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

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Alt text: CAD ROOMS workspace dashboard showing projects, team members, files, and billing organized in one central 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:

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.

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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 Industry.
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

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Alt text: CAD ROOMS Workspace Settings screen with the sidebar showing the General, Billing, and File sections

Workspace Owners and Admins can open Settings to manage workspace-level options. The Settings sidebar organizes these options into sections:

General — Change the Workspace name and icon
Billing — Upgrade or change the plan, manage seats, download invoices and update billing details
File — Manage workspace-level file rules

File Settings

File Settings are managed from Workspace Settings. Select File in the Settings sidebar to configure filename rules.

When Unique Filenames is enabled, every filename must be unique across all projects in the Workspace. If you try to upload a file whose name is already used in another project, the upload is blocked and CAD ROOMS shows a notice that a file with the same name already exists.
This helps reduce duplicate file names, avoid confusion, and make it easier for teams to identify the correct file.

CAD ROOMS upload blocked by a duplicate filename notice because a file with the same name already exists in another project

For help managing complex Workspace structures or migrating data between Workspaces, please reach out to our support team. We're happy to assist!

Creating a Workspace 🔍 What Is a Workspace?➕ How to Create a New Workspace Switch Between Workspaces Adjust Workspace Settings File Settings Related Articles