Edit Update Workspace

If your plan allows, you can create, update workspaces or sub-accounts.

Edit Workspaces in your Fresh Proposals account

If you are account root/main admin there multiple aspects of workspaces that you can change, manage

[A] Name Information

The name you specify for a given workspace is, in a way represents sub-organization or business unit. You can change the name of the workspace.

[B] Allocation / Maximum Limit of Proposals and Users in a Workspace

When a workspace is created, you will need to set user and proposal limit by overriding the default allocation (zero allocation).

As the root-account administrator, you can allocate quota or maximum limit for number of users and proposals a given workspace can have. 

When you set/add proposals or users quota for workspaces, respective quota is reduced from the main/ root account. and allocated to a given workspace. 

Initially, root account has all the default quota of users and proposals as per your plan. As you create workspace and start allocating such quota for workspaces, the available numbers for root-accounts go down. 

Note: The max limit you can set is decided based on the available quota in the main account and active proposals/ users in the root account as well as a given workspace.

[C] User-Workspace Access

You can invite users to workspaces or provide access to existing users from the root account. Kindly check this guide for more details.

[D] Displaying/listing users of root account in the workspaces

By default, there is no user is present exclusively to any newly created workspace. You will need to invite users as explained above.

However if you would like users of the root account to be listed as team members in the workspace, you can set the option as shown below.