Create a Workspace

Create a Workspace

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.
CAD ROOMS workspace overview showing projects, team members, files, and ECOs in one central collaboration hub
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
✅ ECOs – 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:
  1. 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.
  1. Enter Workspace Details
      • Fill in the Workspace Name (required)、Team Size and Industry.
      • You won’t be able to continue until a valid name is entered.
  1. 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!
 

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