Organisation workspaces

A workspace contains everything for your organisation: your Content Vault, all your Tender Responses projects, your team members, notifications, and billing. When you switch workspace, everything in the app updates to show only that workspace's content.

UpliftRFP is designed around organisation workspaces rather than individual accounts — all meaningful work happens inside a shared team workspace.

Switching between workspaces

• Find the workspace switcher at the top of the left-hand sidebar.
• Click it to see the workspaces you belong to, then click the one you want.
• If something looks missing — a project, a document, a team member — always check you are in the right workspace first. This is the most common cause of things appearing to disappear.

Creating an additional workspace

• Organisation administrators can create an additional workspace from Settings → Workspaces. This is typically used for separate business units or subsidiaries.
• Once created, switch into the new workspace and invite your team members from Settings → Team Management.
• New workspaces start empty — nothing is shared between workspaces automatically.

Inviting and managing team members

• Only organisation administrators can invite others. Go to Settings → Team Management while in the relevant workspace.
• Enter each person's email address and send the invitation. They will receive an email prompting them to accept.
• If someone has not received their invitation, ask them to check their spam folder. Removing and re-adding them sends a fresh email.
• You can change member roles or remove members from the same Team Management page. Role changes take effect immediately.

What is and is not shared across the workspace

• Shared: Content Vault documents, Tender Responses projects, Tender Intelligence QA results, Tasks, comments, activity logs, team assignments, and dashboards.
• Personal (not shared): your profile settings, display name, avatar, and notification preferences — these follow you across any workspace you belong to.
• Billing is managed per workspace by the organisation administrator under Settings → Billing.
• If you are on a plan with seat limits, adding members beyond the limit may prompt an upgrade.