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Workspaces: Organizing Your Data Environment

Learn how to create, switch between, and manage workspaces to organize your data environments by department, project, or access level.

Workspaces let you separate data environments within your organization. Each workspace has its own datasets, dashboards, flows, and members.

View Your Workspaces

  1. Open the Workspace Switcher in the sidebar
  2. You will see all workspaces you have access to
  3. Your current workspace is highlighted

Switch to a Different Workspace

  1. Click on any workspace name in the switcher
  2. The platform loads that workspace's datasets, dashboards, flows, and members

Create a New Workspace (Organization Admin Only)

  1. Open the Workspace Switcher
  2. Click Create Workspace
  3. Enter a name for the new workspace
  4. The workspace is created and ready for use

Rename a Workspace (Organization Admin Only)

  1. Open the Workspace Switcher
  2. Select the workspace to rename
  3. Update the name and confirm

Understanding Workspace Isolation

  • Users only see data in workspaces they are invited to
  • Datasets can be shared across workspaces on a read-only basis (results only, not the underlying SQL)
  • Each workspace has its own member list and role assignments
  • Connections are organization-level and shared across all workspaces

When to Use Multiple Workspaces

  • By department: Finance, Operations, Sales each get their own space
  • By project: Separate environments for different initiatives
  • By access level: Sensitive data in a restricted workspace, general metrics in a shared one

Updated 4 days ago