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.
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
- Open the Workspaces page.
- Click + Create Workspace next to the page title.
- 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
- Open the Workspaces page.
- Find the workspace you want to leave.
- 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
- Open Branding.
- 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
- Open Developer Portal configuration.
- Use the workspace dropdown to select the workspace you want to manage.
The configuration updates to match the selected workspace.
FAQ
What made this section unhelpful for you?
On this page
- Workspaces Management