Create and Manage Workspaces

A workspace is a separate environment in TexAu that contains its own tables, templates, integrations, team members, and settings. Use multiple workspaces to keep different projects, departments, or clients organized.

Before you begin

Your plan determines how many workspaces you can create. Check Settings > Billing for your current plan limits.

What is a workspace

Each workspace has its own:

• Tables - Your data imports and enrichment results
• Templates - Reusable enrichment workflows
• Integrations - Connected data sources and providers
• Team members - Colleagues with specific roles and permissions
• Settings - Workspace-specific configurations

Data in one workspace does not appear in another. This keeps different projects and teams separate.

Create a new workspace

1. Click the profile menu at the bottom of the sidebar.
2. Click Create New Workspace.
3. Enter a descriptive name for the workspace (for example, "Q1 2026 Lead Enrichment" or "Partner Data Platform").
4. Click Create.

You automatically become the Owner of the new workspace and can start inviting team members right away.

Switch between workspaces

1. Click the profile menu at the bottom of the sidebar.
2. Select the workspace you want to switch to.

Your current workspace name is shown in the sidebar. When you switch workspaces, the tables, templates, and team members update to reflect the selected workspace.

Rename a workspace

1. Go to Settings > Profile.
2. Find the workspace card.
3. Click the pencil icon on the workspace card.
4. Enter the new name (2 to 50 characters).
5. Click Save.

Only Owners and Admins can rename a workspace.

Workspace limits by plan

Your TexAu plan determines how many workspaces and team members you can have:

If you are reaching your workspace limit, consider upgrading your plan in Settings > Billing.

Transfer workspace ownership

Only the current Owner can transfer ownership:

1. Go to Settings > Members.
2. Find the team member you want to make the new Owner.
3. Click their role dropdown.
4. Select Transfer Ownership.
5. Confirm your choice.

The new Owner gains full control over the workspace. You become an Admin.

Delete a workspace

Deleting a workspace permanently removes all its tables, templates, integrations, and settings.

1. Go to Settings > Profile.
2. Find the workspace you want to delete.
3. Click Delete.
4. Review the confirmation message carefully.
5. Confirm the deletion.

Only the Owner can delete a workspace. This action cannot be undone.

Naming conventions

Clear workspace names save time and reduce confusion. Some examples:

• By department: "Marketing Data", "Sales Operations", "Customer Success"
• By project: "Q1 Lead Enrichment", "Annual Account Review 2026"
• By function: "Lead Scoring", "Account Intelligence", "Prospect Research"

Troubleshooting

I cannot create a new workspace. Check your plan limits in Settings > Billing. You may have reached the maximum number of workspaces for your plan.

I do not see the option to rename or delete a workspace. You need the Owner or Admin role to rename a workspace and the Owner role to delete it. Check your role on the Settings > Members page.

I cannot find the workspace switcher. The workspace switcher is in the profile menu at the bottom of the sidebar. Click your profile to see the list of workspaces.

What is next

• Inviting Team Members - Add colleagues to your workspace
• Team Roles and Permissions - Understand what each role can do