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Create or join a workspace

A workspace holds your team's data connections, dashboards, reports, metrics, scheduled tasks, and members. Everything you do in Qubit happens inside a workspace, and you can belong to more than one.

You always have at least one workspace. Qubit creates one for you the first time you sign in.

Join an existing workspace

You join a workspace by invitation. A workspace admin invites you from the workspace settings, and you receive an email titled "You're invited to join workspace name on Qubit".

  1. Open the email and click Accept invitation.
  2. If you already have a Qubit account, sign in with the email address the invitation was sent to. If you don't, Qubit opens the sign-up form with that address filled in.
  3. Qubit adds you to the workspace and switches to it.

Invitations expire after 7 days. If yours has expired, ask the admin to send a new one.

Create a new workspace

You might create a separate workspace for a different company, client, or project.

  1. Click Account at the bottom of the sidebar.
  2. Under Workspaces, click Create workspace.
  3. Enter a Workspace Name. You can also add a Description (Optional).
  4. Click Next to move through the remaining steps.
  5. On the last step, click Create Workspace.

You become the owner of the new workspace, and Qubit switches to it. To add people, invite them from Members in the workspace settings.

Switch between workspaces

  1. Click Account at the bottom of the sidebar.
  2. Under Workspaces, click the workspace you want. A check mark shows the current one.

Qubit reloads your pages with the data and permissions of the workspace you picked. On a phone, open Account from the bottom navigation bar.

Next steps