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Workspaces and Access

Personal and organization workspaces

Understand how personal and organization workspaces keep content and access organized.

A workspace sets the context for content and tools. You use one account to access your own workspace and the organizations available to you.

ContextWhere to find itWhat it contains
Personal workspaceMy Workspace, labeled Personal, in the workspace switcherYour own content, with My Library and available shared Library sources.
Organization workspaceThe organization's name under Organizations in the switcherThat organization's content and the tools your membership and access allow.
Shared Library sourceThe source menu inside your personal LibraryAnother person's accessible folders; it is not a separate workspace selection.

Choose where to work

Select the current workspace at the top of the desktop sidebar. On a compact screen, open More and select the workspace there. You can also use Usage workspace in Settings > Account > Usage. This changes the active workspace throughout the app, including the usage being displayed.

Check the workspace name before authoring, searching, or reviewing usage. Switching does not copy content, transfer ownership, combine balances, or grant access. See Switch workspaces.

Understand the boundaries

Library, Notes, Agent, Schedule, and Reports use workspace context where their workflows support it. Personal Library can include shared content; an organization Library uses its own root. Selecting a shared source changes the Library view without making the other person's workspace yours.

Some information follows your account. For example, Home > For you includes invitations and direct assignments across workspaces. Settings show scope labels because preferences can belong to your account, the device, or a workspace. See Home and Settings.

A License provides capabilities and allowances; a role or folder grant provides permission. You may need both. An organization-assigned Staff or Client License can supply personal benefits without making you an organization Owner or funding the organization's own workspace. See Personal role Licenses.

If a workspace is missing or restricted

Suspended entries cannot be selected. Read-only entries can be selected, but their authoring capabilities are limited. A missing organization may mean your account is not linked to an eligible membership or access has changed; being listed on a profile alone does not grant a workspace.

Confirm the signed-in account, refresh after a membership change, and ask an organization Owner or Manager Staff member to review the relationship. For missing shared folders, return to the personal Library and review Shared Libraries.