What are workspaces?
Workspaces are used to organize journeys and documents, and to control access in Journeys.
Each workspace is a separate space with its own Journeys and Documents. Workspaces are the primary way access is managed in Journeys. There are no user roles or access levels outside of workspaces.
Workspaces are commonly used to:
Organize journeys and documents by department, company, or purpose
Control who can see and work with specific journeys
Keep unrelated or sensitive workflows separate
Creating a workspace
Any user in Journeys can create a workspace.
To create a workspace:
Click the + icon next to the Workspaces header in the left navigation.
A sidebar opens where you can configure the:
Icon (optional) - choose a shape and color
Title (required)
Description (optional)
Workspace privacy - public or private (public by default)
Workspace members (for private workspaces)
Click Create space.
Once created, the workspace will have its own journeys and documents.
Editing a workspace
To edit an existing workspace:
Click the three-dot (…) menu next to the workspace.
Select Edit.
From the sidebar, you can update the:
Icon
Title
Description
Workspace privacy
Workspace members (for private workspaces)
Workspace privacy
Workspaces can be public or private.
Public workspaces
Visible to all Journeys users
All Journeys users can see the journeys and documents inside
Hire recruiters can add a new hire to any journey in a public workspace
Private workspaces
Visible only to selected members
Used when journeys should be restricted or contain sensitive information (for example, payroll)
Hire recruiters cannot see journeys in private workspaces
When a workspace is set to private:
The user making it private is automatically added as a member
This user cannot remove themselves
No other users are added by default
You must explicitly add all other members who should have access
Members are added via a dropdown list when creating or updating a workspace.
Moving journeys between workspaces
Journeys can be moved between workspaces. This is useful when reorganizing journeys by department, company, or purpose.
How to move a journey
You can move a journey to another workspace in two places:
From the workspace view
Click the three-dot (...) menu to the right of a journey and select Move to workspace.
From inside a journey
Open the journey (the Travellers tab is shown by default), then click the three-dot (...) menu in the top-right corner and select Move to workspace.
In both cases, you'll be asked to:
Select the workspace you want to move the journey to
Click Move journey to confirm
What happens when you move a journey
When you move a journey:
The Journey is moved to the selected workspace
Any associated forms and documents are moved with it
If a document is used by other journeys in the original workspace:
It will be copied, not moved
This ensures other journeys continue working without interruption and makes it safe to reorganize journeys without breaking existing workflows.