How to create a workspace

Add a new workspace to your account so a team, project, or initiative gets its own space for journey maps, personas, and more.

A workspace gives a team, project, or initiative its own set of journey maps, personas, portfolio items, metrics, research, and templates. You create one from Account settings, in the Workspaces tab.

Plan availability

The number of workspaces your account can have depends on your plan: Free includes 1 personal workspace, Repository 1 team workspace, Framework 3, and Governance an unlimited number. To add more than your plan allows, upgrade your plan.

Prerequisites

You need Admin access at the account level, since workspaces are created in Account settings.

Create a workspace

1

Open the Workspaces tab in Account settings

Click Account settings in the left sidebar, then open the Workspaces tab. It lists every workspace in your account, each with its user count and a Manage users link.

Account settings > Workspaces

2

Click Create workspace

The New team workspace window opens with a single field, Team workspace name, pre-filled with a default name.

New team workspace

3

Name the workspace and click Create

Replace the default with a name that reflects the team, project, or initiative the workspace is for, then click Create.

What happens next

The new workspace appears in the left sidebar, slotted alphabetically into the list rather than at the bottom. It starts empty, so your next steps are usually to invite the people who will work in it and start adding journey maps and personas.

Adding a second workspace also activates the Account Library, a shared layer that keeps a single synced copy of an item available across every workspace in your account.

Related topics

How to manage workspaces

Rename a workspace or delete it permanently.

How to copy assets across workspaces

Copy a journey map or template to another workspace.

How to use the Account Library

Share a single synced item across all workspaces in your account.

How to invite users

Add people to a workspace and assign their role.