Workspaces

Workspaces in Syncmate are the primary way to organize and manage your workflows, team members, and Webflow site connections. Each workspace provides isolated access to workflows, team collaboration features, and connected Webflow sites.

Understanding Workspaces

A workspace serves as the main grouping mechanism in Syncmate and includes:

  • Team management - Invite and manage team members with different roles

  • Workflow organization - All workflows belong to and are scoped within a workspace

  • Webflow site connections - Connect and manage multiple Webflow sites within the workspace

  • Access control - Control who can view, edit, or execute workflows

  • Environment isolation - Separate environment variables, execution history, and settings

Default Workspace

When you first sign up and connect Syncmate to Webflow, a "Default Workspace" is automatically created for you. This provides immediate access to workflow creation and management.

Creating Workspaces

You can create additional workspaces to separate different projects, clients, or environments:

  1. Click the workspace selector in the left sidebar

  2. Select "Create Workspace" from the dropdown

  3. Enter a descriptive name for your workspace

  4. Click "Create your workspace"

Each workspace maintains completely separate:

  • Workflow libraries

  • Team member access

  • Webflow site connections

  • Environment variables

  • Execution history

Switching Between Workspaces

If you have access to multiple workspaces, you can switch between them using the workspace selector in the left sidebar. The selector displays:

  • Your current workspace name (or "Select a workspace" if none selected)

  • List of all workspaces you have access to

  • Option to create new workspaces

When you switch workspaces, you'll see only the workflows, team members, and settings specific to that workspace.

Workspace Roles

Team members within workspaces have specific roles that determine their permissions:

Owner

  • Full access to all workspace features

  • Can manage all team members and their roles

  • Can delete the workspace

  • Can create and manage Webflow site connections

  • Access to all workflow operations

Admin

  • Can create, edit, and delete workflows

  • Can invite and manage team members (except other admins/owners)

  • Can configure workspace settings

  • Can view all execution history and logs

  • Access to environment variable management

Developer

  • Can create, edit, and execute workflows

  • Can view execution history for accessible workflows

  • Limited team member management capabilities

  • Can access non-sensitive environment variables

User

  • Can execute existing workflows

  • Can view workflow execution results

  • Limited access to workflow editing

  • Cannot manage team members or workspace settings

Guest

  • Read-only access to workflows

  • Can view execution history and logs

  • Cannot create, edit, or execute workflows

  • Cannot access environment variables or team management

Webflow Site Integration

Workspaces can connect to one or more Webflow sites. Each Webflow site connection provides:

  • CMS access - Read and write data to/from Webflow CMS collections

  • Site-specific workflows - Create workflows that interact with specific site data

  • Isolated execution - Workflow actions execute within the context of the connected site

  • Permission inheritance - Access to site data is controlled through Webflow's API permissions

Managing Your Workspace

Setting up a workspace involves several key steps:

Team Access Management

  1. Invite team members through the Members section

  2. Assign appropriate roles based on responsibilities

Workspace Configuration

  1. Connect Webflow sites that your workspace will interact with

  2. Configure environment variables for workflow integrations

Best Practices

Workspace Structure

  • Separate by environment - Use different workspaces for staging and production

  • Client segregation - Create separate workspaces for different clients or projects

  • Team boundaries - Align workspaces with your team structure and access requirements

Access Management

  • Principle of least privilege - Grant only the minimum permissions needed

  • Regular access reviews - Periodically review who has access to your workspaces

  • Clear naming conventions - Use descriptive names that clearly identify the workspace purpose

Workflow Organization

  • Environment-specific workflows - Keep staging and production workflows in separate workspaces

  • Shared resources - Use workspace-level environment variables for commonly used API keys and settings

  • Documentation - Maintain clear documentation about which workflows connect to which Webflow sites

Multiple Site Management

Within a single workspace, you can:

  • Connect multiple Webflow sites

  • Create workflows that interact with different sites

  • Manage site-specific environment variables

  • Control access to different sites through team member roles

This allows for flexible workflow management while maintaining proper access control and organization.

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