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A workspace is your company. Projects, clients, members, and settings all belong to one, and nothing crosses between workspaces.

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Workspace roles

Set under Settings → Members.

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Project roles

Workspace role is only half the picture. Someone is also given a role per project, which is what actually decides whether they see a project at all.
Workspace owners and admins can see every project. Everyone else sees only the projects they’re a member of — which is also what limits what reports, search, and connected AI tools can surface for them.
You can define your own project roles under Settings → Roles if these don’t match how your team works.

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Inviting people

Settings → Members → Invite. They receive an email; the invitation carries the workspace role you picked. Add them to projects afterwards, or invite them straight onto a project from the project’s own members tab.

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Clients and external people

Clients don’t need a full seat. Depending on the modules you have on, you can share a read-only client portal link, or invite someone as an external member limited to specific projects. See Clients.

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Workspace settings worth setting early

Settings → General. Business-hours calculations — including SLA deadlines — are interpreted in this zone, so set it before configuring SLAs. It’s suggested from your browser but isn’t saved until you confirm.
The link your team uses to jump straight to this workspace.
Settings → Statuses / Types. Rename, recolor, and reorder the built-in task statuses, or add your own. See Tasks.
Optionally let people signing up with a teammate’s email domain find and request to join, instead of waiting for an invitation.