Workspaces & organisation switcher

A workspace is the top-level container for your Content Vault content and tender responses. Everything you see in the app (documents, projects, team members, billing) belongs to the workspace you are currently viewing.

You can have a personal workspace (just you) and one or more organisation workspaces (shared with colleagues). The active workspace is shown at the top of the left-hand sidebar.

Switching workspaces

• Find the workspace switcher at the top of the left-hand sidebar: it shows the name of your active workspace.
• Click it to see all workspaces you have access to, then click one to switch.
• After switching, the Content Vault, tender responses, and team data change to show only that workspace's content.
• If something looks missing (a project, a document, a team member), always check you are in the correct workspace first. This is the most common cause of 'missing' data.

Creating an organisation workspace

• Go to Settings → Workspaces and choose the option to create a new organisation.
• Give it a name that clearly identifies your company or team.
• Once created, switch to it using the workspace switcher so you are working inside it.
• Invite team members from Settings → Team Management once you are inside the organisation workspace.

Inviting and managing team members

• Only organisation admins can invite others. Go to Settings → Team Management while in the organisation workspace.
• Enter the email address of each person you want to add and send the invitation.
• Invitees receive an email prompting them to accept: they may need to create an account if they have not used UpliftRFP before.
• You can change member roles or remove members from the same Team Management area.
• If a colleague has not received their invitation, ask them to check their spam folder, or remove and re-add them to trigger a fresh email.

What is and is not shared across the workspace

• Shared: Content Vault documents, tender responses, project tasks, comments, activity logs, and team assignments.
• Not shared: Your personal profile settings, notification preferences, and any content in a separate personal workspace.
• Billing is per organisation workspace and is managed by the organisation admin under Settings → Billing.
• If you are on a plan with seat limits, adding members beyond the limit may prompt you to upgrade.