Workspaces & Members

Invite teammates, assign roles and switch workspaces.

A workspace is a hard isolation boundary. Membership is the only way in, and every member carries exactly one role.

Roles and permissions

Field	Type	Description
admin	string	Everything inside the workspace: membership, data sources, pipelines, charts and the workspace profile.
editor	string	Create and modify data sources, pipelines and charts.
analyst	string	Build charts and reports; trigger existing pipelines.
viewer	string	Read dashboards and reports only.

Managing members

1
Open Workspace
Navigate to Workspace.
2
Review the roster
Each member row shows their role, join date and status.
3
Invite
Add a teammate by email and pick the least privileged role that lets them do their job.
4
Adjust or remove
Change a role at any time. Removing a member revokes access immediately and does not delete their authored pipelines.

Workspace preferences

Workspace preferences holds the profile every member sees: the workspace name, its type (individual or organization), a description and the plan currently in force.

Field	Type	Description
Workspace name	string	Shown in the switcher, on reports and on shared dashboards.
Workspace type	string	Individual for personal use, Organization for teams.
Description	string	Free text describing what the workspace is for.
Plan	string	Read-only. Paid plans are provisioned by the Introzen team.

Switching workspaces

The account switcher at the bottom of the sidebar lists every workspace you belong to. Selecting one sets tenant_id and reloads the dashboard in that context.

Creating another workspace

Use the + button in the switcher header to create an additional workspace. It is the same workspace object sign-up creates, with its own sources, pipelines, members and plan, so a contractor, a side project or a separate brand never shares a namespace with the others.

1
Name it
Names are unique across the platform. A duplicate is rejected withvalidation_error and the offending field is highlighted.
2
Choose the type
Team workspaces expect members and support invites; Personal workspaces are for a single account.
3
Pick a plan
A new workspace starts without a plan, so switching to it opens the plan step. The Free plan activates immediately at no cost; paid tiers route to sales.

How isolation works

Middleware resolves the active workspace from the X-Tenant-ID header on every API call and attaches it to the request. Querysets are then scoped to that workspace, so an identifier from another workspace simply returns no rows rather than leaking data.

Every request carries the workspace

curl https://api.introzen.com/api/pipeline/pipelines/ \
  -H "X-Tenant-ID: 42" \
  --cookie "access=<session>"

Last reviewed October 2026.