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

Creating a Workspace

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

How to create one

  1. Open Settings → Workspace in the sidebar.
  2. Click Add New Workspace.
  3. Fill in the required fields:
FieldDetails
NameHuman-readable label for the workspace
RegionWhere your data is stored. Choose the region closest to your team.

Available regions

Region IDLocation
ap-south-1Asia Pacific (India)
eu-central-1Europe (Frankfurt)
us-central-1United States (Central)
Important: Region cannot be changed after the workspace is created. Choose carefully.
Your email domain is automatically used to pre-fill the workspace domain. You become the Owner of any workspace you create.

Configuring Your Workspace

Navigate to Settings → Workspace to edit your workspace profile. Changes are saved explicitly — click Save Changes when done.

Permissions required

Only users with Admin or Owner role can edit workspace settings.

Inviting Team Members

Navigate to Settings → Team Members and click Invite Members.

What you can configure per invite

You can invite multiple people in a single batch. For each invitee, set:

Role

Controls what actions they can take across the workspace (see Roles & Permissions).
  • Viewer
  • Editor
  • Admin

Feature access

Restrict which Supaboard features they can use:
Feature keyWhat it unlocks
dashboardBuild and view dashboards
stellaUse Ask Stella (AI chat)
query_builderUse the query builder
data_viewAccess data sources
Leave set to All features to give unrestricted feature access within their role.

Resource access

Optionally limit which data source connections the user can query. Set to All resources (default) or select specific ones.

Validation rules

  • Work email addresses only — personal domains (Gmail, Hotmail, Yahoo, etc.) are blocked.
  • Duplicate emails in a batch are flagged before sending.
  • Users who are already workspace members are detected and skipped.
Once sent, each invitee receives a link. You can copy the invite link or resend it from the team member table while their status is Invited.

Managing Team Members

The team members table (Settings → Team Members) lists everyone in the workspace with the following columns:
ColumnDescription
Name / EmailAvatar, display name, and email address
RoleCurrent workspace role
Resource AccessNumber of data sources the user can query
Feature AccessNumber of features enabled
JoinedDate they joined the workspace
ActionsContext menu of available actions

Filtering & sorting

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

Available actions per member

ActionWho can perform itNotes
Copy invite linkOwner / AdminAvailable while status is Invited
Resend inviteOwner / AdminSends a fresh email to the invitee
Transfer ownershipOwner onlyTarget must hold the Admin role
Remove memberOwner onlyCannot remove yourself or the current owner

Transferring ownership

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

Removing a member

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

Roles & Permissions

Supaboard uses a four-tier role hierarchy. Higher roles include all permissions of lower roles.
RoleReadCreate / EditDeleteManage membersWorkspace settings
Viewer
Editor
Admin
Owner✓ + billing & deletion

Role assignment rules

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

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.
FeatureWhat it controls
DashboardCreating and viewing dashboards
StellaAI chat and natural-language queries
Query BuilderBuilding and running custom queries
Data ViewBrowsing and managing data source connections
Only the Owner can modify a user’s feature access.
Set to All features (default) to grant full feature access. Restrict individual features when, for example, you want a user to view dashboards but not chat with Stella or browse raw data.

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 in the workspace.
  • Specific resources — the user can only query the data sources explicitly listed.
This is useful when you have sensitive databases (e.g. production financials) that should only be accessible to a subset of the team, even if those users hold an Admin role.
Only the Owner can modify a user’s resource access.

Workspace Invites

When another workspace owner invites you, the invitation appears under Settings → Workspace Invites.

What you’ll see

  • The name of the workspace you’ve been invited to.
  • An Accept button to join.
Accepting the invite activates your membership and switches your active workspace to the one you just joined.

Usage Analytics

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

Top-level KPIs

MetricWhat it counts
Dashboards createdTotal dashboards created in the workspace
Prompts usedTotal AI (Stella) queries sent
Queries executedTotal data queries run
Data sources accessedDistinct data sources queried

Filters

  • Date range — presets: 1 day, 7 days, 30 days, monthly, 1 year; or pick a custom range.
  • User — view usage for all members or drill into a specific person.

Charts

  • Prompt usage over time — line chart showing daily Stella query volume.
  • Prompt usage heatmap — a heat map broken down by day of week and hour of day, showing when your team queries most.

Leaderboard

A ranked table of members by prompt activity:
ColumnDescription
RankOrdered by prompt count
UserAvatar and name
PromptsTotal AI queries sent
DashboardsDashboards created
Data SourcesData sources accessed
Expand any row to view that user’s full prompt history. You can also export prompt history as CSV for deeper analysis.

Plans & Billing

Settings → Plan & Billing manages your workspace subscription. Your current plan card shows: plan name, price, days remaining, a progress bar, and next renewal date. To know more about plans: Click here

Billing management

From the Plan & Billing page you can:
  • View billing email and legal organisation name — the details used on invoices.
  • See next payment amount and date.
  • Update payment method — change the card on file (last 4 digits shown).
  • Manage billing address — update the legal address used on invoices.
  • View and download invoices — full invoice history with PDF download per invoice.
  • Cancel subscription — triggers a confirmation modal with cancellation date shown. Access continues until the end of the billing period.
  • Upgrade — jump directly to plan selection and generate a payment link.
Billing is managed at the workspace level, not the user level. Only the Owner can access billing settings.

Switching Workspaces

If you belong to multiple workspaces, switch between them directly from the sidebar. Click your current workspace name to open the workspace switcher, then select any workspace you’re a member of. The switch is instant — all data, dashboards, agents, and settings shown in the UI update to reflect the selected workspace.

Quick reference: Settings navigation

PathWhat you manage
Settings → WorkspaceWorkspace profile, name, logo, colour, region
Settings → Team MembersInvite, manage, and remove members; assign roles and access
Settings → Workspace InvitesAccept pending invitations from other workspaces
Settings → UsageMonitor AI and query usage across the team
Settings → Plan & BillingSubscription, invoices, payment method, billing address
Settings → ConnectionsData source connections (see Data Sources docs)
Settings → Mini-BoardEmbedded board configuration (see Mini-Board docs)

Permissions at a glance

ActionViewerEditorAdminOwner
View workspace settings
Edit workspace settings
Invite team members
Change member roles
Change feature access
Change resource access
Remove members
Transfer ownership
Manage billing
View usage analytics
Last modified on March 11, 2026