Skip to main content
A workspace is your team’s central hub in Trilo. It contains all your projects, resources, and team members. Most teams have one workspace, but you can create multiple for different organizations or purposes.

​
What is a Workspace?

A workspace is the top-level container in Trilo that holds:
  • Areas: High-level organizational categories
  • Projects: Where your actual work happens
  • Members: Everyone who has access
  • Settings: Configuration for the entire workspace

​
Creating Your First Workspace

​
During Sign Up

When you sign up for Trilo:
1

Create your account

Sign up with email or Google.
2

Name your workspace

Enter a name that represents your team or organization.
3

Set your URL

Choose a unique URL for your workspace (e.g., acme for acme.trilo.app).
4

Complete setup

Add a logo and invite initial team members (optional).

​
Creating Additional Workspaces

If you need another workspace:
1

Open workspace switcher

Click your workspace name in the sidebar.
2

Click Create workspace

Select Create new workspace from the menu.
3

Configure

Enter name, URL, and settings for the new workspace.
4

Finish

Your new workspace is ready to use.

​
Workspace Settings

​
Basic Information

SettingDescription
NameYour workspace’s display name
URLThe unique identifier in your workspace URL
LogoVisual branding for your workspace
DescriptionOptional description of the workspace

​
Configuring Settings

1

Go to Settings

Click Settings in the sidebar.
2

Select Workspace

Navigate to Workspace Settings or General.
3

Make changes

Update any settings you need to change.
4

Save

Click Save to apply changes.

​
Changing Workspace Name

  1. Go to Settings > Workspace
  2. Edit the Name field
  3. Save changes
The new name appears everywhere immediately.

​
Changing Workspace URL

Changing your workspace URL will break existing links. Share the new URL with your team after changing.
  1. Go to Settings > Workspace
  2. Edit the URL field
  3. Ensure the new URL is available
  4. Save changes
Brand your workspace with a logo:
  1. Go to Settings > Workspace
  2. Click on the logo area
  3. Upload an image (recommended: square, at least 200x200 pixels)
  4. Save changes
The logo appears in:
  • Sidebar header
  • Workspace switcher
  • Email notifications

​
When to Create Multiple Workspaces

​
One Workspace (Most Common)

Most teams should use one workspace:
  • Single team or organization
  • Unified communication
  • Easier member management
  • Consistent settings

​
Multiple Workspaces

Consider separate workspaces for:
  • Different organizations: Completely separate businesses
  • Clients: Agency managing different client accounts
  • Personal vs. work: Keep personal projects separate
  • Different departments: When complete separation is needed
Areas and projects within a single workspace usually provide enough organization without needing multiple workspaces.

​
Switching Between Workspaces

If you belong to multiple workspaces:
1

Click workspace name

Find the workspace name in the top of the sidebar.
2

View all workspaces

See a list of all workspaces you belong to.
3

Select workspace

Click on the workspace you want to switch to.

​
Quick Switch

Use keyboard shortcut Cmd/Ctrl + K and type the workspace name to switch quickly.

​
Workspace Members

​
Adding Members

Invite team members to your workspace:
  1. Go to Settings > Members
  2. Click Invite
  3. Enter email addresses
  4. Select role (Admin, Member, Guest)
  5. Send invitations

​
Member Roles

RoleCapabilities
OwnerFull control, including billing and deletion
AdminManage members, settings, and all content
MemberCreate and edit content in accessible projects
GuestLimited access to specific projects

Roles & Permissions

Learn more about roles and permissions.

​
Workspace Limits

​
Free Plan

  • Limited members
  • Core features available
  • Basic storage
  • More members
  • Advanced features
  • More storage
  • Priority support
Check Settings > Billing for current plan details and upgrade options.

​
Archiving a Workspace

If you no longer need a workspace but want to preserve its data:
  1. Go to Settings > Workspace
  2. Find Archive workspace
  3. Confirm the action
Archived workspaces:
  • Are hidden from the workspace list
  • Preserve all data
  • Can be restored later
  • Don’t count toward limits

​
Deleting a Workspace

Deleting a workspace is permanent and cannot be undone. All data, projects, and resources will be lost.
To delete a workspace:
  1. Go to Settings > Workspace
  2. Scroll to Danger Zone
  3. Click Delete workspace
  4. Confirm by typing the workspace name
  5. Complete deletion
Only workspace owners can delete workspaces.

​
Best Practices

Pick a name that’s easily recognizable. Usually your company or team name works well.
Your workspace URL appears in shared links. Choose something clean and professional.
Don’t create multiple workspaces unless you have a specific need. Start simple and add complexity later.

​
Next Steps

Areas & Projects

Learn how to organize within your workspace.

Invite Members

Add your team to the workspace.