Understanding Your Workspace

Your workspace is the home base for everything you do in Grantable — where your organization’s people, projects, files, and AI context all come together.

Written By Philip Deng

Last updated 4 months ago

What a Workspace Is

A workspace represents a single organization inside Grantable. It’s a secure, shared environment that contains:

Your team members and their roles
Your documents, files, and applications
Your AI context sources like the Organization Profile and Style Guide
Your billing plan and usage settings

💡 If you work with multiple organizations or clients, you can belong to more than one workspace — each with its own data, team, and permissions.

Why Workspaces Matter

Workspaces keep everything organized and separate. Each one:

Maintains its own data boundaries (no cross-org access)
Has its own AI context — unique files, rules, and profiles
Includes distinct billing and member management

💡 This makes Grantable safe for consultants, agencies, and multi-organization collaborators — you’ll never mix data between clients.

How Workspaces Are Structured

		LayerWhat It ContainsExample
Organization Workspace	The root level for your team	“Community Health Alliance”
Records	Structured data objects like Funders, Opportunities, and Grants	“Ford Foundation – Capacity Grant”
Documents and Files	Writing, attachments, and reference materials	“LOI Draft.docx,” “Annual Report.pdf”
People	Members and their permissions	Admin, Full, Collaborator, Viewer

💡 Everything you create in Grantable — from a style rule to a draft — lives inside exactly one workspace.

Switching Between Workspaces

If you belong to multiple organizations:

Click your organization name in the sidebar to open the workspace switcher.
Select another organization to change workspaces.

💡 Switching workspaces changes everything you see — data, members, and AI context all update instantly.

Managing a Workspace

Admins can manage workspace settings under Settings → Organization:

Edit the organization’s profile or logo
Manage team roles
Update billing details
Configure AI behavior and limits

💡 Each workspace operates independently, so changes in one do not affect others.

✅ Key takeaway: Your workspace is the foundation of Grantable — a secure, self-contained environment for your organization’s people, projects, files, and AI intelligence. Everything you create, share, or edit belongs to one workspace, keeping collaboration organized and data safe.