Introduction

Learn how workspaces organize users and data, and review the available workspace settings.

How Workspaces Work

Workspaces organize related users and data in Blue. Each workspace is self-contained. Only invited users can view its data and collaborate.

The organization’s tier and plan set its workspace limit. Current base tiers allow 5 to 100 workspaces. Pro multiplies that tier limit by five, and Enterprise has no workspace limit. You can use a workspace for either a project or an ongoing process:

  1. Project: Organize work with defined goals and an end date, such as an event launch, rebrand, or website design. You can archive the workspace when the project ends.
  2. Process: Organize continuous work without an end date, such as customer service, helpdesk operations, sales tracking, or recruitment.

Databases

A workspace holds its records in one or more databases. Each database appears as a tab in the workspace and has its own fields, views, and automations. A blank workspace starts with one database named Records.

Workspace Settings

Workspace Owners and Project Administrators can open Settings from the workspace navigation bar. Select Workspace or Databases at the top of the settings menu.

Workspace shows the settings for the whole workspace:

  • General: Change the workspace name, URL slug, description, or image. You can also archive, convert to a template, or delete the workspace.
  • Workspace Menu: Turn workspace features on or off and reorder the workspace tabs.
  • Databases: Create, rename, or delete databases.
  • AI: Configure AI for the workspace.
  • PDF Templates: Create and manage PDF templates for records.
  • OAuth Connections: Connect your workspace to external services such as QuickBooks.
  • Copy: Copy the workspace and select the components to include.
  • Trash: Restore or permanently delete records, databases, fields, and pages.

Databases shows the settings of the database that you choose in the Database list. These include Records, Fields, Automations, Public Views, and Import & Export. See Database Settings for the full list.