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Workspaces

Workspaces organize research documents, codes, and quotations. They can be personal or shared.

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Types

  • Personal: Private, accessible only to you
  • Shared: Multiple users can access and edit content

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Contents

  • Documents: Create, transcribe, and analyze text-based data
  • Canvases: Visual spaces for mapping relationships
Mark items as favorites for quick access.

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Managing workspaces

Create a new workspace from the workspace switcher. Edit settings via the workspace switcher menu:
  • Rename: Change the workspace name
  • Delete: Remove the workspace
  • Share: Invite collaborators (shared workspaces)
  • Integrations: Connect external tools

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Document settings

Manage document fields and settings in Workspace Settings > Documents.

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Sharing

Invite collaborators via email from workspace settings. Assign permission levels:
  • Owners: Full access including settings and deletion
  • Editors: Create, edit, and delete content
  • Viewers: View-only access (if available on your plan)