Getting started

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

Workspace Switcher

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"

Create New Workspace

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

Step 3: Name Your Workspace

Workspace Details

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

Create Workspace

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!

Workspace Switching

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.


💡 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:

  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

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.