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Workspaces Management

Workspaces are the foundation of how Theneo organizes documentation across teams, products, and initiatives. A single user can belong to multiple workspaces - often with different roles and permissions in each.


Workspaces: the basics

Your first workspace (created during sign-up)

When you sign up for Theneo, you create your first workspace as part of the onboarding flow. You are assigned the Admin role in that workspace.

Multiple workspaces, multiple roles

You may also:

  • Be invited to other workspaces by teammates or other organizations
  • Have different roles in different workspaces (for example, Admin in one workspace and Editor in another)

Your access and permissions always depend on the role you have in each specific workspace.


Personal vs. Corporate workspaces

When creating a workspace, you can choose one of two types:

  • Personal (often used for individual or freelance use)
  • Corporate (recommended for team collaboration)

Our recommendation: Create Corporate workspaces

We strongly recommend creating a Corporate workspace, even if you’re just getting started.

Corporate workspaces are designed for collaboration and unlock team-oriented capabilities such as:

  • Collaborating with team members in the same workspace
  • Inviting members to workspaces and projects
  • Working together within a project
  • Sharing private projects with other team members
  • Domain whitelisting
  • Other domain/company-related features

These capabilities are restricted in Personal workspaces.

Both Personal and Corporate workspaces are available on the Free plan. We generally only recommend a Personal workspace when you have a specific individual-only use case.

Switching from Personal to Corporate (one-way)

You can upgrade a workspace from Personal → Corporate from the Admin configuration.

Important:

  • This change is permanent
  • There is no step back
  • You cannot switch Corporate → Personal

Viewing your workspaces

From the Theneo dashboard, open the Workspaces page to see:

  • All workspaces you’re currently a member of
  • Your role in each workspace
  • Actions available to you (such as Leave)

Create an additional workspace

You can create more workspaces any time - useful for separating documentation by team, product, client, or environment.

Steps

  1. Open the Workspaces page.
  2. Click + Create Workspace next to the page title.
  3. Complete the form:
  • Name (required)
  • Slug (auto-generated from Name, editable)
  • Type (Personal or Corporate - default is Personal)

4. Click Create.

What happens next

  • The new workspace appears immediately in your list.
  • You are assigned the Admin role in the newly created workspace.

Leave a workspace

If you’ve been invited to workspaces you no longer need, you can leave them to keep your workspace list organized.

Steps

  1. Open the Workspaces page.
  2. Find the workspace you want to leave.
  3. Click Leave on the right side of the workspace row.

After you leave

  • The workspace disappears from your list immediately.

Set a default workspace

You can choose one workspace as your default workspace. This workspace becomes the starting point for key workflows across Theneo.

What the default workspace affects

1) New projects All projects you create will be created in your default workspace by default - unless you choose a different workspace during the Create Project flow.

2) Branding When you open the Branding page, Theneo loads branding settings for your default workspace first.

3) Developer Portal Developer Portal configuration is also loaded based on your default workspace first.

This helps you stay focused if you primarily work in one workspace.


Switch workspaces in Branding

Even though Branding loads from your default workspace, you can switch context at any time.

Steps

  1. Open Branding.
  2. Use the workspace dropdown to select another workspace.

The page updates to show branding settings for the selected workspace.


Switch workspaces in the Developer Portal

Developer Portal settings also support workspace switching.

Steps

  1. Open Developer Portal configuration.
  2. Use the workspace dropdown to select the workspace you want to manage.

The configuration updates to match the selected workspace.


FAQ

Can I create a project in a workspace that isn’t my default?

Yes. The default workspace is the preselected option, but you can choose a different workspace during the Create Project flow.

Why should I choose Corporate if I’m on the Free plan?

Because Corporate unlocks collaboration and company features (like inviting members, sharing private projects, and domain whitelisting), and it’s included in Free. Personal workspaces are best only for specific individual-only use cases.

If I leave a workspace, what happens to my access?

Leaving a workspace removes your workspace-level access, not your project membership. This means:

  • You won’t be able to create new projects in that workspace.
  • You won’t be able to access or change that workspace’s Branding or Developer Portal configuration.
  • You do not automatically lose access to projects you’re part of.

You’ll only lose access to a specific project if you are removed from that project separately.

Why do Branding and Developer Portal load based on the default workspace?

It provides a consistent “home” context and reduces switching for users who primarily manage one workspace. You can still switch anytime via the dropdown.

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