Workspaces

Service integrators (Accenture, etc.) use workspaces to isolate clients, credentials, and automation assets. Each workspace maps to an organization with its own users, connectors, workflows, and audit trail.

Roles and permissions

• Owner: Full control. Can invite/remove anyone, change roles, manage connectors, workflows, triggers, and settings.
• Admin: Manage connectors, workflows, triggers, and invite/remove Members. Cannot promote/demote Owners.
• Member: Build and run workflows using the connectors the org has authorized. Cannot change roles or remove others.

Role guardrails

• Only Owners can assign Owner/Admin roles.
• Admins cannot remove Owners/Admins.
• The workspace must always have at least one Owner.

Creating and accessing workspaces

1. Sign in with an approved email.
2. From the org switcher, choose the client workspace you want to manage. If you do not see it, ask an Owner to invite you.
3. Keep client work separated—use one workspace per client to isolate connectors, runs, and audit logs.

Inviting and removing users

1. Go to Settings → Team.
2. Invite by email and pick the role. Invitations expire after 7 days; resend if needed.
3. To remove someone, use the Team list. Owners can remove anyone; Admins can remove Members.
4. Pending invitations can be canceled; expired invites are ignored automatically.

Workspace settings

• Identity: Update workspace name and slug under Settings. Slug changes update the URLs users visit.
• AI models: Configure which models power planning vs. execution in AI Behavior & Models. Tune for quality vs. speed per client.
• Audit: Owners/Admins can view and export audit logs from Settings. Use this for compliance reviews and incident investigations.
• Usage overview: Settings shows quick counts of members, active workflows, and connected connectors to ensure the client is production-ready.

Best practices for integrators

• Keep separate workspaces for each client environment (e.g., client A vs. client B) to avoid credential mixing.
• Standardize roles: at least two Owners per client workspace to prevent lockout; give Admin to delivery leads; grant Member to operators.
• Document connector scopes and approval requirements in the workspace description so client stakeholders know what Trame is allowed to do.