Overview
A workspace is the home for all your knowledge bases in InstantDocs. We recommend keeping your entire organization in a single workspace, as this is the model InstantDocs is designed around.
When you create a workspace, InstantDocs automatically generates a default Knowledge Base with the same name.
Workspace Settings
To open workspace settings:
Click on the Workspace.
Click the Settings button that appears.
You will be redirected to the Settings page.
Members
Members will see settings for:
Profile
Preferences
Admins
Admins see everything members do, plus an Administration section.
From Settings > Administration, admins can:
Change the Workspace Logo and name.
Manage Members and their roles.
Generate API Keys.
View Billing Information.
Check Plans and Pricing and upgrade if necessary.
Review Credit Grants and usage.
Admin + Member Access
Both admins and members can:
Add pronunciations for voiceovers
Configure workspace-specific integrations (Zendesk, Crisp, Notion, Google Docs, Confluence, Intercom, etc.)
Delete the Workspace
Go to Workspace Settings under Administration.
Click the Delete Workspace button.
Confirm the deletion as it is irreversible.
All data and members will be deleted upon confirmation.
Multiple workspaces
You can create multiple workspaces in InstantDocs under a single account (e.g. tied to a specific email). Each workspace will have distinct member lists and separate billing plans, even if you connect to them from the same account.
Switch Workspace
To switch workspace from same email account:
Click on the current workspace name to view connected workspaces.
Select the workspace you want to switch to.
Your workspace will now be switched to the selected one.
Create New Workspace
Click on Create new workspace.
Upload a logo for your new workspace.
Enter a name for the new workspace.
Click on the Create workspace button.
You will now have a fresh new workspace to start creating your knowledge base.
