Creating Workspaces

Creating a Workspace

Workspaces in AutoCRUD are the foundation for organizing your data and automations. This guide walks you through creating your first workspace.

Prerequisites

• An AutoCRUD account
• Basic understanding of what you want to accomplish with your workspace

Step 1: Access the Workspace Creation Screen

1. Log in to your AutoCRUD account
2. On the homepage, click the Create Workspace button
3. Alternatively, you can click the dropdown menu in the top navigation and select “Create Workspace”

Step 2: Enter Workspace Details

In the workspace creation dialog:

1. Enter a unique, descriptive Workspace Name
2. Optionally add a Description to help team members understand the workspace purpose
3. Click Create Workspace to confirm

Naming Best Practices

Choose workspace names that:

• Clearly indicate the purpose or project
• Are concise but descriptive
• Follow a consistent naming convention
• Avoid special characters that might cause issues

Examples of good workspace names:

• Marketing Campaigns 2023
• Customer Support Database
• Product Development
• Finance Department

Step 3: Configure Your New Workspace

Once your workspace is created, you’ll be directed to the workspace dashboard where you can:

1. Start adding tables to store your data
2. Create flows to automate processes
3. Configure workspace settings
4. Invite team members to collaborate

Step 4: Customize Workspace Settings (Optional)

You can customize various aspects of your workspace:

1. Navigate to the Settings section in the left sidebar
2. Configure:
   • Appearance settings
   • Default permissions
   • Integration options
   • Notification preferences
3. Save your changes

Step 5: Invite Team Members (Optional)

To collaborate with others in your workspace:

1. Go to the Settings section
2. Select the Members tab
3. Click Invite Members
4. Enter email addresses and set permission levels
5. Send invitations

Workspace Limitations

Keep in mind the following limitations for workspaces:

Best Practices

• One Workspace Per Project: Create separate workspaces for distinct projects or departments
• Clear Structure: Plan your workspace organization before adding many tables or flows
• Documentation: Add descriptions to help team members understand the workspace purpose
• Regular Cleanup: Archive or delete unused elements to maintain a clean workspace
• Permission Management: Regularly review and update member permissions

Troubleshooting

Common Issues When Creating Workspaces

Issue: Workspace name already exists Solution: Choose a different, unique name for your workspace

Issue: Cannot create additional workspaces Solution: Check your subscription limits or upgrade your plan

Issue: Workspace creation fails Solution: Try clearing your browser cache or using a different browser

Next Steps

Now that you’ve created your workspace, learn about:

• Managing Workspace Settings

• Building Automated Workflows