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How to Create a Workspace in Vaiz

Creating a workspace in Vaiz is the first step to start collaborating with your team. A workspace helps you organize your projects, add members, and manage access in one centralized space.

Follow the steps below to set up your workspace in just a few minutes.

Step 1: Accessing the Workspace Creation Page

After logging into Vaiz, look at the left-hand sidebar. At the top of the sidebar, you’ll see a dropdown with the name of your current workspace (or a prompt to create one if none exists).

  • Click on the workspace name or the dropdown arrow.
  • In the dropdown menu, select Create new space.

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Step 2: Starting a New Workspace

In the window that appears, enter the name of your workspace (e.g., Marketing Team, Client Project Alpha).

Click Create space once you're ready to proceed.

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Then click Switch to space to open your new space and start customizing it.

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Step 3: Inviting Team Members

To invite other members to your space, open the dropdown menu at the top of the sidebar again and select Team.

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In the window that appears, at the top you’ll see two options: Members and Groups.

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Option 1: Adding Members

  • Click Members if you want to invite individual users.
  • In the top-right corner of the opened window, click the Invite button.

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  • Enter the email addresses of the members you want to add, then click Add members.

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Option 2: Adding Groups

  • At the top of the page, switch to the Groups tab.
  • If no groups have been created yet, you will see a Create Group button in the center of the screen — click it.

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  • In the window that appears, enter the group name and an optional short description. Then click Create Group.

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  • Select the access role you need for the group and click Continue.

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  • Add the email addresses of the members you want to include, then click Add Members.

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Note: you can invite multiple members at once, or skip this step and invite people later from the workspace settings.

After you add members, you’ll see the Specify access rights screen. For each project listed, open the Role dropdown and choose a permission level:

  • Owner — unrestricted access to the group’s content and settings.
  • Manager — can add and remove members within the group (except Owners).
  • Member — can interact with content but cannot change group membership.
  • Guest — view-only access; cannot make changes.
  • No Access — no access within the group.

The selected role applies to all members of this group. When you’re done, click Continue.

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If you need to make any changes to the group:

  • Click Manage new Group, or
  • Return to it later from your workspace settings.

If everything looks correct, click Dismiss to finish.

Step 4: Workspace Created

Once your workspace is created, you will be automatically redirected to the workspace dashboard.

From here, you can:

  • Start creating documents and tasks.
  • Set up folders and projects.
  • Configure permissions and settings.

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Step 5: Switching Between Workspaces

If you have more than one workspace, switching between them is simple:

  • Click the workspace name in the top-left corner.
  • Select the workspace you want to switch to from the dropdown list.

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Additional Notes

  • You can create as many workspaces as you need — useful for separating clients, departments, or internal vs external projects.
  • Only workspace admins can edit workspace settings and manage members.
  • Each workspace has its own documents, folders, and permissions.

Conclusion

Congratulations! You have successfully created a new workspace in Vaiz. Workspaces help keep your projects organized and your team connected, giving you a central hub for collaboration.

If you run into any issues, check out our Help Center or reach out to support.