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A workspace is an isolated environment containing all your Fileloom resources. Each workspace has its own templates, files, API keys, team members, and billing.
Workspaces

Workspace settings and configuration

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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

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Creating a Workspace

1

Open Workspace Menu

Click the workspace dropdown in the sidebar.
2

Click Create Workspace

Select “Create New Workspace” from the menu.
3

Enter Details

Provide a name for your workspace. A URL-friendly slug is generated automatically.
4

Confirm

Click “Create” to set up your new workspace.
New workspaces start on the Free plan. Upgrade anytime from the Billing section.

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Workspace Settings

Access workspace settings by clicking the gear icon next to your workspace name.

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General Settings

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Storage Modes

Configure how Fileloom stores your generated PDFs: See Integrations for external storage setup.

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Workspace Roles

Team members can have different access levels:

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Workspace Limits

Resources are limited per workspace based on your plan:

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Deleting a Workspace

Deleting a workspace permanently removes all templates, files, and API keys. This action cannot be undone.
Only workspace owners can delete a workspace:
  1. Go to Workspace Settings → General
  2. Scroll to the danger zone
  3. Click Delete Workspace
  4. Confirm by typing the workspace name

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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