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Create or join a workspace

A “workspace” is a space to which one person or many people belong and jointly manage. It might represent an idea, a project, a startup, a organization… The workspace

Once your user account is ready, you can create your workspace by:

  1. clicking on the “Create an organization workspace” button,
  2. providing the organization name and type and the country where the organization is located (as a minimum), as well as the url of the organization website and a contact email (if you wish to) and
  3. clicking on the “Next” button at the bottom to save the information.

:::info There is little information that is compulsory to fill to create your workspace but remember that the workspace and your company profile share a good deal of information. This is, the more information you provide at this point, the less you will need to include later. :::

If you already had an account before, you will probably have an organization account which you need to convert to a “workspace”. You can add team members to that workspace in the “Workspace settings” button that appears when clicking in the name of your workspace in the upper rigth side of the next (just by your avatar).

Also, if some of your colleagues has already created a workspace for your organization previously, you can join it (no need to create the workspace again) by clicking on the “Join an existing workspace” button of your profile.

Remember that, if you belong to more than one organization, you may create a workspace for each of those and that your “workspace” and the “public company profile” share the information that you will be able to update from any of those. However, the workspace settings include some options that can only be managed from the workspace settings:

  • Team members access and permissions,
  • Generation and management of tokens to access the OnePass API
  • Creation and management of sender identities (this is email accounts linked to your workspace for the communication through OnePass) and
  • eMail account and organization domain verification.

A list of the “Workspaces” that you belong to can be seen from the “Organizations” tab of your user account settings. This list shows the icon of the workspace, its name, your role within that particular workspace and one button to go to each workspace settings and another to leave each of the workspaaces.

You can also switch from one workspace to another by clicking on the avatar and name of the workspace that you are using and that will appear always in the right upper corner of the page. Once unfolded, the workspaces you belong to will appear beneath the section ” Switch context to” and you only have to click on the name of the one you want to switch to.

Rename, close or delete a workspace

The workspace is named after the “Organization name” that you provide on the “Basic profile” tab of the workspace settings.

To rename a workspace:

  • sign in to your OnePass account,
  • navigate to the “Workspace Settings” page,
  • click on the “Basic profile” tab,
  • scroll down to the “Rename this organization” section and click the button with the same name at the right,
  • type a new name for your workspace, and
  • click the “Save” button (or the cancel one if you change your mind).

:::caution Please, think twice before renaming a workspace as it might have unintended side effects. :::

If you want to close a workspace:

  • sign in to your OnePass account,
  • navigate to the “Workspace Settings” page,
  • click on the “Basic profile” tab,
  • scroll down to the “Close this organization” section and click the “Set as inactive” button at the right, and
  • you will see a pop-up message appearing in a green bubble on the right bottom corner to confirm that changes have been done.

Follow this steps to delete a workspace:

  • sign in to your OnePass account,
  • navigate to the “Workspace Settings” page,
  • click on the “Basic profile” tab,
  • scroll down to the “Delete this organization” section and click the button with the same name at the right, and
  • you will see a pop-up message appearing in a green bubble on the right bottom corner to confirm that changes have been done.

:::caution Be certain that you want to delete a workspace before proceeding because, once deleted, it will be gone forever. :::

Adding the teams members

Roles description

  • admin,
  • team member
  • collaborator

Invite team members

To invite team members:

  • sign in to your OnePass account,
  • navigate to the “Workspace Settings” page,
  • click on the “Team” tab and, once there, on the “Members” tab,
  • hit the yellow “Invite members” button,
  • type (or paste) in the email addresses (separated by commas) of the people you want to invite,
  • select the role you want them to have and
  • click on the “Continue” button.

Where can I manage access requests?

In the event that someone that you did not invite wants to join one of the workspaces that you manage (i.e. if you are an admin), you will receive an access request including the username and name of the person who requested access. To manage access requests, you have to: sign in to your OnePass account,

  • navigate to the “Workspace Settings” page,
  • click on the “Team” tab and, once there, on the “Access requests” tab,
  • click on the “Accept” (if you want the user to join you) or “Decline” (if you don’t) buttons on the right of the data of the user requesting access.