Warmy Workspaces

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Warmy Workspaces: Managing Your Team and Access 

Introduction

Warmy Workspaces make it easier to work with your team while keeping access organized. You can invite other users to a workspace, assign access as members, and switch between workspaces you have access to.

You can also create multiple workspaces and invite different people to each one, depending on how you want to organize your Warmy account.

What Can You Do With Workspaces?
With Warmy Workspaces, you can:

• Invite other users to your workspace by email.
• Add team members at no additional cost.
• Create multiple workspaces.
• Invite different users to different workspaces.
• Switch between workspaces you have access to.
• Manage your team and workspace access from the Workspaces tab.

If the person you invite already has a Warmy account, they can log in and accept the invitation. If they're new to Warmy, they'll need to sign up first.

Once the invitation is accepted, the user becomes a Member of the workspace.

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Workspace Roles

Each workspace has two roles: Owner and Member.

Owner
The Owner has full control over the workspace and is the only role that can manage certain workspace settings.

The Owner can:
• Manage the workspace.
• Access workspace member management.
• Invite users.
• Suspend or restore members.
• Manage the workspace subscription and plan from See Plans.

There can only be one Owner per workspace.

Member
A Member can manage the workspace and perform most actions available in the workspace.

Members can use most workspace features, but some actions are restricted. A Member cannot:
• Invite new users.
• Suspend or restore users.
• Access the full See Plans view.
• Manage the workspace subscription or plan.

Members can still see a restricted See Plan view, but they don't have access to the same plan management options available to the Owner.

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Member Statuses

Workspace members can have one of three statuses:

Active
An Active member has accepted the invitation and currently has access to the workspace.

Invited
An Invited user has been sent an invitation but has not yet joined the workspace.
Workspace invitations do not expire, so the invitation remains available until the user accepts it or the workspace access is otherwise changed.

Suspended
A Suspended member no longer has access to the workspace.
The Owner can suspend or restore members from the workspace's member management area.

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Workspace Limits

A Warmy user can:
• Be a member of unlimited workspaces.
• Create up to 100 workspaces as an Owner.

This means you can participate in as many workspaces as you need, while the number of workspaces you can create yourself as an Owner is limited to 100.

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Creating a Workspace

Creating a new workspace is simple.
1. Open the Workspaces tab.
2. Choose the option to create a new workspace.
3. Enter a name for the workspace.
4. Create the workspace.

The workspace is created immediately after you provide its name.
You can then invite other users or start using the workspace yourself.

What Happens If You Have No Active Workspaces?
If you no longer have access to any active workspaces, Warmy automatically creates a new workspace for you with a default name.

You become the Owner of this new workspace.

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How to Switch Between Workspaces

If you have access to multiple workspaces, you can switch between them from your Warmy account.
1. Open the workspace selector.
2. Find the workspace you want to use.
3. Select it.

Warmy will switch your current workspace, and you'll see the data and settings associated with that workspace.

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How to Add a New Member

You can invite a user directly from the Workspaces tab.
1. Go to the Workspaces tab.
2. Click Invite User.
3. Enter the email address of the person you want to invite.
4. Send the invitation.

The user will receive an invitation to join the workspace.

If they already have a Warmy account, they can log in and accept the invitation. If they don't have an account yet, they need to sign up before joining the workspace.

Once the invitation is accepted, their status changes from Invited to Active.

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How Workspace Access Works

Workspace access is separate for each workspace. For example, you can be:
• An Owner of one workspace.
• A Member of another workspace.
• A Member of several other workspaces.

Your role and permissions depend on the specific workspace you're currently using. This allows teams to organize access based on the people who need to work together in each workspace.

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Subscriptions and Billing

Subscriptions are independent for each workspace. Each workspace has its own:
• Subscription.
• Billing.
• Plan.

A subscription belonging to one workspace does not automatically apply to another workspace.
The Owner can manage the workspace's subscription and plan from See Plans.

Members don't have access to the full plan management options. They may see a restricted See Plan view instead.

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Expected Result

After setting up your Workspaces, you can organize your Warmy account and team based on the access each person needs.

You should be able to:
• Create and switch between multiple workspaces.
• Invite users to specific workspaces.
• Identify members by their Active, Invited, or Suspended status.
• Give team members access without additional workspace member fees.
• Manage workspace permissions through the Owner and Member roles.
• Keep subscriptions and billing separate between workspaces.