Workspaces - Decisional Documentation

What Are Workspaces?

A workspace is your team’s shared environment in Decisional. It contains all your agents, worksheets, sources, integrations, and team members.

Think of it like...

A workspace is like a Slack workspace or Google Workspace - a shared space where your team collaborates on automation.

Workspace Types

Personal Workspace

Created automatically when you sign up with a personal email (Gmail, Yahoo, etc.).

Who Uses It

Individuals, freelancers, small projects

What's Included

You’re the only member (Owner)
All agents are private
Personal integrations
Individual billing

Example:

Email: [email protected]
Workspace: “John’s Workspace”
Members: Just you

Organizational Workspace

Created automatically when you sign up with a company email domain.

Who Uses It

Companies, teams, departments

What's Included

Multiple team members
Shared agents and resources
Team integrations
Centralized billing
Audit logs

Example:

Email: [email protected]
Workspace: “Acme Corp”
Members: All employees with @acmecorp.com emails

If you’re the first person from your company to sign up, you’ll create the organization’s workspace. Others who sign up with the same domain will automatically join.

Creating a Workspace

Automatic Creation
Join Existing Workspace
Additional Workspaces

Happens when you sign up:

Visit agents.decisional.com/sign-up
Enter your email
Decisional detects your email domain:
- Personal domain (gmail.com) → Personal workspace
- Company domain (yourcompany.com) → Organizational workspace
Workspace is created automatically
You become the workspace Owner

Team Management

Inviting Members

Navigate to Team Settings

Click Settings → Team from the sidebar

Click Invite Member

Click the Invite Member button

Enter Email

Type the email address of the person you want to invite

Assign Role

Choose their role:

Owner: Full control (only one allowed)
Admin: Can manage team and agents
Editor: Can create and edit agents
Viewer: Read-only access

Send Invitation

Click Send InviteThey’ll receive an email with a link to join.

Bulk invites: Enter multiple emails separated by commas to invite many people at once.

Managing Members

View and manage all workspace members:

Column	Description
Name	Member’s full name
Email	Their account email
Role	Current permission level
Last Active	When they last used Decisional
Status	Active, Pending Invitation, Deactivated
Actions	Change role, Remove, Resend invite

Actions you can take:

Change role: Click role dropdown → Select new role
Remove member: Click ⋮ menu → Remove
Resend invitation: For pending invites, click ⋮ → Resend
Deactivate: Temporarily disable access without removing

Only Owners and Admins can invite and manage team members.

Roles & Permissions

Decisional uses role-based access control (RBAC).

Permission Matrix

Permission	Owner	Admin	Editor	Viewer
View agents	✅	✅	✅	✅
View worksheets	✅	✅	✅	✅
View run history	✅	✅	✅	✅
Run agents	✅	✅	✅	✅
Create agents	✅	✅	✅	❌
Edit agents	✅	✅	✅	❌
Delete agents	✅	✅	✅	❌
Upload sources	✅	✅	✅	❌
Manage integrations	✅	✅	✅	❌
Invite members	✅	✅	❌	❌
Remove members	✅	✅	❌	❌
Change roles	✅	✅	❌	❌
View billing	✅	❌	❌	❌
Manage billing	✅	❌	❌	❌
Change workspace settings	✅	❌	❌	❌
Delete workspace	✅	❌	❌	❌
Transfer ownership	✅	❌	❌	❌
View audit logs	✅	✅	❌	❌

Role Descriptions

Owner

Full control over the workspaceResponsibilities:

Manage billing and subscription
Delete workspace (permanent!)
Transfer ownership to another member
Configure workspace-wide settings
Approve major changes

Limitations:

Only one Owner per workspace
Cannot remove themselves (must transfer ownership first)

Best for: Workspace creator, executive sponsor, billing admin

Admin

Can manage team and all resourcesResponsibilities:

Invite and remove team members
Create and configure agents
Manage integrations
View audit logs
Handle day-to-day operations

Limitations:

Cannot access billing
Cannot delete workspace
Cannot change workspace settings

Best for: Team leads, managers, power users

Editor

Can create and modify agentsResponsibilities:

Build new agents
Edit existing agents
Upload sources
Run agents
Manage their own integrations

Limitations:

Cannot invite team members
Cannot view audit logs
Cannot change workspace settings

Best for: Developers, automation builders, analysts

Viewer

Read-only access + can run agentsPermissions:

View all agents
View worksheets
Run agents
View run history

Limitations:

Cannot create or edit anything
Cannot upload sources
Cannot manage integrations
Cannot invite team members

Best for: Stakeholders, executives, external collaborators

Changing Roles

Go to Team Settings

Settings → Team

Find the Member

Locate the person in the team list

Click Role Dropdown

Click the current role next to their name

Select New Role

Choose the new role from the dropdown

Confirm

Changes take effect immediately

Downgrading yourself: If you’re an Admin and downgrade yourself to Editor, you won’t be able to change roles anymore!

Workspace Settings

Configure workspace-wide options.

General Settings

Workspace Name

Change your workspace display name:

Settings → General
Edit “Workspace Name”
Click Save

Example: “Acme Corp” → “Acme Corp - Sales Team”

Default Timezone

Set timezone for scheduled agents:

Settings → General
Select timezone (e.g., “America/New_York”)
Click Save

Affects:

Scheduled run times
Timestamps in logs
Run history dates

Workspace Icon

Upload custom workspace icon:

Settings → General
Click “Upload Icon”
Select image (PNG, JPG, max 1MB)
Crop to square
Save

Appears in:

Sidebar
Workspace switcher
Team member invitations

Notification Settings

Configure workspace-wide notification preferences.

Email Notifications
Slack Notifications
Webhook Notifications

Send email alerts to team members:Options:

Agent run completed
Agent run failed
Agent needs review
New member joined
Billing updates

Per-user override: Members can customize their own notification preferences

Call your API for workspace events:Setup:

Settings → Notifications → Webhooks
Add webhook URL
Select events

Payload example:

{
  "event": "workspace.member_added",
  "workspace_id": "ws_abc123",
  "member": {
    "email": "[email protected]",
    "role": "Editor"
  },
  "timestamp": "2025-01-15T14:30:00Z"
}

Billing & Plans

Manage your workspace subscription.

Viewing Billing

Navigate to Billing

Settings → Billing (Owner only)

View Current Plan

See your active plan:

Plan name (Free, Professional, Enterprise)
Monthly cost
Included runs
Billing cycle

Check Usage

Monitor current usage:

Runs used this month
Team members
Active agents
Storage used

Upgrading/Downgrading

Upgrade
Downgrade
Cancel

Move to a higher plan:

Settings → Billing → Upgrade
Choose new plan
Enter payment details (if not already on file)
Confirm

Takes effect: ImmediatelyBilling: Prorated charge for remainder of current period

Payment Methods

Add Payment Method

Settings → Billing → Payment Methods
Click “Add Payment Method”
Enter card details
Set as default (optional)
Save

Accepted:

Visa, Mastercard, Amex, Discover
Debit cards
Corporate cards

Update Billing Email

Change where invoices are sent:

Settings → Billing → Billing Email
Enter new email
Verify email
Save

Invoices sent to this email:

Monthly invoices
Payment receipts
Payment failures

View Invoices

Access past invoices:

Settings → Billing → Invoice History
See all past invoices
Click to download PDF
Filter by date range

Includes:

Invoice number
Date
Amount paid
Payment method
Download PDF

Security

Workspace Security Settings

Two-Factor Authentication (2FA)

Require 2FA for all workspace members:

Settings → Security
Toggle “Require 2FA” ON
Set grace period (e.g., 7 days)
Save

What happens:

All members must enable 2FA within grace period
Cannot sign in without 2FA after deadline
New members must enable 2FA before accessing workspace

Available on: Professional and Enterprise plans

Session Timeout

Auto-logout after inactivity:

Settings → Security → Session Timeout
Set duration (15 min, 30 min, 1 hour, 4 hours, Never)
Save

Applies to: All workspace membersRecommended: 1 hour for high-security environments

IP Whitelisting

Restrict access to specific IP addresses:

Settings → Security → IP Whitelisting
Add allowed IP ranges
Save

Format:

Single IP: 203.0.113.0
Range: 203.0.113.0/24

Use case: Corporate network, VPN-only accessAvailable on: Enterprise plan only

SSO (Single Sign-On)

Use your corporate identity provider:Supported providers:

SAML 2.0
OpenID Connect (OIDC)
Okta
Azure AD
Google Workspace

Setup: Contact [email protected] for SSO configurationAvailable on: Enterprise plan only

Audit Logs

Track all activity in your workspace (Professional/Enterprise only). What’s logged:

Member added/removed
Role changes
Agent created/edited/deleted
Integration connected/disconnected
Worksheet uploaded/modified
Settings changed

View logs:

Settings → Audit Logs
Filter by:
- Date range
- Member
- Action type
- Resource (agent, worksheet, etc.)
Export to CSV

Example log entry:

[2025-01-15 14:30:22] [email protected]
Action: agent.created
Resource: Quote Generation Agent (agent_abc123)
Details: Created new agent with Gmail integration
IP: 203.0.113.42

Switching Workspaces

If you’re a member of multiple workspaces:

Click Workspace Switcher

Click the workspace name in the top-left corner

Select Workspace

Choose which workspace to switch to

Context Switches

All agents, worksheets, and settings now reflect the selected workspace

Each workspace is completely separate. Agents, sources, and integrations are not shared between workspaces.

Transferring Ownership

Only the Owner can transfer ownership to another member:

Navigate to Team Settings

Settings → Team

Find New Owner

Locate the member who will become the new Owner

Click Transfer Ownership

Click ⋮ menu next to their name → Transfer Ownership

Confirm Transfer

Warning: This cannot be undone!Type “TRANSFER” to confirm

You Become Admin

Ownership transfers immediatelyYou become an Admin automatically

Cannot be reversed! The new Owner must transfer it back to you if needed.

Deleting a Workspace

Only the Owner can delete a workspace. This is permanent!

Navigate to Settings

Settings → Danger Zone

Click Delete Workspace

Scroll to bottom → Delete Workspace

Understand Consequences

What gets deleted:

All agents (permanently)
All worksheets (permanently)
All sources (permanently)
All run history (permanently)
All team members removed
All integrations disconnected

Cannot be recovered after 30 days!

Export Your Data

Before deleting, download:

All worksheets (Settings → Export Data)
Agent configurations (Export as JSON)
Run logs (if needed for compliance)

Type Workspace Name

Type the exact workspace name to confirm

Delete

Workspace is immediately deactivatedData retained for 30 days, then permanently deleted

Best Practices

Assign appropriate roles: Give people the minimum permissions they need

Enable 2FA: Require it for all workspace members

Regular audits: Review team members quarterly, remove inactive users

Separate workspaces: Use different workspaces for staging and production

Document processes: Create internal docs for how your team uses Decisional

Monitor usage: Check billing dashboard monthly to avoid surprises

Backup critical data: Download worksheets and agent configs regularly

Troubleshooting

Can't invite team member

Possible causes:

Not an Admin/Owner: Only Admins and Owners can invite
Plan limit: Free plan limited to 3 members
Email already in use: They’re already in the workspace

Fix:

Ask an Admin/Owner to invite
Upgrade plan for more members
Check team list for existing member

Workspace not showing up

Possible causes:

Wrong email: Sign in with the email that was invited
Invitation expired: Ask for a new invitation
Not yet accepted: Check email for invitation link

Fix:

Sign out and sign in with correct email
Contact workspace Admin for new invite

Can't change role

Possible causes:

Insufficient permissions: Only Admins/Owners can change roles
Trying to change Owner: Owner role can only be transferred, not changed
Changing your own role: Can’t promote yourself

Fix:

Ask an Admin/Owner to change the role
Use “Transfer Ownership” for Owner role

Next Steps

Setup Guide

Complete workspace setup walkthrough

Inviting Team Members

Step-by-step invitation guide

Working with Agents

Start building automation as a team

Security Settings

Configure 2FA and security features

Getting Started

Integrations

User Guides

Reference

​What Are Workspaces?

Think of it like...

​Workspace Types

​Personal Workspace

Who Uses It

What's Included

​Organizational Workspace

Who Uses It

What's Included

​Creating a Workspace

​Team Management

​Inviting Members

​Managing Members

​Roles & Permissions

​Permission Matrix

​Role Descriptions

​Changing Roles

​Workspace Settings

​General Settings

​Notification Settings

​Billing & Plans

​Viewing Billing

​Upgrading/Downgrading

​Payment Methods

​Security

​Workspace Security Settings

​Audit Logs

​Switching Workspaces

​Transferring Ownership

​Deleting a Workspace

​Best Practices

​Troubleshooting

​Next Steps

Setup Guide

Inviting Team Members

Working with Agents

Security Settings

What Are Workspaces?

Workspace Types

Personal Workspace

Organizational Workspace

Creating a Workspace

Team Management

Inviting Members

Managing Members

Roles & Permissions

Permission Matrix

Role Descriptions

Changing Roles

Workspace Settings

General Settings

Notification Settings

Billing & Plans

Viewing Billing

Upgrading/Downgrading

Payment Methods

Security

Workspace Security Settings

Audit Logs

Switching Workspaces

Transferring Ownership

Deleting a Workspace

Best Practices

Troubleshooting

Next Steps