Start here
Workspaces, folders and people
How organizations, workspaces, folders and roles fit together, and how to invite your team.
Organizations and workspaces
An organization is your company, club or class. Inside it, workspaces hold sessions, pages and documents for a team or a project, and folders keep a workspace tidy. You can belong to several organizations and switch between them from the sidebar.
- Organization workspaces can be found by everyone in the organization.
- Private workspaces are open only to the people added to them.
Roles
- Organization owner and admin: manage members, invites and settings for the whole organization. Admins also see team totals for follow-through and how people get going.
- Organization member: joins workspaces and creates their own.
- Organization guest: sees only the workspaces they were invited to.
- Workspace admin: manages the workspace and its people.
- Workspace editor: creates sessions, pages and documents, and changes them.
- Workspace viewer: reads boards, outcomes, pages and documents, and can vote and add ideas when a facilitator asks.
Invite people
- Open the workspace menu (the three dots) and choose People.
- On the Invite tab, create a link to share, or send an invite to one email address.
- Choose their role. Links can be used several times and expire after a week; email invites work once and only for that address.
Someone who is not in your organization yet joins as a guest of the workspace you invited them to, unless an organization admin chooses a stronger role.
Archive, restore and delete sessions
Finished with a session? Archive it to take it out of the sidebar and the workspace list. Nothing in it is lost: its board, outcomes, recordings and linked pages stay, read-only, under Archived.
- Archive: open the session's menu (the three dots beside its title on the board) and choose Archive session, or open the menu of the session in the sidebar (the three dots, or right-click it). Undo on the message brings it straight back.
- Restore: choose Archived in the workspace's sidebar section to see its archived sessions and pages, then Restore. An archived board also has Restore in its menu.
- Delete forever: under Archived, choose Delete forever and confirm. The board, decisions, recordings, transcripts and files go for everyone; pages linked to the session stay. This cannot be undone.
- On a phone, hold a session in the workspace to archive it, and open Archived from the workspace screen to restore or delete it.
Only archived sessions can be deleted, and only by a workspace admin or the person who created the session. Nothing can be deleted while a legal hold covers the workspace, and the deletion is recorded in the organization's audit log. Your organization can also delete archived items automatically after a set time.