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Company and workspaces

25 articles
  1. Company and workspaces · 5 min read

    Accept an invitation

    Join a workspace from the invitation email, from the screen after you sign in, or from your notifications — with or without a Bizomate account.

  2. Company and workspaces · 3 min read

    Archive a workspace

    Put away a workspace you no longer use. Nobody can open it, nothing is deleted, and an owner or company admin can restore it.

  3. Company and workspaces · 3 min read

    Change a workspace's name and description

    Rename a workspace or change its description in Workspace settings, and find its data region and workspace ID.

  4. Company and workspaces · 3 min read

    Change or delete a workspace variable

    Edit a global variable's values, description or type, or delete it — and see which workflows read it first.

  5. Company and workspaces · 2 min read

    Change someone's workspace role

    Make a member an Admin, Editor or Viewer of a workspace, and why the last admin cannot be changed.

  6. Company and workspaces · 3 min read

    Change your company's details

    The owner changes the company's legal name, billing address and GSTIN or tax ID, which appear on every invoice.

  7. Company and workspaces · 3 min read

    Check your company's usage

    See how many runs the company has used this month, when the allowance resets, where the month is heading, and which workflows use the most.

  8. Company and workspaces · 3 min read

    Create a workspace

    Add another workspace to your company — its own workflows, connections and members — and how many your plan allows.

  9. Company and workspaces · 2 min read

    Decline an invitation

    Turn down an invitation to a workspace. The person who invited you sees that you declined, and nothing else changes.

  10. Company and workspaces · 2 min read

    Delete a project

    Remove a project and choose whether its workflows become ungrouped or are deleted with it.

  11. Company and workspaces · 3 min read

    Group workflows into projects

    Create a project — a named, coloured group for workflows in a workspace — and filter the Workflows list by it.

  12. Company and workspaces · 4 min read

    Invite someone to a workspace

    Send an invitation by email, choose their role, and what they see when they accept. Seats, limits and the seven-day link.

  13. Company and workspaces · 3 min read

    Leave a workspace

    Remove yourself from a workspace. What you lose, what stays for everyone else, and the two cases where you must hand over first.

  14. Company and workspaces · 2 min read

    Move a workflow to another project

    Put a workflow into a project, move it between projects, or make it ungrouped. Nothing about how it runs changes.

  15. Company and workspaces · 3 min read

    Remove someone from a workspace

    Take away someone's access to a workspace. Their work stays, and if it was their last workspace in the company they leave the company too.

  16. Company and workspaces · 2 min read

    Rename or recolour a project

    Change a project's name, description or colour. Its workflows stay in it.

  17. Company and workspaces · 3 min read

    Resend, cancel or clear an invitation

    Send a fresh link, withdraw an invitation, invite again after a decline, and tidy the Pending invitations list.

  18. Company and workspaces · 3 min read

    Reset a colleague's two-factor

    When someone in your company has lost their phone or passkeys, an owner or company admin can clear their two-factor so they set it up again.

  19. Company and workspaces · 3 min read

    Restore an archived workspace

    Owners and company admins bring an archived workspace back, as it was, with its workflows switched off.

  20. Company and workspaces · 3 min read

    Start your own company

    Create a company of your own, with its own plan and billing, while staying in the companies you already belong to.

  21. Company and workspaces · 3 min read

    Switch workspace

    Move between the workspaces you belong to from the workspace chip or the All workspaces page.

  22. Company and workspaces · 4 min read

    Transfer company ownership

    Offer the company to someone else by email. Nothing changes until they accept; then they own the plan and the card, and you become an admin.

  23. Company and workspaces · 6 min read

    Variables and environments

    Add a workspace variable with one value for Development and one for Production, and read it in any workflow with {{ $vars.name }}.

  24. Company and workspaces · 4 min read

    What each role can do

    You have one role in the company and one in each workspace. What Owner, Admin, Member, Editor and Viewer can and cannot do.

  25. Company and workspaces · 3 min read

    When there is no workspace to open

    What the No workspace yet and No active workspace here screens mean, and what you can do from each.

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