Key Features
Unlimited Workspaces
Create workspaces for different teams or clients
Independent Settings
Unique configurations and integrations per workspace
Easy Switching
Navigate between workspaces seamlessly
Unlimited Team Seats
All plans include unlimited team seats
Workspace Basics
- Initial workspace created automatically at signup
- Any user can create multiple workspaces
- Each workspace supports unlimited team members
- Users can belong to multiple workspaces simultaneously
- Each workspace maintains its own automations and settings
Creating a New Workspace
1
Log In
Log in to your DocsAutomator account
2
Access Workspace Menu
Click the active workspace name in the navigation bar
3
Create Workspace
Select “Create new Workspace”
4
Name Your Workspace
Enter a descriptive workspace name
5
Complete
Click “Create Workspace”
Managing Multiple Workspaces
Switch between workspaces by clicking the workspace name in top navigation and selecting the desired workspace. Each workspace maintains separate:- Team members
- Automation templates
- Billing details
- Integration settings
User Roles
Workspace Settings
Configure settings via Settings in Workspace menu:Deleting a Workspace
Workspace deletion is permanent and removes all of the workspace’s automations, templates, and settings. Only the workspace owner can delete a workspace, and the workspace must not have an active subscription.1
Cancel any active subscription
Go to Settings → Billing and cancel the subscription. Workspaces with an active subscription cannot be deleted.
2
Open the Danger Zone
Navigate to Settings → Workspace → Danger Zone.
3
Confirm deletion
Click Delete Workspace, then type
delete workspace in the confirmation dialog and click Delete Workspace.Deleting Your Account
You can permanently delete your DocsAutomator account once you no longer belong to any workspaces. Account deletion removes your user record entirely; it cannot be undone.1
Leave or delete every workspace
Delete each workspace you own (see above), and leave any workspace where you are an Admin or Member. The Delete Account option only appears when you have zero workspaces.
2
Open the Create Workspace screen
Once you have no workspaces, you’ll be taken to the Create Workspace screen automatically. The Delete Account link is shown next to the Logout button.
3
Confirm deletion
Click Delete Account, type
delete account in the confirmation dialog, and click Delete Account. You’ll be logged out as soon as the account is removed.If you signed up with the same email later, it will be treated as a brand-new account — old workspaces, automations, and run history are not recoverable.
Best Practices
Use separate workspaces for distinct teams
Use separate workspaces for distinct teams
Create dedicated workspaces for different teams, clients, or projects.
Use descriptive names
Use descriptive names
Name workspaces clearly for easy identification (e.g., “Client: Acme Corp” or “Marketing Team”).
Regular organization
Regular organization
Review workspaces periodically and delete unused ones.
FAQ
Are there workspace creation limits?
Are there workspace creation limits?
No limit exists on workspaces created or joined. Each workspace has its own subscription plan.
Can I transfer ownership?
Can I transfer ownership?
Yes, owners can transfer and remove ownership.
What happens when I delete a workspace?
What happens when I delete a workspace?
Deletion removes only that workspace and its contents. Your account remains active with access to other workspaces. The workspace must have no active subscription before it can be deleted.
How do I delete my entire DocsAutomator account?
How do I delete my entire DocsAutomator account?
Delete or leave every workspace you belong to. Once you have zero workspaces, a Delete Account option appears on the Create Workspace screen. Account deletion is permanent — old workspaces, automations, and run history cannot be recovered.
Can I rename a workspace?
Can I rename a workspace?
Yes, via Workspace Settings → General.
Related Features
Team Management
Manage team members and roles
Transfer Automations
Copy automations between workspaces