Workspaces

A workspace is the isolation boundary your connections, profiles, and members live inside. Everything you do in the dashboard happens in the context of one workspace. It sits inside a wider model of four objects, stacked from billing down to the endpoint your AI client uses.

The four objects

Object	What it is	Example
Account	The thing that pays and is administered. Can be a single business or an agency umbrella.	"Bright Sparks Pty Ltd"
Workspace	The isolation boundary. Connections and data live inside one workspace.	"Bright Sparks"
Connection	One authorised vendor organisation.	Your accounting org
Profile	A named endpoint that pins a connection and a tool set, shared with specific members.	"Front desk"

An account can administer many workspaces (that is the agency model), but on most plans an account has exactly one. Multi-workspace is a plan feature, not a different kind of account.

They nest. Each box below sits inside the one around it, and the isolation people care about is the workspace border: nothing inside one workspace can reach into another, even when the same account pays for both.

flowchart LR

    subgraph ACC["Account, pays and administers"]

      subgraph W1["Workspace: Bright Sparks"]

        C1["Connection<br/>Xero org"] --> P1["Profile: Front desk<br/><b>an endpoint URL</b>"]

        C2["Connection<br/>HubSpot"] --> P1

      end

      subgraph W2["Workspace: Northside Plumbing"]

        C3["Connection<br/>their Xero org"] --> P2["Profile: Bookkeeping<br/><b>an endpoint URL</b>"]

      end

    end

    P1 --> AI1(["An AI client"])

    P2 --> AI2(["An AI client"])

 

    class P1,P2 accent

An agency looks exactly like this: one account, one workspace per client, no path between them. A profile is the only thing that becomes a URL, which is why the endpoint is the last box rather than the first.

Switch workspace

The workspace switcher sits at the top of the sidebar. Open it to see every workspace your account can reach and select one to move into it. The dashboard remembers the last workspace you were in and returns you there next time you sign in.

Note

Switching workspace changes what you see everywhere at once: the connectors, profiles, and members are all scoped to the workspace you are currently in.

The switcher lists what your memberships actually reach. Someone invited into your account as a whole sees every workspace on it, including ones you create later. Someone invited into a single workspace sees only that one. You choose which at invite time, see Invite a teammate.

Create a workspace

Open the switcher and choose Create a workspace.
Give it a name. The name is for you: it never appears in your endpoint URLs. FloConnector mints a random slug for the workspace, and that is what sits in the endpoint. You can rename the workspace later without breaking anything.
The workspace is created and you land in it, ready to add connections.

Multiple workspaces is a plan feature

On most plans an account has a single workspace. Running several workspaces under one account (the agency model) is unlocked by the Scale plan. See Plans and usage.

Rename a workspace

Rename a workspace from Settings → Account. The name changes immediately. Existing profile endpoints keep working; only the display name is affected.