Workspaces
Organizing workflows and resources with workspaces.
A workspace is a logical grouping within an organization used to isolate workflows, resources, and access. Every workflow belongs to a workspace, and AI providers and MCP servers are assigned at the workspace level.
Creating a Workspace
- Navigate to Settings > Workspaces.
- Click New Workspace.
- Enter a name and optional description.
- Save.
A default workspace is created automatically when an organization is set up.
Workspace Settings
Each workspace has the following configurable properties:
| Setting | Description |
|---|---|
| Name | Display name shown in the sidebar header and workspace switcher. |
| Description | Optional text describing the workspace purpose. |
| Allowed AI Providers | Which organization-level AI provider keys are available in this workspace. |
| Allowed MCP Servers | Which organization-level MCP server configs are available in this workspace. |
| Member Permissions | Workflow permissions (canEdit, canDelete, canExecute) for Members in this workspace. |
To edit workspace settings, go to Settings > Workspaces, click Edit on the target workspace, and update the fields.
Resource Assignment
AI providers and MCP servers are configured at the organization level (in Settings) but must be explicitly assigned to each workspace before they can be used in workflows.
- Go to Settings > Workspaces > Edit.
- Under Allowed AI Providers, check the providers this workspace should have access to.
- Under Allowed MCP Servers, check the servers this workspace should have access to.
- Save.
Only assigned providers and servers appear in the workflow editor dropdowns (Agent node model selector, MCP Action node server selector). If no providers or servers are assigned, the editor shows a warning directing the user to organization settings.
Member Access
- Owner roles automatically have access to all workspaces in the organization.
- Member role users must be explicitly added to a workspace before they can see or interact with its workflows.
Adding Members to a Workspace
- Go to Settings > Workspaces > Edit on the target workspace, or navigate to the workspace members management section.
- Select the member to add.
- Save.
Members who are not added to any workspace will not see any workflows.
Switching Workspaces
The current workspace is shown in the sidebar header (top of the left navigation, above the workflow list). If you have access to more than one workspace, the header acts as a switcher:
- Sidebar expanded - click the workspace name to open a dropdown listing all workspaces you can access. Pick one to switch.
- Sidebar collapsed - click the workspace icon to open the same list in a popover.
Switching workspaces updates the workflow list to show only workflows belonging to the selected workspace, and re-scopes the AI providers, MCP servers, knowledge bases, and global variables surfaced in the editor.
The switcher used to live inside the user-menu dropdown in the top-right corner. It moved to the sidebar header so the active workspace is always visible without opening any menu.
Deleting a Workspace
the Owner can delete a workspace from Settings > Workspaces. Deleting a workspace removes all workflows, execution history, and global context entries within it. This action cannot be undone.