# Workspaces overview

### What is a workspace?

A workspace in Wonderly is the top-level container where all your work lives. It holds projects, tasks, documents, team members, and settings. Workspaces are how you organize and separate different parts of your business—for example, you might have one workspace for your sales team, another for a specific client, and a third for internal operations.

Each workspace operates independently. The projects, tasks, and documents in one workspace are completely separate from another. Workspace membership controls who has access to that work. All members in a workspace have the same level of access—there are no role-based restrictions within a workspace.

Workspaces also maintain their own settings, templates, calendars, and custom fields. This means you can configure each workspace to match how that particular team or client operates.

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### How workspaces work at a high level

Workspaces are the organizational foundation of Wonderly. Here's what you can do:

**Create a workspace.** You create a workspace with a name and optionally invite team members immediately. The workspace is then ready to populate with projects, tasks, and documents.

**Add and manage members.** You invite team members to a workspace by adding them from your Wonderly account. All members you add have the same access level—they can create, edit, and view all projects and tasks in that workspace.

**Remove members.** You can remove a member from a workspace at any time. Removal is immediate; they lose access to all work in that space.

**Configure workspace settings.** Each workspace has its own settings for templates, custom fields, labels, calendars, and integrations. Changes you make in one workspace don't affect another.

**Organize work within the workspace.** Once members are added, they can create projects, tasks, and documents. All of this work stays within the workspace boundary.

**Maintain separate calendars.** External calendars (like Google Calendar or Outlook) are connected at the workspace level. A calendar linked in one workspace doesn't automatically apply to another.

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### How workspaces fit into Wonderly's ecosystem

Workspaces are the permission and organization boundary in Wonderly. They control who sees what and how work is separated.

Because workspaces are independent, they're useful for isolating work by team, client, or organization. If you need to restrict one person's access to only specific projects (not all projects in a workspace), you cannot do so within a single workspace. Instead, you would create a separate workspace and add only the relevant members to it.

Workspaces also connect to your CRM. In Wonderly's Sales Hub, a dedicated CRM workspace controls who can access customer records and sales activities. Users not in this workspace cannot see any CRM data. This ensures that sensitive customer information is accessible only to the right team.

Projects, tasks, and documents do not cross workspaces. If you need to share work across workspaces, you must recreate it or export and reimport content. This separation keeps data organized and permissions clear.

Because all of this operates at the workspace level, you can run multiple independent teams or client operations within one Wonderly account without their work overlapping or interfering with each other.