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How to Create and Manage a Workspace

A Workspace is a container used to organize all the components for a specific project or team. It helps you manage workflows, modules, actions, and forms in one place. Using Workspaces is an effective way to control access to your automations and keep your work organized.

This guide explains how to create a new Workspace, add members, and manage permissions.

Create a Workspace​

You can create a new Workspace directly from the Automation menu.

  1. From the main navigation, select Automation and then Workspaces.
  2. Click the + Create Workspace button to open the configuration menu.
The GlobalAI Workspaces page with the Create Workspace button highlighted.
  1. Enter a Name and a Description for your Workspace. This helps other users understand its purpose.
  2. You can also add Tags to the Workspace. These tags are used for display and organization purposes only.
  3. Click Create to save your new Workspace.
The Create Workspace window with fields for Name, Description, and Tags.

Manage Workspace permissions​

In the Permissions tab, you can control who can access a Workspace and what these users or roles can do.

By default, administrators can see all Workspaces in the platform, have full access to all Workspace features, and can manage permissions. Standard users can only see the Workspaces they have been invited to.

Add a member or role​

You can add members to a Workspace in two ways: by adding specific users or by adding a role. A role is a group of users that share the same set of permissions.

  1. Access a workspace and from the Permissions tab, select Add User or Add role.
The Workspace Permissions tab highlighting the Add User button as an example.
  1. Select the user or role from the dropdown menu and click Add. The new entry now appears in the permissions list, allowing you to set the correct permissions.
The dropdown menu for selecting a user or role to add to the Workspace.

Control component access​

After you add a user or role, you can set granular permissions for specific components within that Workspace. This allows you to define exactly what they can view, edit, or execute.

You can set permissions for the following components:

  • Cronjob (Scheduled runs)
  • Source (Automation rules)
  • Trigger (Trigger workflows)
  • Workflow (Workflows within the workspace)
  • Vault (The secure storage for secrets)
The granular permissions list for a user, showing the first components from the list.

For a fast way to grant full permissions, you can use the Admin Access toggle. This gives the selected user or role complete administrator access to all components within this specific Workspace.

The Admin Access toggle switch in the enabled position for a user or role in the Workspace.

Now that you have set up your Workspace, you are ready to start building automations.

Create your First Workflow

Follow a step-by-step tutorial to build and run a simple "Hello World" workflow.

Nodes Concept

Understand the concept of Nodes, which are the fundamental building blocks for creating automations.

Use Variables

Learn how to store, transform, and pass data between nodes in your workflow.