A workspace is an isolated environment containing all your Fileloom resources. Each workspace has its own templates, files, API keys, team members, and billing.
Switching Workspaces
Use the workspace dropdown at the top of the sidebar to switch between workspaces. The dropdown shows:
- Workspace name
- Your role (Owner, Editor, Viewer)
- Settings icon for quick access
Creating a Workspace
Open Workspace Menu
Click the workspace dropdown in the sidebar.
Click Create Workspace
Select “Create New Workspace” from the menu.
Enter Details
Provide a name for your workspace. A URL-friendly slug is generated automatically.
Confirm
Click “Create” to set up your new workspace.
New workspaces start on the Free plan. Upgrade anytime from the Billing section.
Workspace Settings
Access workspace settings by clicking the gear icon next to your workspace name.
General Settings
| Setting | Description |
|---|
| Name | Display name for the workspace |
| Slug | URL-friendly identifier |
| Storage Mode | Where to store generated PDFs |
Storage Modes
Configure how Fileloom stores your generated PDFs:
| Mode | Behavior |
|---|
| Fileloom | Store in Fileloom storage only (default) |
| External | Store in your AWS S3 or Supabase only |
| Both | Store copies in both locations |
Workspace Roles
Team members can have different access levels:
| Role | Permissions |
|---|
| Owner | Full access, billing management, can delete workspace |
| Editor | Create/edit templates, manage files, view API keys |
| Viewer | Read-only access to templates and files |
Workspace Limits
Resources are limited per workspace based on your plan:
| Resource | Free | Starter | Growth | Scale |
|---|
| Team Members | 2 | 3 | 5 | 10 |
| Templates | 5 | 50 | Unlimited | Unlimited |
| API Keys | 1 | 2 | 5 | 10 |
| Retention | 7 days | 30 days | 90 days | 180 days |
Deleting a Workspace
Deleting a workspace permanently removes all templates, files, and API keys. This action cannot be undone.
- Go to Workspace Settings → General
- Scroll to the danger zone
- Click Delete Workspace
- Confirm by typing the workspace name
Best Practices
- Separate environments — Create workspaces for development, staging, and production
- Client isolation — Use separate workspaces for different clients or projects
- Team organization — Group related projects in a single workspace for shared access
