How to add workspace to your Coupler.io organization?

Workspaces let you organize data flows, connections, and users into separate environments within a single organization. This is useful for managing multiple clients, teams, or projects - each with its own isolated data - while keeping everything under one subscription.

Before you start

Make sure the following requirements are met:

Plan requirement: Workspaces are available on Pro and Business plans. The feature is not available on Free, Starter, Active, trial, or legacy plans.

Role requirement: Only the Organization Owner can create new workspaces. Admins, Users, and Guests cannot create workspaces.

Note: If your trial has expired, your paid plan has been canceled, or you are on a plan that doesn't support workspaces, the option to add a workspace will not be available.

How to create a new workspace

1. Go to Organization Settings. You can access it from the left sidebar menu.
2. Open the Workspaces tab. You'll see a list of all existing workspaces in your organization, including the Default (primary) workspace.
3. Click Add new workspace.
4. Enter a name for the new workspace.
5. Click Add new.

That's it! The new workspace is created, and you'll be automatically switched to it and redirected to its settings page.

What happens when a new workspace is created

• The workspace starts empty - no data flows, connections, or users are copied from other workspaces.
• The workspace inherits your organization's billing. There is no separate subscription per workspace.
• You (the Organization Owner) are automatically the owner of the new workspace.
• Usage from the new workspace (accounts, users, rows, etc.) is counted toward your organization's billing limits.

How to switch between workspaces

You can switch between workspaces using the left sidebar menu. All workspaces you have access to are listed there. Simply click on a workspace name to switch to it.

When you switch, the interface will only show data flows, connections, dashboards, and users that belong to that specific workspace.

How to manage workspace users

Once a workspace is created, you can invite users to it from the Workspace Settings page.

1. Navigate to the workspace you want to manage.
2. Open Workspace Settings.
3. Click Invite new user.
4. Enter the user's email address and optionally their full name.
5. Select a role:
   • Admin — can manage workspace users, data flows, and shared connections. Cannot manage billing or create/delete workspaces.
   • User — can create and manage data flows and use shared connections. Cannot manage other users.
   • Guest — can only access their own data flows and connections. Cannot see other users or shared resources.
6. Click Invite.

The invited user will receive an email notification and will be added to the workspace.

Note: Only Organization Owners and Workspace Admins can invite users.

How to delete a workspace

1. Navigate to the workspace you want to delete.
2. Open Workspace Settings.
3. Click the three-dot menu (⋯) and select Delete.
4. Confirm the deletion in the pop-up.

After confirmation, the workspace is scheduled for deletion in 7 days. During this period, you can cancel the deletion by contacting our support team.

Important:

• Only the Organization Owner can delete workspaces.
• The primary (Default) workspace cannot be deleted.
• When a workspace is deleted, all its data flows, connections, and user memberships are permanently removed.
• Users who only had access to the deleted workspace will lose access to the organization entirely.

Billing and usage

Workspaces share your organization's subscription. Here's how usage is calculated across workspaces:

You can see per-workspace usage on the Organization Settings → Workspaces tab, and organization-level totals on the Billing page.

What happens when you downgrade your plan

If you downgrade from a plan that supports workspaces (Pro or Business) to one that doesn't (Starter, Active, or Free):

• You cannot create new workspaces.
• You can still switch to and use existing workspaces.
• You can delete workspaces (except the primary one) to reduce your usage.
• If your usage exceeds the new plan's limits, standard limit-reached rules apply - you'll need to remove extra users, or connections to stay within your new limits.

FAQ

Can a user belong to multiple workspaces?

Yes. A user can be a member of multiple workspaces with different roles in each.

Does the Organization Owner need to be invited to each workspace?

No. The Organization Owner automatically has full access to every workspace in the organization.

Can I merge two workspaces?

Workspace merging is handled by our support team. Please contact support if you need to merge workspaces.

Is data shared between workspaces?

No. Each workspace has fully isolated data flows, connections, dashboards, and user access.