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Reports And Checks
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Workspaces And Collaboration
  • Personal Vs Business Workspace
  • Moving To A Business Workspace
  • Importing Personal Projects Into A Workspace
  • Working With Shared Projects
Billing And Support
  • Plans And Feature Access
  • Billing, Renewals, And Cancellations
  • Getting Support
Workspaces And Collaboration Guide step

Moving To A Business Workspace

Moving to Business is mostly about creating a shared workspace and deciding which work should stay private and which work should become team-owned.

What changes first

The first change is context, not projects. Your personal workspace remains in place. The Business workspace becomes a separate shared area with its own projects, members, roles, and billing state.

Creating the workspace does not automatically move your personal projects into it.

Set up the Business workspace

In the live app, Business starts from the billing and workspace flow. Once the Business workspace exists, it appears alongside your Personal Workspace in the workspaces area.

From there, the owner can open the workspace, review the billing state, and begin adding members if the team needs shared access.

Understand the billing split

Personal billing and Business workspace billing are separate. You can have one without the other, or you can have both at the same time. That separation is intentional.

It lets you keep private personal work while a business or team pays for the shared workspace independently.

Decide who owns the workspace

The owner role matters because workspace billing is owner-only, and wider workspace management depends on role. Admins can help manage shared access. Members can work inside the shared project area. Viewers can review shared content without the same editing rights.

Before you bring a team in, decide who should be owner, who should be admin, and who only needs working or viewing access.

Choose what should move into the shared space

Once the workspace exists, decide which projects genuinely belong there. Private experiments, drafts, or personal-only work may be better left in the personal workspace. Shared client, company, or team work is usually the better candidate for Business.

When a personal project should become team-owned, import it into the workspace rather than expecting it to move automatically.

What to do after the move

After the workspace is active, invite the right members, check the seat count, import the projects that belong in the shared space, and then recalculate imported versions so the workspace has its own stored results.

At that point, the day-to-day rule becomes simple. Personal work stays personal. Shared work happens in the Business workspace.

Good habit

Do not try to move everything into the workspace at once. It is usually easier to set up the workspace first, then bring in the small set of projects the team really needs.

Related help

Moving From Personal To A Business Workspace

See the help-centre reference version of the same transition.

How To Import Personal Projects Into A Workspace

Use this when you are ready to bring private projects into the shared space.

How Billing, Renewals, And Cancellations Work

Use this if the move also raises billing questions.

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