Workspaces

Creating and Managing Workspaces

• Create a workspace within screens to collaborate with team members.
• Each workspace is independent, keeping documents and screen results separate.
• Only invited members can view or edit data within a workspace.

Upgrading Your Workspace

• Upon account creation, you receive one free workspace with limited document uploads.
• Upgrade to a Pro workspace for additional document uploads and features.
• To upgrade, navigate to your workspace settings and select the upgrade option.

Inviting Team Members

• Invite colleagues by entering their email addresses - they don't need to share your email domain.
• Invited members receive an email with a link to join the workspace.

Navigating Between Workspaces

• If you have multiple workspaces, you can switch between them to access the appropriate documents and screens.

Managing Workspace Subscriptions

• Review and manage your workspace's subscription plan, including document upload limits and renewal dates.
• Change plans or update billing details through the workspace's billing portal.

By following these steps, you can set up, customize, and manage your workspaces to improve collaboration and productivity.