Workspace limits by plan
Create a workspace
Requires Partner or Org Admin role.1
Open Workspaces
Go to Settings, then Workspaces.
2
Click New workspace
Enter a name and optional description.
3
Add members
Assign workspace members and optionally a Workspace Admin.
Workspace Admin role
Workspace Admins manage settings and membership for their assigned workspace. They cannot access firm-wide automations, integrations, or org admin settings. Org Admins and Partners can access all workspaces regardless of membership.Switch workspace
Use the workspace switcher in the top bar to change the active workspace. Custo threads, matter lists, and document libraries scope to the active workspace.Roles explained
Workspace Admin capabilities.
Plans and limits
Workspace limits per plan tier.