Workspaces

Workspaces are the foundation of how Syncaut organizes automation. They allow you to separate workflows, credentials, and team collaboration into distinct environments.

For agencies and teams managing multiple clients or projects, workspaces help keep operations structured and isolated.

What is a Workspace?

A workspace is an isolated environment where you manage automation for a specific team, client, store group, or project.

Each workspace contains its own:

• Workflows

• Templates

• Nodes and integrations

• Team members and permissions

This separation ensures that automation and credentials for one client or project do not interfere with another.

Users can operate with a single workspace or create multiple workspaces within one account depending on their needs.

Creating Your First Workspace

To create a workspace:

1. Navigate to the Workspaces section in your dashboard sidebar.

2. Click Create Workspace

3. Enter a name for the workspace (for example: Client Store Operations or Brand Fulfillment)

4. Save the workspace

Once created, you can begin adding credentials, building workflows, and creating templates within that workspace.

Managing Multiple Workspaces

Workspaces are especially useful for agencies that manage multiple clients.

A common setup is:

• One workspace per client

• Separate credentials for each client’s tools

• Independent workflows for each store or operation

This structure keeps client operations fully separated while still allowing your team to manage everything from a single Syncaut account.

Reusable templates can also be applied across different workspaces, allowing agencies to deploy the same automation processes for multiple clients.

Switching Between Workspaces

If you manage multiple workspaces, you can easily switch between them.

To switch workspaces:

1. Open the workspace selector in the dashboard sidebar.

2. Choose the workspace you want to access

3. The dashboard will reload with the workflows, templates, and settings for that workspace

This allows you to move quickly between client environments or internal projects.

Workspace Settings

Each workspace has its own settings that control how it operates.

Workspace settings may include:

• Workspace name and details

• Member and collaborator management

• Template visibility and sharing controls

• Workspace-specific configuration options

Administrators of the workspace can manage these settings to control how automation and collaboration work within that environment.