Connected Workspaces enable you to manage the entire customer lifecycle and multiple projects in one place and with one shareable link you can give your client.

Step 1: Turn on “Connected Workspace” at the Template and/or Workspace level.

This will set it up so future workspaces created from the template have this enabled and can easily add in connected spaces.

For existing workspaces, you'll want to navigate to the space itself on the internal view and then click Settings.

On the right-hand side, check the box for Connected workspaces.

Step 1: Navigate to a workspace that already exists for your account. If one doesn't, then create a new workspace by following the steps outlined here.

Step 2: On the internal tab, look to the left nav-bar where it says Workspaces, and click Add Workspace.

Step 3: Add from a template, existing workspace, or blank workspace.

Please note, you'll only see existing workspace as an option if there are other workspaces associated with that same account.

If you roll your mouse over a workspace name, you can click on the ellipsis (...) to edit certain settings.

This is the default Workspace a client sees. This should align with your process and is typically the life cycle stage the account is currently in.

Choose if/how you want a space to be seen by a client.

Each workspace can have unique people attached to each workspace, both internally and externally. For example, a sales room may have certain buyers that aren't involved in the onboarding stage.

When adding a new workspace, we’ll automatically pull in all the same people in the existing workspace. To update the share settings & permissions, click on the the Share button on the top right. Click here to learn more about the different roles.

Keep in mind, access settings (sharing settings) are global across all workspaces in the group. For example, if you set one workspace as gated by a specific email or domain, all of the connected workspaces will have that restriction.