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Creating a workspace

A workspace is a team-scoped collaboration space. Conversations, uploaded files, and AI memory inside a workspace are visible to its members, and the files are automatically indexed into a shared RAG context — anything the team uploads becomes searchable from chat.

One workspace = one auto-managed RAG context. Files added to the workspace are indexed; files removed are de-indexed.

Goal​

You finish this page with a new workspace created, named, and ready to invite members to.

Prerequisites​

  • You're logged in.
  • Your account has the create workspaces permission. If the + New Workspace button is hidden, ask your admin.

Steps​

1. Open Workspaces​

Hover the menu (≡) and click Workspaces. You'll see one card per workspace you belong to.

Workspaces list view

Each card shows the workspace name, a description, and three counts: chats, files, members.

2. Create the workspace​

Click + New Workspace in the top-right. QRY asks for:

  • Name — appears in the card and in the workspace selector.
  • Description (optional) — shown on the card and in the workspace header.
  • Storage backend — where workspace files live. Options: local, S3, GCS. Pick whichever your tenant has configured. If unsure, leave the default.

Click Create and QRY opens the new workspace.

3. Invite members​

Open the workspace's settings and add team members by email. Each member gets one of: viewer, editor, or admin.

A member added to the workspace can:

  • See all conversations and files in the workspace.
  • Use the workspace's RAG context from chat.

Workspace membership does not grant access to the underlying datasources — RBAC at the datasource level is checked separately at query time. A workspace member who isn't granted a datasource will see workspace files but won't be able to query against that datasource.

4. Set a default datasource (optional)​

In workspace settings, you can pin a default datasource. New conversations created inside the workspace pre-select that datasource, saving everyone a click.

Result​

A workspace card visible to you (and to anyone you've invited) on the Workspaces list, ready to receive conversations and files.

Common issues​

The "+ New Workspace" button isn't visible. Your account doesn't have the create workspaces permission. Contact an admin.

A teammate I invited can't query the data. Workspace membership ≠ datasource access. The teammate needs a separate RBAC grant for the datasource — see Connecting databases.

Files don't appear in chat as context. RAG indexing is asynchronous. After upload, indexing typically completes within seconds; for very large files it can take a minute. The file shows a Indexing badge while it's in progress.

See also​

QRYA product of IXEN.