Creating & Managing Workspaces

What is a Workspace?

A workspace in xnode is a dedicated digital environment where teams can collaborate, store documents, and manage workflows efficiently. Workspaces allow users to organize projects, assign tasks, and share resources in a structured way.

πŸ”Ή Each workspace can be customized based on the team’s needs.
πŸ”Ή You can create multiple workspaces for different projects or teams.


Creating a New Workspace

1. Go to Manage Workspace – Click your avatar (top right corner) and select Manage Workspace from the dropdown.

2.Open the Actions Menu – On the workspace dashboard, click the Actions button and select Create Workspace.

3. Fill in Workspace Details – Enter a name, description, and choose a permission level:

  • Private – Only the owner has access.
  • Public – Anyone in the entity can see and join.
  • Shared – Only invited members can access.

4. Create the Workspace – Click Create Workspace, and it will be instantly set up.

βœ… Your workspace is now ready! Start adding members, managing projects, and assigning AI Agents.


Managing Workspaces

1. Go to Manage Workspace – Click your avatar (top right corner) and select Manage Workspace from the dropdown.

2. Select a Workspace – In the workspace dashboard, view All, Active and Inactive workspaces and click on the one you want to manage.

3. Navigate Through the Management Tabs

  • Overview – Update workspace name, description, entity name, and permissions.
  • Members – View all active users, remove members, or invite new ones.
  • Settings – Assign AI Agents, configure integrations, or delete the workspace (admin-only).

4. Make Necessary Updates – Modify workspace details, adjust user roles, or enable AI-powered automation.

βœ… Your workspace is now fully managed!

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