Workspace

Create and manage workspaces, and collaborate with team members.

Default Workspace

When you first create an account, a default workspace is automatically created for you. This serves as your primary environment for managing agents and collaborating with your team.

Find Your Workspace ID

Your workspace ID (also called org ID) may be requested by UponAI support when debugging account issues. Find it in your workspace settings page under System Settings.

Creating Additional Workspaces

1. Open the workspace selector

   Click the workspace selector in the top left corner of the dashboard.

2. Add a workspace

   Select Add another workspace.

3. Name and save

   Enter your workspace name and click Save.

Managing Team Members

Inviting Members

1. Open workspace settings

   Click the Workspace button in the bottom left corner of the dashboard.

2. Navigate to Members

   Go to the Members tab.

3. Send invitations

   Click Invite Members, enter email addresses, and click Send.

If a team member doesn’t receive the invitation email, resend it by clicking Invite Members again, re-entering their email, and clicking Send.

Invitation Process

• Invited members receive an email with a link to join
• They can create a new account or use an existing one
• Once accepted, they have immediate access to the workspace

Leave a Workspace

1. Open workspace settings

   Navigate to the workspace settings page.

2. Leave

   Click the Options menu (three dots) next to your name and select Leave workspace. Confirm your action.

You can only leave a workspace if at least one other member remains. If you’re the only member, you must delete the workspace instead. You can rejoin if another member invites you back.

Delete Workspace

In the workspace settings page, click Delete. Before deletion:

• All workspace data is permanently deleted and cannot be recovered
• A final invoice is generated and charged for usage up to the deletion date
• All team members lose access
• All active API keys are invalidated