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A workspace is where your team does its work in Opus. Think of it like a shared folder for your team—everything inside (workflows, jobs, reviews) belongs to that team, and you control who can access it.

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What Can You Do With A Workspace?

Keep Things Organized

All your workflows, jobs, and reviews live in one place.

Work Together

Invite teammates and decide who can build, run, or review.

Track What's Running

See job history, results, and status all in one place.

Manage Reviews

Route review tasks to the right people and track progress.

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What’s Inside A Workspace?

Every workspace contains:
  • Workflows — Your automation blueprints
  • Jobs — Runs of those workflows
  • Reviews — Items waiting for human approval
  • Members — Your team
  • Settings — Name, icon, and description

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Team Roles

Everyone in a workspace has a role that determines what they can do:
RoleWhat They Can Do
AdminEverything—build workflows, run jobs, manage the team, change settings
BuilderCreate and edit workflows, run jobs
OperatorRun jobs and see results (can’t edit workflows)
ReviewerOnly see and complete review tasks assigned to them

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What Each Role Can Do

Admins have full control:
  • Create, edit, and delete workflows
  • Run jobs and see all results
  • Invite people and change their roles
  • Access all reviews
Builders create and run workflows:
  • Create and edit workflows
  • Run jobs and see results
  • Complete reviews
  • Can’t invite people or change settings
Operators run workflows others have built:
  • See workflows (but not edit them)
  • Run jobs and see results
  • Complete reviews
  • Can’t create workflows or manage the team
Reviewers handle approval tasks:
  • See workflows related to their reviews
  • Complete review tasks assigned to them
  • Can’t run jobs or edit anything

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Adding People To Your Workspace

1

Go to workspace settings

Click Workspace Settings → Members from your workspace.
2

Invite people

Click Invite Members and enter their email addresses. You can invite multiple people at once.
3

Pick their role

Choose Admin, Builder, Operator, or Reviewer for each person.
4

Set up review access (for Reviewers)

If you’re adding Reviewers, choose which review queues they can see.
5

Send the invites

Click send and track who’s accepted in your members list.
Inviting a whole team? Use bulk invitations—everyone gets the same role, and you can adjust individually later.

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Changing Someone’s Access

Admins can:
  • Change anyone’s role
  • Update which reviews someone can see
  • Remove people from the workspace
Every change is logged so you can see who did what.

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Customizing Your Workspace

Make your workspace easy to find in Workspace Settings → Profile:
SettingWhat It Does
NameWhat your workspace is called
IconA visual marker to spot it quickly
DescriptionA short explanation of what this workspace is for
TagsKeywords to help people find it
Good names and descriptions help people find the right workspace fast—especially when your organization has lots of them.

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Ways To Organize Workspaces

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By Business Area

  • Finance Workspace: Invoicing, expense reports, financial automation
  • Compliance Workspace: KYC checks, regulatory workflows
  • Operations Workspace: Internal processes, HR automation
  • QA Workspace: Testing and quality checks

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By Team

  • Each team gets their own workspace
  • Team leads are Admins
  • Team members are Builders or Operators
  • Stakeholders are Reviewers

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By Stage

  • Development Workspace: For testing and building
  • Production Workspace: For live workflows with real data
If you use sub-workflows (workflows that call other workflows), they all need to be in the same workspace. Keep this in mind when planning your setup.

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Tips For Running Your Workspace

  • Organize by team or business area—whatever makes sense for you
  • Remember that sub-workflows need to live together
  • Balance keeping things separate vs. making collaboration easy
  • Admins: Team leads, people who own the workflows
  • Builders: Developers, automation specialists
  • Operators: Business users who just need to run things
  • Reviewers: Approvers, QA, compliance folks

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Day-To-Day Tips

  1. Name things clearly — Future you will thank you
  2. Check job history — See what’s working and what’s failing
  3. Review access regularly — Remove people who don’t need it anymore

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How Workspaces Fit Into Organizations

Workspaces live inside your organization and inherit some things automatically:
  • Policies: Review settings and workflow rules
  • Features: What’s available based on your plan
This setup lets your company set the rules while giving teams freedom to work their way. 
Organization (company-wide settings and billing)
    └── Workspace A (Team Alpha)
    └── Workspace B (Team Beta)
    └── Workspace C (Shared automations)

Organization

Company-wide settings that workspaces inherit.

Workflows

Build automations for your workspace.

Jobs

Run workflows and see results.

Builder

The visual editor for creating workflows.