Teams & Workspaces

Workspaces & Team Collaboration

A workspace is a shared environment where a team of colleagues can build, manage, and run workflows together. Workspaces let you organise automations by team, project, or department — with fine-grained access control across each.

What Is a Workspace?

Every riogentix account belongs to one or more workspaces. Within a workspace, members share:

Workflows — all automations built in the workspace
Credentials — shared API keys and OAuth connections
Environment Variables — tenant-wide configuration values
Execution Logs — full audit trail of every run
Templates — reusable workflow blueprints

Think of a workspace as a team room: everyone invited can see and collaborate on the work, governed by their assigned role.

Creating a Workspace

Click your account name in the top-left corner
Select + Create Workspace
Enter a Workspace Name (e.g. *Marketing Automation*, *Finance Ops*, *Platform Engineering*)
Set a Default Role for new members (Viewer is the safest default)
Click Create

You are automatically assigned the Owner role in the new workspace.

Inviting Team Members

Invite by Email

Go to Settings → Members → Invite Member
Enter the colleague's email address
Select their role (Owner, Admin, Editor, or Viewer)
Click Send Invite

The invitee receives an email with an accept link. Once accepted, they are added to the workspace immediately.

Bulk Invite via CSV

Settings → Members → Bulk Invite
Download the CSV template
Fill in: email, firstName, lastName, role
Upload the file — all listed users receive invite emails

Invite via Link

Generate a shareable invite link for your workspace:

Settings → Members → Create Invite Link
Set an optional expiry date and maximum uses
Share the link — anyone who opens it joins with the configured default role

Managing Members

View and manage all workspace members from Settings → Members:

Action	How
Change role	Click the member's current role → select new role
Remove member	Click ••• → Remove from Workspace
Suspend access	Click ••• → Suspend (keeps history, blocks login)
Transfer ownership	Settings → Members → Transfer Ownership

Switching Between Workspaces

If you belong to multiple workspaces, switch between them using the Workspace Switcher in the top-left corner. Each workspace has its own dashboard, workflow list, and settings — but you log in once and switch freely.

Multiple Workspaces — Common Patterns

By Team or Department

Separate workspaces help teams work independently without stepping on each other's workflows:

riogentix Organisation
├── Workspace: Marketing Automation
│     Members: Marketing team + Growth
│     Workflows: Email campaigns, lead scoring, CRM sync
│
├── Workspace: Finance Operations
│     Members: Finance + Accounting
│     Workflows: Invoice processing, SAP sync, reporting
│
└── Workspace: Platform Engineering
      Members: DevOps + Backend engineers
      Workflows: CI/CD notifications, infra alerts, deployment gates

By Environment (Staging / Production)

Separate workspaces for staging and production prevent accidental changes to live workflows:

├── Workspace: Production  (Editors and above only)
└── Workspace: Staging     (all developers can experiment freely)

Use Export/Import to promote tested workflows from Staging to Production.

By Client (Agencies & MSPs)

Managed service providers can create one workspace per client, keeping data and credentials fully isolated:

├── Workspace: Client A
├── Workspace: Client B
└── Workspace: Internal (your own team)

Workspace Settings

Access workspace-level configuration at Settings → Workspace:

Setting	Description
Name & Logo	Display name and branding
Default Timezone	Used for Schedule triggers and date formatting
Execution Retention	How long to keep execution logs (30 / 90 / 365 days)
IP Allowlist	Restrict workspace access to specific IP ranges
Audit Log	Full activity history for compliance
Data Residency	Choose the cloud region where data is stored

Workspace Activity Feed

The Activity Feed (Dashboard → Activity) shows a real-time stream of workspace events:

Workflow created, modified, or activated
Member invited or role changed
Credential added or rotated
Execution failures requiring attention

Filter by member, resource type, or date range to quickly audit recent changes.

Notifications

Configure workspace-wide notifications at Settings → Notifications:

Slack / Teams channel — post execution failures or new member joins
Email digest — daily summary of failed executions
PagerDuty / Opsgenie — escalate critical workflow failures to on-call

Individual members can override these defaults from Profile → Notifications.