You can have one Cheqroom account for your entire organization and link multiple teams or business units with Cheqroom Workspaces.
đĄ 3 workspaces are included in our Business Premium and Academic Premium plans. If you want to add more workspaces, donât hesitate to contact support or your account manager.
Workspaces settings
Billing: You have an overview of your plan usage. How many workspaces do you have and use? Whatâs your total item quota, and how much has been used?
Manage workspaces: here, you can add, edit, or delete a workspace. You have an overview of item quotas, users, and locations.
Account owners: in this section, you manage users that are account owners
Navigation: If you have the permissions, you can quickly move from one workspace to another using the top button in your navigation bar.
How to create a new workspace
Go to Settings and select Manage account.
Scroll down until Manage Workspaces
Under the Manage Workspaces category, click on Add workspace
Choose the name of the workspace
Set the item limit, and hit Add workspace
Do you already have multiple Cheqroom accounts and want to link them to one organization plan? Feel free to contact your Customer Success Manager to help you manage this transition.
How to edit your workspaces
How do you update the item limit or the name of your workspaces?
In Settings, go to Manage account.
Scroll down until you find the workspace you would like to edit
Click on the three dots next to the workspaceâs name
Choose Edit workspace
Update the information and click on Save changes
â No more items left in your plan? Upgrade your plan to increase the item quota. If you need help with it, weâll be happy to help.
How to remove a workspace?
â ď¸ The deletion of a workspace is permanent and cannot be undone.
In Settings, choose Manage account
Find the workspace you would like to delete
Click on the three dots next to the workspaceâs name
Choose Delete workspace
Type the name of the workspace to confirm the deletion
Click on Delete workspace
How do you manage the account owners?
đ Making someone an account owner for your organization will also give them account owner permissions for all workspaces in your organization.
An account owner can manage workspaces, billing details, and access the different workspaces. Before someone can become an account owner for your organization, they need to have a user in at least one of the workspaces in your organization.
If you need to invite a new account owner, you can follow these steps:
Go to the settings, and click on Manage account
Locate the Account Admins category
Select Add account owner to invite a new account owner
Fill in their email address, and click on Add
Navigate between your workspaces
During login, you can select the workspace you would like to access:
Follow the steps to log in
After filling in your password, select the workspace
If you are already logged in, you can navigate to another workspace easily:
At the top left corner, click on the workspaceâs name
When the drop-down menu is displayed, select the workspace you want to access
đ¨ Due to a permissions check, you must re-enter your password for every workspace. Once youâre logged in, you can switch seamlessly between workspaces.
How to join a workspace that is not shown in my workspace drop-down
On the top left corner of your workspace, you can see every workspace for which you have a user and permission to use. If you want to join another workspace, you should ask an admin of that specific workspace to invite you to the additional workspace. If the workspace you want to join has SSO configured, you donât need an admin invite. In this case, you can click the âFind workspacesâ option in the drop-down.
