Knowledge Base/Admin / Staff Portal/Workspace Management

Workspace Management

Colo supports multiple workspaces under one account. Each workspace is completely isolated — it has its own customers, projects, team members, and settings.

1. What is a Workspace?

A workspace represents a business or a distinct operational unit. You might use multiple workspaces if you run more than one company, or if you want to separate production from a test environment.

2. Viewing Your Workspaces

  1. Click your account name or the workspace switcher in the top navigation or sidebar.
  2. A list of all workspaces you belong to appears.
  3. Your current active workspace is highlighted.

3. Creating a New Workspace

  1. In the workspace switcher, click + Create New Workspace.
  2. Fill in:
    • Workspace Name (required)
    • Description (optional)
  3. Click Create.
  4. You are switched into the new workspace automatically.
  5. Complete the initial workspace setup (logo, timezone, currency) under Settings.

4. Switching Workspaces

  1. Click the workspace switcher.
  2. Click the workspace you want to switch to.
  3. The page reloads inside the selected workspace.

5. Editing Workspace Information

  1. Go to Settings → General (while inside the workspace you want to edit).
  2. Update the workspace name, logo, or other details.
  3. Click Save.

6. Managing Workspace Members

Each workspace has its own team of members.

  • To add members: see Team Members.
  • Members invited to Workspace A do not have access to Workspace B unless separately invited.

7. Workspace Verification

Some workspaces may require verification before full functionality is enabled:

  1. Check your email for a workspace verification message.
  2. Click the verification link.
  3. Your workspace is now fully active.

8. Deleting a Workspace

This is irreversible. Deleting a workspace permanently removes all data within it.

  1. Go to Settings → General inside the workspace.
  2. Scroll to the Danger Zone section.
  3. Click Delete Workspace.
  4. Type the workspace name to confirm.
  5. Click Delete.

Tips

  • Use separate workspaces for separate businesses rather than mixing customers — it keeps reporting clean.
  • Each workspace has independent finance settings (currency, tax, payment gateways).
  • You can be an admin in one workspace and a regular member in another.