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

# Workspaces

> Create and manage workspaces to organize your Fileloom projects, teams, and billing.

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

<Frame caption="Workspace settings and configuration">
  <img src="https://mintcdn.com/migambiglobal/-mvqbnb14Byx-nAt/images/dashboard/workspaces.png?fit=max&auto=format&n=-mvqbnb14Byx-nAt&q=85&s=5c70cbbbc527fc58dacf6d37fc112371" alt="Workspaces" width="1911" height="917" data-path="images/dashboard/workspaces.png" />
</Frame>

## 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

<Steps>
  <Step title="Open Workspace Menu">
    Click the workspace dropdown in the sidebar.
  </Step>

  <Step title="Click Create Workspace">
    Select "Create New Workspace" from the menu.
  </Step>

  <Step title="Enter Details">
    Provide a name for your workspace. A URL-friendly slug is generated automatically.
  </Step>

  <Step title="Confirm">
    Click "Create" to set up your new workspace.
  </Step>
</Steps>

<Info>
  New workspaces start on the Free plan. Upgrade anytime from the Billing section.
</Info>

## 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           |

See [Integrations](/integrations/overview) for external storage setup.

## 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

<Warning>
  Deleting a workspace permanently removes all templates, files, and API keys. This action cannot be undone.
</Warning>

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

## 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