Create Workspace
Learn how to create and set up your Wraft workspace
🏢 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
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.
🚀 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
🔄 Switching Between Workspaces
Need to work in a different workspace? It's easy!
To switch:
- Click the workspace name in the top-left corner
- Select any workspace from the dropdown list
- 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.
💡 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"
✅ 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
What's Next?
Now that your workspace is ready, here's what to do:
- Add team members and set roles - Get your team set up
- Configure workspace settings - Customize your preferences
- Create your first template - Start building documents
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.