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Create a Workspace

Sets up a shared team space to organize templates, links, and results.

A Workspace in Upvio is a shared team environment where you can organize templates, links, and results. Creating a workspace helps your team collaborate efficiently and keep all project data in one place.

Steps to Create a Workspace

  1. Go to the Workspace Section

    • Navigate to the Workspaces tab in your dashboard.

  2. Click Create Workspace

    • Enter a name for your workspace.

    • Optionally, add a description to explain its purpose.

  3. Invite Team Members

    • Add team members and assign roles (View Only, Edit, Admin) to control access.

  4. Save Workspace

    • Click Create to finalize. Your workspace will appear in the dashboard.

  5. Manage Workspace

    • You can add or remove members, edit workspace details, or delete the workspace as needed.