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What a workspace is

A workspace is the top-level container in Conformly. Everything you upload, analyze, find, and remediate lives inside a workspace. Workspaces are isolated from each other — no data leaks between them, even for the same user. Use one workspace per engineering program (e.g. “Volvo Powertrain Platform 2027”). Don’t make a workspace per document — that’s what products are for, and you’ll find it painful to manage as the program grows.

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Creating a workspace

The first time you sign in, Conformly creates a default workspace for you (“My Compliance Workspace”) so you have somewhere to start. To create additional workspaces:
1

Open the workspace switcher

Click the workspace name in the top navigation bar.
2

Click 'Create workspace'

A dialog opens.
3

Enter a name and (optional) description

Pick a name your team will recognise — usually the program name plus the audit scope. Example: “BMS Platform 2027 — ASPICE + ISO 26262”.
4

Click Create

Conformly switches to the new workspace immediately. You’re the owner by default.
You can also manage workspaces from the dedicated Workspaces page in the sidebar (under the Account group).

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Members and roles

Conformly uses four roles, in increasing order of privilege:
RoleCan doCannot do
ViewerRead everything: documents, findings, scores, comments.Modify any data. Cannot post comments, change finding status, or upload documents.
EditorEverything a viewer can, plus: upload documents, run analyses, change finding status, post comments, create products.Manage workspace members. Delete the workspace.
AdminEverything an editor can, plus: invite and remove members, change member roles (except owner). Delete products.Delete the workspace itself. Transfer ownership.
OwnerEverything. Including delete the workspace and transfer ownership. Every workspace has at least one owner; the original creator is the first owner.—
The role you have on a workspace shows up as a small badge in the top navigation bar. The badge is hidden if you’re an owner (since that’s the default assumption for “your” workspace).

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Inviting a teammate

1

Open the Workspaces page

Sidebar → Workspaces.
2

Expand the workspace row

Click the chevron on the row of the workspace you want to invite to. The Members panel appears.
3

Click 'Invite member'

Enter the invitee’s email address and pick a role.
4

Send the invitation

Conformly sends a one-time invitation email with an accept link. The invitation expires after 14 days.
The accept URL is also shown in the UI so you can share it directly if needed.

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Changing a member’s role

Admins and owners can change any member’s role except the workspace owner. Open the Members panel (Workspaces → expand row), find the member, and pick a new role from the dropdown next to their name. The system enforces one rule: you cannot demote the last remaining owner. If you want to step down as owner, promote someone else to owner first, then change your own role.

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Removing a member

Same panel. Click the Remove button next to the member. Their account is not deleted — they simply lose access to this workspace. Their past comments and activity remain.

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Switching between workspaces

The workspace switcher in the top navigation shows your current workspace and lets you switch with one click. Conformly remembers your last-used workspace per browser, so reloading the page keeps you where you were. If you have two or more workspaces, you’ll also see the Portfolio view in the sidebar — that’s the multi-workspace rollup for consultants and compliance teams managing several programs at once.

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Activity feed

Every workspace has its own activity feed showing recent actions: documents uploaded, analyses started, gap statuses changed, members added, products created. Open it from Workspaces → expand row → scroll past the Members panel to the Recent activity section. The feed is read-only and goes back as far as your data retention allows. It’s the audit trail you point a procurement team at when they ask “who did what, when?”