A Workspace is your organisation’s private environment inside Supaboard. Every resource you create — dashboards, data sources, agents, automations, datasites, team members — belongs to a single workspace. You can be a member of multiple workspaces and switch between them at any time.

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Creating a Workspace

You can create as many workspaces as you need — for example, one per product, client, or environment.

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How to create one

1. Click your workspace name at the top of the sidebar to open the workspace menu.
2. Choose Switch Workspace, then New Workspace.
3. Enter a Workspace Name in the Create New Workspace dialog and confirm.

That is the whole form — name only. You become the Owner of any workspace you create.

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Regions

New workspaces are provisioned in North America (us-central-1). The region is shown, read-only, on the workspace settings page. Supaboard also operates Asia (ap-south-1) and Europe (eu-central-1) regions; if you need one of those, talk to your account manager before creating the workspace.

Region cannot be changed after a workspace is created.

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Configuring Your Workspace

Navigate to Settings → Workspace. Your workspace image is uploaded from a separate section on the same page.

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Requiring two-factor authentication

Require two-factor authentication — “Require members to enable MFA to access this workspace.” Turning this on is itself protected: you are asked for a 6-digit code from your authenticator app to confirm the change. Once on, every member must set up MFA before they can access the workspace. Members below Admin see the setting as a read-only line: “Mfa has been enabled by your system admin/owner”.

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Permissions required

Only Admin or Owner can edit workspace settings.

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Inviting Team Members

Navigate to Settings → Team Members and click Invite Members. You can invite several people in one batch.

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What you configure per invite

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Role

Controls what actions they can take across the workspace — see Roles and permissions. Options are Viewer, Editor, and Admin.

Editors and Admins consume a billable seat; Viewers are free. The invite form shows the cost per row before you send — see Seats and billing.

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Which features they can use

Restrict which parts of Supaboard they can use. Leave it on All features for unrestricted access within their role. See Feature Access for how this interacts with roles. The picker shows All features when nothing is restricted, or N features when it is.

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Resource access

Optionally limit which data source connections the user can query. All resources (default), or pick specific ones.

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Validation rules

• Work email addresses only. Personal domains (Gmail, Hotmail, and similar) are rejected with “Use a work email.”
• Duplicate emails within a batch are flagged before sending.
• People who are already members are detected and skipped.

Once sent, each invitee receives a link. While their status is Invited you can copy the invite link or resend it from the team member table.

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Managing Team Members

The team members table (Settings → Team Members) lists everyone in the workspace.

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Filtering and sorting

• Search by name or email
• Sort by username or role, ascending or descending
• Members are grouped by status: Active, Invited, Deactivated

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Available actions per member

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Changing a role

Only the Owner can change roles, and you cannot change your own or the Owner’s. Promoting a Viewer to Editor or Admin makes them billable. Before the change is applied you see a confirmation:

You are about to upgrade {name} from viewer to editor. {name} becomes billable and you will be charged for the same.

Confirming charges your saved payment method for the prorated remainder of the current cycle, with a Processing payment step while it completes. Demoting someone back to Viewer does not charge.

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Transferring ownership

Ownership can be handed to any current Admin. A confirmation is required. After the transfer, the previous owner becomes an Admin.

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Removing a member

Removed members lose all access immediately. Their contributions — dashboards, queries, automations — remain. You cannot remove the workspace owner or yourself.

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Roles and Permissions

Supaboard uses an ordinal role hierarchy — each role includes everything below it — plus an Unassigned state that grants nothing.

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Role assignment rules

• Only the Owner can change member roles
• You cannot change your own role
• You cannot change the Owner’s role

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Feature Access

Feature access is a per-user toggle that sits on top of the role system. Even an Editor can be blocked from specific features. The eight flags are listed under Which features they can use above, and they can be changed afterwards from the Team Members table.

Only the Owner can modify a user’s feature access.

Restrict individual features when, for example, you want someone to view dashboards but not chat with an agent or browse raw data. Feature access and role combine: a Viewer with the Ask Analysts flag can read conversations, but sending a message needs Editor.

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Resource Access

Resource access limits which data source connections a user is allowed to query. This is independent of their role.

• All resources (default) — the user can query any connected data source
• Specific resources — only the sources explicitly listed

Useful when you have sensitive databases (production financials, say) that should reach only part of the team, even among Admins.

Only the Owner can modify a user’s resource access.

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Workspace Invites

When another workspace owner invites you, the invitation appears in the settings sidebar under Profile Settings, below your profile entry.

• The name of the workspace you’ve been invited to
• An Accept button to join

Accepting activates your membership and switches your active workspace to the one you just joined.

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Usage Analytics

Settings → Usage gives a live view of how the team is using Supaboard.

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Top-level KPIs

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Filters

• Date range — presets of 1 day, 7 days, 30 days, monthly, 1 year; or a custom range
• User — all members, or drill into one person

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Charts

• Prompt usage over time — daily AI query volume
• Prompt usage heatmap — by day of week and hour of day, showing when your team queries most

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Leaderboard

A ranked table of members by prompt activity: Expand any row for that user’s full prompt history, or export prompt history as CSV.

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Seats and Billing

Settings → Plans and Billings manages your workspace subscription.

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Seat-based pricing

You pay per billable seat. A seat is billable when a member is active and holds Editor, Admin, or Owner. Viewers are free and never count against your seat total. Your current plan card shows the arithmetic directly:

$X**/seat × **N seats** = **$Y/month Next renewal: {date}

While a change is settling you’ll see a Plan change in progress… or Adding seat… chip on the same card.

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What a role change costs

Promotions are prorated mid-cycle, and you always see the number before you commit: Nothing is charged when you send an invite — each person is charged, and re-prorated, at the moment they accept. Promotions are not billable while you are on a trial or on a negotiated plan.

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Trials

New workspaces start on a 14-day free trial. The current plan card counts down the days remaining.

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Billing management

From Plans and Billings you can:

• View billing email and legal organisation name — the details used on invoices
• See the next payment amount and date
• Update payment method — change the card on file (last 4 digits shown)
• Manage billing address — the legal address used on invoices
• View and download invoices — full history with a PDF per invoice
• Cancel subscription — a confirmation shows the cancellation date; access continues to the end of the billing period
• Upgrade — jump to plan selection and generate a payment link

For plan tiers and prices, see pricing.

Billing is managed at the workspace level, not per user. Only the Owner can access billing settings.

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Switching Workspaces

If you belong to multiple workspaces, click your workspace name in the sidebar → Switch Workspace, then pick one. Switching is not an in-place update. Supaboard clears its local caches and reloads the application on the new workspace, landing you on Ask Analysts.

If you have background tasks running — a generating dashboard, a running automation — you are warned first: “You have tasks running in the background. Changing Workspace will terminate them. Do you want to continue?” Let long-running work finish before you switch.

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Programmatic API Keys

Supaboard issues API keys for authenticating programmatic access.

There is no Settings screen for API keys yet. They are created and revoked through the Supaboard API. Save the key when it is issued — it cannot be retrieved again.

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The Command Palette

Press ⌘K (macOS) or Ctrl+K (Windows/Linux) anywhere in Supaboard to open the command palette. The sidebar also has a Search entry showing the same shortcut.

• Type to search across dashboards, conversations, queries, data sources, and agents
• Filter with the chip: All · Recents · Create New · Settings
• Results are grouped into Recents, New, Settings, and Results
• Navigate with the arrow keys, open with Enter, dismiss with Escape

Recently opened items are remembered per workspace. The palette only surfaces entity types you have feature access to.

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Quick reference: Settings navigation

Pending invitations from other workspaces appear under the Profile Settings heading, not under Workspace Settings.

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Permissions at a glance