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Short answer: Go to Settings → Workspaces, click Create workspace (or rename the default one), then invite teammates from Organization → Teams with the right role and assign them to the workspace.
A default workspace is created right after you set up your organization. You can rename it, add more (plan-permitting), and control who can access it.

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Before you start

  • You must have an Organization
  • Only the Owner or an Admin can create/rename workspaces and invite/remove users.

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How to create, name, and share access to a workspace

1

Create (or rename) your workspace

Open Settings → Workspaces.Click Create workspace, give it a clear name (e.g., “Client–Acme” or “Brand–EU Q4”), and save. If you prefer to reuse the default workspace, select it and click Rename.From the same screen, you’ll later assign specific users to this workspace.
Learn more: How to create, rename and delete workspaces in ShortPen
2

Invite collaborators to your Organization

Go to Organization → Teams and click Invite User.Enter their email and choose the initial role: Admin (broad management powers) or User (limited). You can change roles later from the same Teams view.
Learn more: Understanding roles and permissions in ShortPen
3

Grant workspace access

Return to Settings → Workspaces, open the workspace you just created/renamed, and assign the relevant users so they can work only where needed. This keeps projects clean and permissions tight.
4

Align naming and structure (Optional)

Follow the simple rule: one workspace = one project/client/brand.Use folders for structure and tags for cross-campaign labels once you start creating links.

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Why this setup works

Workspaces isolate links, QR codes, events, and analytics per project while still inheriting shared Organization resources (domains, pixels, team directory, analytics). It keeps activities separated without duplicating global settings.
Plan limits: The number of workspaces you can create may depend on your plan.

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FAQ

You might not have the right permission. Only Owners and Admins can create new workspaces. If you do have permission, you may have reached your plan’s workspace limit.
Make sure they accepted the email invite in Organization → Teams, and check that they’re assigned to the correct workspace under Settings → Workspaces.
Only Owners and Admins can edit roles. Keep in mind that the Owner cannot be removed or downgraded by Admins.
Learn more: Understanding roles and permissions in ShortPen