🏢 Create Your Workspace

What is a Workspace?

Think of a workspace as your dedicated area in Wraft where you and your team can work together. It's like having separate offices for different projects or clients.

Each workspace has its own:

• 📄 Documents and templates
• 👥 Team members
• 🔒 Privacy settings
• 📊 Data and files

Why use multiple workspaces?

• Keep client work separate and secure
• Organize different teams (HR, Sales, Marketing)
• Manage various projects without mixing them up

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Your First Workspace

When you sign up for Wraft, we automatically create a Personal Workspace for you. This is your starting point, but you can create as many additional workspaces as you need.

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🚀 How to Create a New Workspace

Step 1: Open the Workspace Menu

Look at the top-left corner of your screen and click on your current workspace name (it probably says "Personal").

Step 2: Choose "Create New Workspace"

In the dropdown menu, scroll down and click "Create New Workspace".

Step 3: Name Your Workspace

A popup will appear asking for your workspace name. Choose something clear and meaningful:

Good examples:

• Marketing Team
• ABC Company Client
• Q4 Sales Contracts
• HR Documents

💡 Tip: Use names that clearly identify the purpose or team using this workspace.

Step 4: Create and Start Using

Click the "Create" button and you're done! Wraft will automatically switch you to your new workspace.

You can immediately start:

• Adding team members
• Creating templates
• Setting up your workspace preferences

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🔄 Switching Between Workspaces

Need to work in a different workspace? It's easy!

To switch:

1. Click the workspace name in the top-left corner
2. Select any workspace from the dropdown list
3. Everything will update to show that workspace's content

⚠️ Important: When you switch workspaces, you'll see completely different content - documents, templates, team members, and settings all change to match the selected workspace.

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💡 When Should You Create New Workspaces?

Here are some common scenarios:

For Agencies & Consultants

• One workspace per client to keep their work completely separate
• Example: "Johnson Law Firm", "Tech Startup Inc", "Local Restaurant"

For Companies

• One workspace per department to organize by team
• Example: "Human Resources", "Sales Team", "Legal Department"

For Projects

• One workspace per major project to keep everything organized
• Example: "Website Redesign", "Q4 Campaign", "Product Launch"

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✅ Quick Checklist

After creating your workspace:

• Name it clearly - Make sure the name makes sense to you and your team
• Add team members - Invite people who need access
• Set up roles - Decide who can do what
• Create your first template - Start building your document templates
• Configure settings - Adjust workspace preferences

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What's Next?

Now that your workspace is ready, here's what to do:

1. Add team members and set roles - Get your team set up
2. Configure workspace settings - Customize your preferences
3. Create your first template - Start building documents

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Need Help?

If you're having trouble creating a workspace or need to understand something better, check out our troubleshooting guide or contact our support team.