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Organizing with Workspaces

Learn how to use workspaces to organize surveys and collaborate within your organization.

Workspaces help you organize surveys and team collaboration within your organization. Each workspace acts as a separate project area with its own surveys and member access.

What Are Workspaces?

  • Project Containers: Group related surveys together
  • Access Control: Assign members to specific workspaces
  • Organization: Keep different teams or projects separate
  • Color-Coded: Visually distinguish workspaces with custom colors

Creating a Workspace

  1. Go to Organization Settings
  2. Navigate to Workspaces
  3. Click Create Workspace
  4. Enter a name and optional description
  5. Choose a color for visual identification
  6. Add members

Workspace Roles

Members can have different roles within each workspace:

  • Admin: Full workspace management, create/edit surveys
  • Member: Create and manage their own surveys
  • Viewer: View surveys and analytics (read-only)

These roles are independent of your organization-level role.

Assigning Surveys to Workspaces

When creating or editing a survey, you can assign it to a workspace. This helps keep related surveys grouped together and controls who can access them.

Default Workspace

Every organization has a default workspace. Surveys created without specifying a workspace are placed here. You can change the default workspace in settings.

Best Practices

  • One workspace per project or team: Keep things organized
  • Use descriptive names: Make it clear what each workspace is for
  • Review membership regularly: Remove members who no longer need access
  • Leverage workspace colors: Use consistent colors for quick visual identification

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