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Workspaces

Workspaces let you organize your company into separate groups — by team, department, project, or region. Each workspace can have its own members, jobs, settings, and security policies.

When to Use Workspaces​

Workspaces are useful when you need to:

  • Separate departments — Keep engineering, marketing, and operations teams organized independently.
  • Manage regional teams — Create workspaces for different countries or offices with region-specific settings.
  • Isolate projects — Set up a workspace for a specific client project with its own team and timelines.
  • Apply different security policies — Require 2FA for certain teams or restrict access by email domain.
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Every company starts with one default workspace (labeled with a "Default" badge). You can use Omnivoo with just the default workspace if you don't need to separate teams.

Viewing Your Workspaces​

Navigate to Workspaces in the sidebar to see all your workspaces listed as cards. Each card shows:

  • Workspace name — with a "Default" badge on your default workspace and an "Archived" badge on archived workspaces.
  • Description — an optional summary of the workspace's purpose.
  • Member count — how many people belong to this workspace.
  • Job count — how many jobs are associated with this workspace.
  • Your role — your current role within the workspace (e.g., admin, member).

Click any workspace card to open its detail page and manage settings.

Creating a Workspace​

  1. Navigate to Workspaces in the sidebar.
  2. Click + Create Workspace.
  3. Enter a Workspace Name (required).
  4. Optionally add a Description to explain the workspace's purpose.
  5. Click Create Workspace.

The new workspace appears in your workspace list immediately.

Workspace Settings​

Click on a workspace to open its settings page. The settings page is organized into four tabs: Members, Roles, Billing, and General.

General Tab​

Workspace Information​

  • Logo — Upload a workspace logo (image files up to 5 MB). The logo displays as a circular icon next to your workspace name.
  • Workspace Name — The display name for the workspace.
  • Industry — The industry associated with this workspace.
  • Timezone — The default timezone for this workspace. Affects how dates and deadlines are displayed for members.

Click Save Changes to apply updates to the workspace information.

Security & Access​

  • Require Two-Factor Authentication — When enabled, all members of this workspace must have 2FA enabled on their account to access it.
  • Email Domain Restrictions — Restrict workspace membership to specific email domains (e.g., only @yourcompany.com addresses). This prevents unauthorized users from being invited.
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If you handle sensitive data in a particular workspace (such as payroll or legal), enable 2FA enforcement for that workspace even if it's not required company-wide.

Danger Zone​

At the bottom of the General tab, you can permanently delete the workspace. This action is irreversible and requires confirmation.

Members Tab​

Pending Invitations​

If there are outstanding workspace invitations, they appear at the top of the Members tab. For each pending invitation you can see the invitee's email, assigned role, who sent the invitation, and when it was sent. You can approve or reject pending invitations from here.

Team Members​

Below the invitations section, you will see a table of all current workspace members showing their name, email, role, status, and join date.

To invite a new member:

  1. Click Invite Member.
  2. Enter the team member's email address.
  3. Select their workspace role: Admin, Member, or Viewer.
  4. Click Send Invitation.

Roles Tab​

The Roles tab lets you view and customize the permissions for each workspace role (Admin, Member, Viewer). You can toggle individual permissions on or off for each role to control what members at that level can access and do within the workspace.

Billing Tab​

The Billing tab shows billing information specific to this workspace.

Role Permissions per Workspace​

Each workspace supports three roles:

  • Admin — Full access within the workspace, including managing members, settings, and role permissions.
  • Member — Can view data and work within the workspace, but cannot change workspace settings or manage members.
  • Viewer — Read-only access to workspace data.
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A user's company-level role is separate from their workspace role. Someone can be a Member at the company level but an Admin in a specific workspace.

Switching Between Workspaces​

If you belong to multiple workspaces, you can switch between them using the workspace selector in the top navigation bar. Your view will update to show only the data relevant to the selected workspace.