Customer Workspaces

Organize and manage work in separate, isolated environments

Customer workspaces is an Enterprise edition feature. See pricing for details.

Customer workspaces allow you to organize work in separate, isolated environments. Each workspace contains its own workflows, connections, and tables. This enables organizations to separate different projects, clients, or departments while maintaining clear boundaries between them.

In larger organizations, workspaces help teams organize their work by business unit, environment (dev/staging/production), or client. Central teams can create workspaces for different departments, each with its own workflows and data.

For managed service providers (MSPs), customer workspaces are essential for maintaining strict separation between client data and workflows, ensuring each client’s work remains isolated and secure.

Accessing Workspaces

Every user automatically gets a default workspace. You can access workspaces through the workspace switcher in the top navigation bar.

You can also navigate to the Workspaces Management page to view all workspaces in a table, create new ones, and manage existing workspaces.

Creating a New Workspace

To create a new workspace:

1. Navigate to the Workspaces Management page
2. Click the “Add new” button
3. Enter a unique workspace name (at least 1 character)
4. Click “Confirm”

You will automatically become the owner and be switched to the new workspace. The system creates a dedicated database and authentication tokens for the workspace.

Switching Between Workspaces

You can switch workspaces by:

• Clicking the workspace name in the top navigation bar and selecting a workspace from the dropdown
• Clicking the “Switch” button next to a workspace in the Workspaces Management page

The current workspace is marked with a checkmark (✓). The application reloads when switching workspaces to ensure all data and resources are properly loaded for the selected workspace.

Managing Workspaces

Workspace Information

The Workspaces Management page displays for each workspace:

• Workspace name
• Number of active workflows
• Ownership status (only owners see the action menu)

Renaming a Workspace

Only workspace owners can rename workspaces:

1. In the Workspaces Management page, click the three-dot menu (⋯) on the workspace row
2. Select “Rename”
3. Enter a new unique name
4. Click “Update”

Default Workspace

Every user has a default workspace (initially named “[Your Name]‘s Workspace”) that is automatically created. Default workspaces appear first in lists and are marked with a users icon in the workspace switcher.

Workspace Ownership and Members

Ownership

The user who creates a workspace becomes its owner. Owners can rename the workspace and manage members.

Member Management

Workspace members can switch to and work within any workspace they have access to. You can manage members and switch workspaces programmatically using the REST API.

Adding/removing users to a workspace via API

Step 1: Authenticate as the workspace owner

POST /api/v1/authentication/sign-in

Sample request:

{
  "email": "[e-mail]",
  "password": "********"
}

Step 2: Get the list of workspaces and identify personal workspace

GET /api/v1/projects/overview

The response includes the workspace ID needed for the next step. Identify your personal workspace in the response — the workspace matching "defaultProject": true

{
  "data": [
    {
      "id": "workspace_1",
      "created": "2026-01-16T08:05:28.092Z",
      "updated": "2026-01-16T08:05:28.092Z",
      "ownerId": "user_1",
      "displayName": "John's Workspace",
      "organizationId": "org_1",
      "tablesDatabaseId": 300,
      "tablesWorkspaceId": 300,
      "defaultProject": true,
      "enabledWorkflows": 0,
      "deleted": null
    },
    {
      "id": "workspace_2",
      "created": "2023-10-25T22:16:51.633Z",
      "updated": "2025-02-26T20:29:16.502Z",
      "ownerId": "user_2",
      "displayName": "OpenOps Master Project",
      "organizationId": "org_1",
      "tablesDatabaseId": 1,
      "tablesWorkspaceId": 1,
      "defaultProject": false,
      "enabledWorkflows": 53,
      "deleted": null
    }
  ],
  "next": null,
  "previous": null
}

Step 3: Switch to the target workspace

Use the workspace id from the previous step:

POST /api/v1/authentication/switch-project

Sample request:

{
  "projectId": "workspace_1"
}

Step 4: Workspace owner adds user to the workspace

POST /api/v1/project/users

Sample request:

{
  "userEmail": "[e-mail]"
}

Sample response:

{
  "id": "workspace_id",
  "created": "2026-01-16T14:49:14.755Z",
  "updated": "2026-01-16T14:49:14.755Z",
  "projectId": "gvCq1SrtHEHhx69yLERoH",
  "userId": "id of user that was added to the workspace",
  "defaultProject": false
}

Step 5: Workspace owner removes user to the workspace

Use the userId from the add user response:

DELETE /api/v1/project/users/:userId

Roles

Workspaces support the following roles: ADMIN, EDITOR, OPERATOR, and VIEWER. Role-based permission enforcement is currently being implemented; the primary authorization check is ownership-based.

Master Project Workspace

Each organization has one designated Master Project workspace that provides access to special organization-wide features. You must switch to the master project workspace to access these features.

New users are not assigned to the master project by default. They must be granted access and switch to it manually.

Analytics Access

OpenOps Analytics is only accessible when switched to the master project workspace. All users who have access to the master project can view analytics, regardless of their role.

Private Template Catalog Management

Only organization admins in the master project workspace can create, edit, or delete private templates (requires private template editor feature to be enabled).

Searching Workspaces

Use the search bar in the workspace switcher or the Workspaces Management page to filter workspaces by name. Search is case-insensitive and matches partial names.