list. Click the Go to workspace icon on its row to open it in a new tab.

The sub-workspace limit

A master workspace can hold a limited number of sub-workspaces. Next to the Workspace Management title you see how many you have and the limit, for example "12 of 22 sub-workspaces". The counter changes colour as you get close to the limit. When you reach it, the counter reads, for example, "22 of 22 - limit reached", and Create workspace is turned off, with a tooltip that says the master workspace has reached its limit. To create a new one, delete a sub-workspace you no longer need.

Edit a sub-workspace

On the Workspace Management page, click a sub-workspace's name or its Edit button. The Update Workspace panel has the same tabs as when you create one. Click Save to keep your changes.

General

• Workspace name: required. The name follows the same rules as when you rename a workspace: at most 100 characters, no /, and unique among the sub-workspaces of the master workspace (letter case is ignored). See Name rules.

• Process execution settings: decides what happens when the account runs out of processing time.

  • Suspend process execution on workspace when Company workspace resources reach soft limit to avoid extra cost generated.
  • Do not suspend process execution on workspace when Company workspace resources reach soft limit. Processes keep running until the account's hard limit is reached, and the extra processing time is charged according to your plan.

  The soft limit is the processing time of your current plan. The hard limit is 30% more processing time on top of it. See Processing time and usage.

  If your account is licensed by threads instead, this setting is Max threads: the number of threads the sub-workspace may use.

Permissions

Here you edit the sub-workspace's Default Permissions: the user type and permissions that new members get when they are invited to it. See Users and User Permissions and Roles Management.

Data Retention

Here you set the sub-workspace's Process data retention: whether the data of finished runs is deleted, and when. A process uses this setting when it has no data retention setting of its own. See Data retention.

Resource Tracking

The Record time analytics switch decides whether time analytics are recorded for the sub-workspace. The change applies as soon as you switch it. The tab also shows the Time analytics end date and the Time analytics storage limit, or Not set.

The Resource Tracking tab is shown when you edit an existing sub-workspace, to Owners, Co-Owners and Admins.

Other actions on the Workspace Management page

• Copy the ID of a sub-workspace with the copy icon next to its name.
• Click the number in the USERS column to see and invite the sub-workspace's users. See Users.
• Delete a sub-workspace with the delete icon. To confirm, type the workspace name exactly (the field is case-sensitive).

• Enable 2FA Enforcement makes two-factor authentication required in the account's workspaces. See Two-factor authentication.
• Rename the master workspace with the pencil next to its name. See Rename a workspace.