Create and manage spaces

Spaces organize workflows, components and data of a team. This guide covers the steps to create a space within a team, populate it with workflows and folders, and manage who on the team can access it.

Before you begin

• Get access to a team as a member or admin.
• Note that some operations are restricted to only team admins or team members with edit rights.

Create a space

Available for every team member.

1. Select the team you want to create a space in.
2. Navigate to the page listing all the spaces for the team.
3. Click Create space.
4. Enter a name and an optional description.
5. The new space appears in the team's space list.

Create workflows and folders in a space

Only available for team admins and team members with edit rights.

1. Open the space where you want to add items.
2. If you want to create an item inside an existing folder, navigate to it.
3. Click New workflow or New folder.
4. Provide a name for the item.

Manage access to a space

Only available for team admins.

1. Navigate to the space you want to manage.
2. Click Manage access to see the list of users who have access to the space.
3. Add or remove users to the list. The user must be part of the team that owns the space. See Manage Team Members to learn how to add users to a team.
4. Choose the access level for each user — Can View or Can Edit.
5. The users in the list can see the space in the team's space list.

Rename a space

Only available for team admins and team members with edit rights.

1. Select the space you want to rename.
2. Select Edit.
3. Change the space name and its description.
4. Click Save to apply the changes.

Publish a space to gallery

Only available for team admins.

1. Select the space you want to make available in the Private gallery.
2. Select Publish to private gallery.
3. Confirm in the popup menu.
4. Every item in the space is available to all users to copy.

Delete a space

Irreversible operation

Deleting a space deletes every workflow, folder and data contained in it. This cannot be undone.

Only available for team admins and team members with edit rights.

1. Select or open the space you want to delete.
2. Click Delete.
3. Enter the name of the space in the popup.
4. Confirm deletion by clicking Delete permanently.