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
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Go to the Workspace Section
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Navigate to the Workspaces tab in your dashboard.
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Click Create Workspace
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Enter a name for your workspace.
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Optionally, add a description to explain its purpose.
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Invite Team Members
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Add team members and assign roles (View Only, Edit, Admin) to control access.
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Save Workspace
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Click Create to finalize. Your workspace will appear in the dashboard.
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Manage Workspace
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You can add or remove members, edit workspace details, or delete the workspace as needed.
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