Skip to content

Workspaces

Workspaces provide multi-tenant organization and access control for your fifthelement.ai platform.

Overview

A Workspace is an isolated environment where teams can collaborate on AI agents, manage knowledge bases, and control access through role-based permissions.

Key Features

  • Multi-Tenant Isolation: Each workspace has its own agents, knowledge bases, and data
  • Role-Based Access Control (RBAC): Define custom roles and permissions
  • Team Collaboration: Invite team members and assign roles
  • Resource Management: Organize agents and knowledge by workspace

Workspace Structure

Workspace
├── Agents (all agents in this workspace)
├── Knowledge Bases (repositories specific to this workspace)
├── Roles (RBAC configuration)
├── Members (users with access)
└── Settings (workspace-specific configuration)

Accessing Workspaces

Navigation: From the platform header, use the workspace selector in the top-right corner.

URL Format: 

https://PLATFORM-URL-PLACEHOLDER/workspaces/{workspace-name}

Workspace Management

  • Roles & Permissions

    Configure role-based access control for your workspace.

    RBAC Setup

  • Members

    Invite users and manage team access.

    Managing Members

  • Settings

    Configure workspace-specific settings.

    Workspace Settings

  • Hubs

    Organize agents into categorized hubs.

    Hubs

Managing Members

Adding Members

  1. Navigate to Workspaces > {your-workspace} > Members
  2. Click Invite Member
  3. Enter email address
  4. Assign role (Admin, Member, Viewer, or custom role)
  5. Click Send Invitation

Member Roles

Role Permissions
Admin Full workspace access, can manage roles and members
Member Can create and edit agents, upload knowledge
Viewer Read-only access to workspace resources
Custom Customized permissions via RBAC

Workspace Settings

General Settings

  • Workspace Name: Display name for your workspace
  • Default Language: Default language for agents in this workspace
  • Timezone: Workspace timezone for logs and analytics

Data Retention

  • Conversation History: How long to retain chat logs
  • Analytics Data: Retention period for analytics data
  • Auto-Purge: Automatic data cleanup settings

Best Practices

Workspace Organization

  • Create separate workspaces for different teams, projects, or clients
  • Use descriptive workspace names (e.g., "Customer Support", "Sales Team", "Product Demo")
  • Set up RBAC early to establish clear access boundaries

Access Control

  • Follow principle of least privilege
  • Use custom roles for specific use cases
  • Regularly audit workspace members and their roles

Resource Naming

  • Use consistent naming conventions across agents and knowledge bases
  • Include workspace context in agent names if sharing across teams
  • Document agent purposes in descriptions

Common Scenarios

Scenario 1: Multi-Client Agency

Create separate workspaces for each client:

Workspace: Client-A
├── Agents: Client A Support Bot, Client A Sales Bot
└── Knowledge: Client A Documentation

Workspace: Client-B
├── Agents: Client B Support Bot
└── Knowledge: Client B Documentation

Benefits: - Complete data isolation - Client-specific access control - Independent billing and analytics

Scenario 2: Department-Based

Organize by internal departments:

Workspace: Customer-Support
├── Agents: Tier 1 Support, Tier 2 Technical
└── Members: Support team only

Workspace: Sales
├── Agents: Lead Qualifier, Demo Scheduler
└── Members: Sales team only

Benefits: - Clear ownership - Department-specific permissions - Targeted analytics

Switching Workspaces

From the UI: 1. Click the workspace selector in the top-right corner 2. Select the workspace you want to switch to 3. The page reloads with the new workspace context

URL-Based: Access a specific workspace directly: 

https://PLATFORM-URL-PLACEHOLDER/workspaces/{workspace-name}

Troubleshooting

Cannot See Workspace

Issue: Workspace not appearing in the selector

Solutions: - Verify you've been invited to the workspace - Check your email for the invitation - Contact workspace admin to verify your access

No Permission to Create Resources

Issue: Cannot create agents or upload knowledge

Solutions: - Check your role: Viewer role has read-only access - Contact workspace admin to upgrade your role - Verify workspace-level permissions