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Help & Support
Workspace
Creating a Workspace
🔍 What Is a Workspace?
A Workspace is the central hub in CAD ROOMS where your team collaborates on projects, manages files, and controls billing. Creating a workspace is the first step to getting started.
Each workspace is an isolated space that includes:
✅ Projects – Manage your CAD files and development work in one place
✅ Team Members – Collaborate with others, with role-based access control
✅ Files & Revisions – Store and track CAD files, documents, and version history
✅ Comments – Review and provide feedback directly on ECOs.
Workspaces ensure clarity, security, and efficiency in every stage of the design-to-production lifecycle.
➕ How to Create a New Workspace
To set up a new workspace:
- Start the Workspace Setup
- Log in to CAD ROOMS.
- If you don’t already belong to a workspace, you’ll be prompted to create one.
Tip: If you already have a workspace, you can still create another one by clicking the Workspace Switcher icon (usually in the top-left corner) and selecting Create New Workspace.
- Enter Workspace Details
- Fill in the Workspace Name (required)、Team Size and Industrial.
- You won’t be able to continue until a valid name is entered.
- Add Payment Information
- Provide complete payment details to unlock the free trial.
- Choose a Plan
- Select Currency (e.g., USD, EUR).
- Decide on a Billing Period (monthly or annual).
- Adjust the number of Seats.
- Start Your Free Trial
- Once all required fields are completed, click Start Free Trial.
Once your workspace is ready, you can now begin:
- Inviting members
- Creating projects
- Uploading and managing files
Switch Between Workspaces
If you're part of multiple workspaces (e.g., personal, company, clients):
- Click the Workspace Switcher Icon.
- Select the workspace you want to switch to.
Please Note：Each workspace has its own projects, members, and permissions.
Adjust Workspace Settings
Under Workspace Settings, you can:
- Owner/Admin can change the workspace name and icon
- Upgrade/Change Plan
- Set up default permissions
- Review usage and storage limits
- Adjust seat limits and update billing details.
- Configure integrations (coming soon)
For help managing complex workspace structures or migrating data between workspaces, please reach out to our support team. We're happy to assist!