> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conformly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspaces

> Tenant containers for your compliance programs

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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.

## 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:

<Steps>
  <Step title="Open the workspace switcher">
    Click the workspace name in the top navigation bar.
  </Step>

  <Step title="Click 'Create workspace'">
    A dialog opens.
  </Step>

  <Step title="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".
  </Step>

  <Step title="Click Create">
    Conformly switches to the new workspace immediately. You're the owner
    by default.
  </Step>
</Steps>

You can also manage workspaces from the dedicated **Workspaces** page in
the sidebar (under the Account group).

## Members and roles

Conformly uses four roles, in increasing order of privilege:

| Role       | Can do                                                                                                                                              | Cannot do                                                                          |
| ---------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| **Viewer** | Read everything: documents, findings, scores, comments.                                                                                             | Modify any data. Cannot post comments, change finding status, or upload documents. |
| **Editor** | Everything a viewer can, plus: upload documents, run analyses, change finding status, post comments, create products.                               | Manage workspace members. Delete the workspace.                                    |
| **Admin**  | Everything an editor can, plus: invite and remove members, change member roles (except owner). Delete products.                                     | Delete the workspace itself. Transfer ownership.                                   |
| **Owner**  | Everything. 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).

### Inviting a teammate

<Steps>
  <Step title="Open the Workspaces page">
    Sidebar → Workspaces.
  </Step>

  <Step title="Expand the workspace row">
    Click the chevron on the row of the workspace you want to invite to.
    The Members panel appears.
  </Step>

  <Step title="Click 'Invite member'">
    Enter the invitee's email address and pick a role.
  </Step>

  <Step title="Send the invitation">
    Conformly sends a one-time invitation email with an accept link.
    The invitation expires after 14 days.
  </Step>
</Steps>

The accept URL is also shown in the UI so you can share it directly if needed.

### 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.

### 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.

## 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](/user-guide/portfolio) view in the sidebar — that's the
multi-workspace rollup for consultants and compliance teams managing
several programs at once.

## 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?"