Workspace Basics

What is a Workspace?

A workspace in BuildBetter is a dedicated environment where your team can:

• Store and analyze calls
• Share documents and insights
• Collaborate on projects
• Manage team permissions

Creating a Workspace

1. Access Workspace Creation

Click the workspace selector in the top-left corner and choose "Create New Workspace"

2. Configure Settings

• Name your workspace
• Set timezone and language preferences
• Choose privacy settings
• Add a workspace icon (optional)

3. Invite Team Members

• Add team members by email
• Set member roles and permissions
• Configure default access settings

Switching Between Workspaces

• Quick Switch

  Use the workspace selector in the top-left corner

• Keyboard Shortcut

  Press 'Cmd/Ctrl + K' and type workspace name

Workspace Management

Roles and Permissions

• Admin: Full control over workspace settings
• Member: Can view and contribute content
• Guest: Limited access to specific resources

Settings and Customization

• Workspace name and branding
• Default privacy settings
• Integration configurations
• Billing management

Basic Account Management

Profile Settings

• Update personal information
• Manage notification preferences
• Set language and timezone

Security

• Password management
• Two-factor authentication
• Session management

Warning: Remember to log out when accessing BuildBetter from shared devices

Best Practices

Workspace Organization

• Use clear naming conventions
• Set appropriate privacy defaults
• Regularly review member access

Team Management

• Assign proper roles
• Document workspace guidelines
• Keep member list updated

Security

• Enable 2FA for all admins
• Regular security audits
• Monitor access logs

Note: Free tier users are limited to one workspace. Upgrade to a paid plan for unlimited workspaces and additional features.