---
title: "How to use the workspace management feature"
slug: "how-to-use-the-workspace-management-feature"
description: "Organize teams and clients with Supermetrics Workspaces. Manage access, enhance data security, and streamline operations with our comprehensive guide."
updated: 2026-04-01T09:55:31Z
published: 2026-04-01T09:55:31Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to use the workspace management feature

Workspaces provide a structured, hierarchical way to organize and manage multiple teams, clients, or regions within the Supermetrics platform. They enhance team oversight, keep data separated where needed, and give you precise control over user access.

This guide walks you through accessing the workspace management area, creating and managing workspaces, inviting users, and understanding access levels.

## Who needs workspaces?

Workspaces are ideal for organizations managing complex team structures — especially across different clients, regions, or departments. If you need clearer organization, better data separation, and more control over user access, Workspaces can help streamline and secure your operations.

> [!NOTE]
> Note
> 
> Don’t see workspaces in your account? Contact your Customer Success Manager to get access.

## Instructions

### Access workspace management

> [!NOTE]
> Note
> 
> Only workspace owners have access to management capabilities for workspaces.

1. Log in to your top-level workspace on the [Supermetrics Hub](https://hub.supermetrics.com).
2. Click your profile icon in the top right corner and select **Workspace management** from the drop-down menu that opens.

In the **Workspace management** section, you will see:

- Your top-level workspace
- An overview showing
  - The number of workspaces you have created
  - The total available workspace quota
  - The total number of users across all workspaces
  - Subscription status
- A list of your workspaces. Click on the workspace name to open its detail and management view.
- A list of users across all workspaces

### Manage workspaces

#### Create a new workspace

1. Click **+ New workspace**. If you’ve reached your workspace limit, contact your Customer Success Manager.
2. Give a name for your workspace and click **Create**.
3. Start inviting users to collaborate within the workspace.

#### Workspace details page

Click on a workspace on the list to open its detail view, where you can manage it.

#### Rename a workspace

You can rename a workspace at any time:

1. Click the pencil icon next to the workspace name.
2. Enter the new name.
3. Click the checkmark icon to save.

### Invite users to a workspace

1. On the **Workspace management** page, click the name of the workspace where you want to add users.
2. Click **Invite users**.
3. Enter the user's email address.You can invite multiple users with the same role at once.
4. Specify their [user role in the workspace](/v1/docs/about-supermetrics-teams-and-user-roles).
5. Click **Invite**.

The invited users will receive an email invitation to the workspace, or they can log in to the Supermetrics Hub to accept the invite. Once they accept the invitation, they will have access to the workspace based on the role you assigned.

Important: You have to assign a subscription for the new users so they can use Supermetrics. [Follow these instructions to assign a subscription for a user after inviting them to a workspace](/v1/docs/how-to-manage-your-supermetrics-team), or let us know about your set-up so that we can assist.

To view pending invitations, click the **Invites pending** tab.

### Manage existing users

Use the 3-dot icon in the **Actions** column next to a user's name to:

- Change their role.
- Remove them from the workspace.

### Manage subscriptions in a workspace

Owners of workspaces with access to subscription pools can manage workspace access to the resources on the **Subscription** tab.

You can see the status of your subscription, allocated and available seats and accounts, as well as destinations and data sources in use. The allocated subscriptions list helps identify which sub-workspaces have product access.

To create a new workspace-level subscription for a sub-workspace:

1. Log in to the [Supermetrics Hub](https://hub.supermetrics.com) as the owner of a top-level workspace with a subscription pool.
2. Go to the [Workspace management](https://hub.supermetrics.com/workspace-management) page. You'll see a list of sub-workspaces.
3. Click **Allocate** to allocate a subscription to the sub-workspace.
4. Customize access to suit the needs of that workspace (number of users and accounts, destinations).
5. Click **Allocate** to save the subscription for the workspace.

You can also go to the **Subscription** tab to view your subscription summary and balance, and allocate the subscription.

> [!NOTE]
> Note
> 
> After allocating a subscription to a workspace, users must be assigned to a seat in the subscription, as this doesn't happen automatically at the moment. Note that the admin or owner of the workspace in question will need to log in or switch to that workspace, go to the [Subscription page](https://hub.supermetrics.com/subscriptions) and then assign seats.
> 
> Follow the instructions [to invite new team members and assign them to a subscription](/v1/docs/how-to-manage-your-supermetrics-team).

## Access and permissions in workspaces

- Only users with the owner role in the top-level workspace have edit access in the Workspace management page.
- **Workspaces are fully isolated** — users can only see and access the workspaces they are explicitly added to.
- **Data and assets are not shared across workspaces**. Connections, transformations, and any content created in one workspace are **not accessible** to users in other workspaces.
- This ensures clear separation between teams, clients, or regions and enhances data security and control.
- The **workspace switcher** shows the workspace as part of the hierarchy.

> [!NOTE]
> What if a user has different roles in top-level and sub-workspaces?
> 
> Users with a **non-owner role** in the top-level workspace get **view-only access** to Workspace management.
> 
> They can see:
> 
> - The list of all workspaces
> - Users assigned to those workspaces, but they cannot make changes from the top level.
> 
> Users with an owner or admin role in a sub-workspace can:
> 
> - Fully manage that sub-workspace
> - Add or remove users within it
> - Access the workspace directly by logging in or switching to the workplace on the Hub.

## Switching workspaces in destinations

If you are part of more than one workspace, [follow these instructions to switch between teams in your data destination, such as Google Sheets or Power BI](/v1/docs/how-to-switch-supermetrics-teams).

## Known issues

- Adding existing workspace users to workspaces is coming soon. While you can invite users by typing in their email addresses, you'll soon be able to add existing users to a workspace.