Workspace Basics

Workspace Basics

Understand how workspaces work and how to manage yours.

What is a Workspace?

A workspace is your dedicated area in Sept-Marianne. It contains:

• All your forms
• Team members
• Tasks and projects
• Clients and data
• Settings and preferences

Your Workspace Dashboard

When you log in, you see your workspace dashboard with:

• Recent Activity: Latest submissions, completed tasks
• Quick Stats: Forms, submissions, team members
• Navigation Menu: Easy access to all features

Accessing Workspace Settings

Go to Settings

Click Workspace → Settings (or your workspace name) from the sidebar.

Update Workspace Info

Change your workspace:

• Name
• Description
• Logo or branding
• Default timezone

Multiple Workspaces

If you have multiple workspaces:

• Click your workspace name in the top left to switch
• Each workspace is completely separate
• Use different workspaces for different projects or clients

Workspace Best Practices

• Use clear workspace names
• Invite appropriate team members only
• Keep workspace settings up to date
• Archive old projects and data regularly