Workspaces

The Workspaces page is where partner customer workspaces are created and managed. Use it when you need to open a customer workspace record, update subscription details, manage members, change enabled apps, review wallets, or delete a workspace.

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Search Workspaces

Use the search field to find a workspace by name or slug. This is the quickest way to locate a customer when the partner manages many workspaces.

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Refresh

Use the refresh button when another teammate just created, edited, or deleted a workspace.

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Create Workspace

Use Create Workspace when you need to set up a new customer workspace. Go to Create A Workspace for the full flow.

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Open Workspace Details

Choose View Details from the row actions menu. The details page shows subscription status, renewal dates, enabled apps, wallets, and members.

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Row Actions

Every workspace row can expose these actions when your role allows them:

• View Details opens the workspace record.
• Edit Workspace opens the workspace setup drawer.
• Manage Members lets you add or remove partner accounts from the workspace.
• Copy Manager appears as a future or restricted action when it is not available.
• Clear Sales Data appears as a future or restricted action when it is not available.
• Delete Workspace removes the workspace after password confirmation.

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Pagination

Use the page controls at the bottom when the partner has more workspaces than the current page can show. The page-size menu controls how many workspaces appear at once.