> For the complete documentation index, see [llms.txt](https://docs.supria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supria.com/home/get-started/workspaces-in-everyday-life/what-is-an-workspace.md). # What is an workspace? A workspace is the environment where your company organizes projects, teams, permissions, and settings in Supria Workspaces. Each workspace maintains its own data and settings, separate from the others. However, people use a single account to access every workspace they have permission to use. {% hint style="success" icon="lightbulb" %} **Behind the scenes** Workspaces help you organize portfolios and megaprojects into separate environments, based on the needs of each part of your business. {% endhint %} *** ### How workspaces are organized Your Supria Workspaces account can have one or more workspaces. Each one maintains its own data and settings. ```mermaid flowchart TD Conta(["Your account at Supria Workspaces"]) Matriz("Headquarters workspace") Matriz2("Projects Groups Templates Workflows Preferences") FilialSP("SP Branch workspace") FilialSP2("Own data") RHFin("HR & Finance workspace") RHFin2("Own data") Conta --> Matriz --- Matriz2 Conta --> FilialSP --- FilialSP2 Conta --> RHFin --- RHFin2 style Conta fill:#ECE6FF,stroke:#8B69FD,stroke-width:2px style Matriz fill:#E9FCF6,stroke:#1DD19B,stroke-width:2px style Matriz2 fill:#E9FCF6,stroke:#1DD19B,stroke-width:2px style FilialSP fill:#FFF9E6,stroke:#FFCA18,stroke-width:2px style FilialSP2 fill:#FFF9E6,stroke:#FFCA18,stroke-width:2px style RHFin fill:#FFE9E6,stroke:#FF5840,stroke-width:2px style RHFin2 fill:#FFE9E6,stroke:#FF5840,stroke-width:2px ``` People (users) are the same across the whole account; what changes from one workspace to another is the data they can access and the permissions they have. *** ### When to use more than one workspace Most accounts start with a single workspace, called Default. Creating additional workspaces can make sense when different parts of your company need to maintain their own data, teams, or settings. #### Departments Use separate workspaces for areas like HR, Finance, and Operations, when each area needs to maintain its own projects, groups, and rules. #### Branches and business units Separate data between units, contracts, or clients that need to stay isolated within the same Supria account. #### Strategic initiatives Use a separate workspace for a large program or project that needs its own settings, without mixing its data with day-to-day operations. *** ### What stays separate in each workspace Everything created and maintained in a workspace stays separate from the others. Changes made in one workspace don't affect the others. #### Projects and megaprojects Schedules, tasks, and portfolios are managed within that workspace. #### Groups and permissions Define who can access and change information in the workspace. Permissions are assigned by group. #### Templates Custom fields and forms for collecting the information each environment needs. #### Workflows Approvals and workflows configured specifically for the workspace. #### Workspace preferences The environment's visual theme, language, and default currency. Each workspace can have its own preferences. *** ### Who does what #### Default workspace groups Every new workspace is created with six default groups. The same person can belong to different groups in each workspace. The account stays the same, but permissions can vary by environment.
GroupFunction
AdministratorsFull access to create, edit, and configure resources in the workspace.
MembersParticipate in the workspace and access the resources made available to them.
PMOMonitors and standardizes portfolio governance.
Portfolio managersManage workspace projects and their priorities.
Project managersManage specific projects on a day-to-day basis.
Portfolio viewersMonitor project progress without altering data.
*** ### How to use workspaces #### Switch between workspaces If you have access to more than one workspace, use the workspace selector at the top of the system to switch between them. After you select a workspace, the available data and actions reflect that environment. #### Request a new workspace Currently, the Supria team creates workspaces at the account administrator's request. Provide the name you want. Default groups and initial settings are prepared automatically. {% hint style="warning" %} **Choose the name carefully.** The name generates an internal address (slug) that you can't change later. {% endhint %} #### Duplicate an existing workspace You can duplicate an already configured workspace instead of building the whole structure from scratch. The copy includes: * Groups * Templates * Workflows You can optionally include projects, megaprojects, and areas. {% hint style="warning" %} **People, schedules, files, and integrations are never copied.** The new workspace starts without that history. {% endhint %} #### Invite people A workspace administrator can invite new users using their corporate email and set their initial role. The person receives an invitation, activates their account on first access, and joins the workspace with the permissions defined for them. #### Adjust permissions Add each person to the appropriate group within the workspace. The group determines what they can view and change in that environment. *** ### **Best practices** * Choose the workspace name carefully. The internal address generated from the name can't be changed. * Use workspaces to separate contexts that genuinely need to stay isolated. Don't use workspaces just for minor variations within the same team. * When duplicating a workspace, decide what needs to be included. Projects and areas can be copied depending on the option you select, but schedules and files never come with the copy. * Keep the "Default" workspace. It can't be renamed or deleted, and it serves as the foundation for the account. *** ### **Frequently asked questions**
Do my workspace data appear in another one? No. The data for each workspace is kept separately.
Do I need a different login for each workspace? No. You use a single account to access the workspaces you have permission to access.
Who can create or remove workspaces? Creation is handled by the Supria team at the request of the account administrator. Information regarding removal is not specified in the available content.
What happens to schedules when duplicating a workspace? Schedules are not copied. The new workspace starts without the schedules from the original workspace.