Adding Workspaces to an Organization

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Prerequisites

• You must have Admin permission in the organization.
• You must be an Owner of the workspace to transfer it to the organization.

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Transferring Existing Workspaces to the Organization

If you have existing workspaces that you would like to include in your organization, follow these steps:

1. Navigate to the workspace that you want to transfer and go to “Workspace Settings”.
2. Go to General Settings
3. Click on “Transfer Ownership to Organization”.

• The button will only be visible if you are an owner of the workspace and are an admin in an organization.

4. From the dropdown select the organization you want to transfer the workspace to.
5. Click “Transfer Ownership”.

The workspace will now be managed under the selected organization.

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Adding New Workspaces to the Organization

To add new workspaces directly under an organization:

1. Click on your user Avatar in the top left corner of the screen
2. Then click on the Square Plus icon in the top right of the Workspace Selector Dropdown.
3. This will open the Create New Workspace modal

4. Fill out the workspace name.
5. If you are an admin in an organization, you will see an “Organization” dropdown.
6. Select an organization from the dropdown
7. Click “Create Team”

The new workspace will now be part of the selected organization and can be managed from the organization’s dashboard.