Core Concepts
Organizations and Workspaces
Note: Organizations and Workspaces are available only on the Pro plan and above.
Understanding Organizations and Workspaces
Organizations
Organization within Gumloop is your company’s top-level account that manages:
- Credit usage and billing
- Domain-based access control
- User management across all workspaces
- Workspace administration
Workspaces
Workspaces are collaborative environments where teams:
- Build and share automations
- Manage shared credentials
- Collaborate on specific projects or teams
- Access shared resources
Organization vs Workspace: Key Differences
Feature | Organization | Workspace |
---|---|---|
Purpose | Manage billing, users, and domain access | Collaborate on automations and share resources |
Access Control | Domain-based automatic access | Requires specific workspace access |
Credits | Tracks and manages credit usage | Uses credits from the organization |
Members | All users under your company domain | Subset of organization members for specific projects |
Domain Access and Default Workspace
When a new user signs up with your company email:
- They automatically join your organization
- They get access to the default workspace (configurable by organization admins)
- They can see and request access to other workspaces in the organization
Managing Multiple Workspaces
Organizations can have multiple workspaces for different teams or projects:
- Create separate workspaces for different departments
- Set up testing environments
- Organize projects by client or function
Workspace Management
Creating a Workspace
- Click your Profile icon (top right)
- Select “Add Workspace”
- Configure your workspace:
- Name your workspace
- Add team members (via email) under Settings > Workspace > Members
- Set up workspace credentials
Any member in the organization can create workspaces.
Workspace Settings
Access workspace settings to:
- Manage members and roles
- Configure shared credentials
Resource Sharing
Credentials
- Workspace credentials: Specific to each workspace and shared across all workspace members
- Learn more in our Workspace Credentials Guide
Flows
- Each workspace has its own set of flows
- Moving flows between workspaces:
- Go to the Hub
- Click the three dots (⋮) next to any workbook
- Select “Move to Workspace”
- Choose destination workspace
Credit Usage
- Credits are deducted from the organization account
- Usage is tracked at the organization level
Important Notes
- Workspace credentials are separate from personal credentials
- Workspaces are only available on Pro plan and above
- Concurrent flow editing is not yet supported
- Organization admins can configure the default workspace for new members