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.