> ## Documentation Index
> Fetch the complete documentation index at: https://docsautomator.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspaces

> Organize automation projects in separate environments

Workspaces in DocsAutomator provide separate environments for organizing automation projects. An initial workspace is automatically created upon signup, with users becoming owners and able to create additional workspaces as needed.

## Key Features

<CardGroup cols={2}>
  <Card title="Unlimited Workspaces" icon="infinity">
    Create workspaces for different teams or clients
  </Card>

  <Card title="Independent Settings" icon="sliders">
    Unique configurations and integrations per workspace
  </Card>

  <Card title="Easy Switching" icon="arrows-rotate">
    Navigate between workspaces seamlessly
  </Card>

  <Card title="Unlimited Team Seats" icon="users">
    All plans include unlimited team seats
  </Card>
</CardGroup>

## 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

<Steps>
  <Step title="Log In">
    Log in to your DocsAutomator account
  </Step>

  <Step title="Access Workspace Menu">
    Click the active workspace name in the navigation bar
  </Step>

  <Step title="Create Workspace">
    Select "Create New Workspace"
  </Step>

  <Step title="Name Your Workspace">
    Enter a descriptive workspace name
  </Step>

  <Step title="Complete">
    Click "Create Workspace"
  </Step>
</Steps>

## 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

| Role       | Capabilities                                             | Google Drive Access    |
| ---------- | -------------------------------------------------------- | ---------------------- |
| **Owner**  | Full access including workspace deletion                 | Full                   |
| **Admin**  | Create/edit automations, invite members, manage settings | Limited to team folder |
| **Member** | Create/edit automations                                  | Limited to team folder |

## Workspace Settings

Configure settings via Settings in Workspace menu:

| Setting           | Description                                                |
| ----------------- | ---------------------------------------------------------- |
| **General**       | Workspace name and basic information                       |
| **Team**          | Member management and permissions                          |
| **Integrations**  | Third-party service connections                            |
| **API**           | API keys and settings                                      |
| **Notifications** | Error email alerts and newsletter subscription preferences |

## 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.

<Steps>
  <Step title="Cancel any active subscription">
    Go to **Settings → Billing** and cancel the subscription. Workspaces with an active subscription cannot be deleted.
  </Step>

  <Step title="Open the Danger Zone">
    Navigate to **Settings → Workspace → Danger Zone**.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete Workspace**, then type `delete workspace` in the confirmation dialog and click **Delete Workspace**.
  </Step>
</Steps>

If the deleted workspace was your active workspace, DocsAutomator switches you to another workspace you belong to, or — if it was your last workspace — sends you to the **Create Workspace** screen.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Best Practices

<AccordionGroup>
  <Accordion title="Use separate workspaces for distinct teams">
    Create dedicated workspaces for different teams, clients, or projects.
  </Accordion>

  <Accordion title="Use descriptive names">
    Name workspaces clearly for easy identification (e.g., "Client: Acme Corp" or "Marketing Team").
  </Accordion>

  <Accordion title="Regular organization">
    Review workspaces periodically and delete unused ones.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Are there workspace creation limits?">
    No limit exists on workspaces created or joined. Each workspace has its own subscription plan.
  </Accordion>

  <Accordion title="Can I transfer ownership?">
    Yes, owners can transfer and remove ownership.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I rename a workspace?">
    Yes, via Workspace Settings → General.
  </Accordion>
</AccordionGroup>

## Related Features

<CardGroup cols={2}>
  <Card title="Team Management" icon="users" href="/features/team-management">
    Manage team members and roles
  </Card>

  <Card title="Transfer Automations" icon="share" href="/features/transfer-automations">
    Copy automations between workspaces
  </Card>
</CardGroup>