Manage workspaces

A workspace is the boundary that keeps resources, members, and access decisions together. Select the correct workspace before acting so an operation is not applied to the wrong resource.

Prerequisites

• An invitation to a workspace or a role that can manage workspaces.
• The same identity used for the invitation and for the portal sign-in.

Create a workspace

If the create option is available for your account, open the new-workspace flow, enter its visible name, and save it. The new workspace then appears in the selector; add members and resources in that scope.

Switch workspace

1. Open the workspace selector in the portal.
2. Select the workspace where you will work.
3. Confirm that the resource and member lists changed to that scope.

Accept or decline an invitation

1. Open the pending invitation and verify the workspace name.
2. Accept or decline the invitation.
3. If accepted, check the assigned role; it determines which actions and resources are available.

Result

Changing workspace scope changes the resource, session, and audit views with it. Scope does not grant extra authority; authority comes from the member role.

Troubleshooting

If an invitation is missing, verify the signed-in identity. If the workspace is missing, ask an administrator to confirm your membership.