> ## Documentation Index
> Fetch the complete documentation index at: https://shortpen.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up your first workspace in ShortPen

> Set up your first workspace in ShortPen. Learn how to create or rename workspaces, invite teammates, assign roles, and organize projects with folders, tags, and analytics.

**Short answer:** Go to **Settings → Organization → Workspaces**, click **Create workspace** (or rename the default one), then invite teammates from **Settings → Organization → Teams** with the right role and assign them to the workspace.

> A default workspace is created right after you [set up your organization](/getting-started/create-account-and-organization). You can rename it, add more (plan-permitting), and control who can access it.

## Before you start

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

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

<Steps>
  <Step title="Create (or rename) your workspace" titleSize="p">
    Open **Settings → Organization → 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.

    <Info>
      **Learn more**: [How to create, rename and delete workspaces in ShortPen](/organization-management/workspace-settings)
    </Info>

    ***
  </Step>

  <Step title="Invite collaborators to your Organization" titleSize="p">
    Go to **Settings → 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.

    <Info>
      **Learn more**: [Understanding roles and permissions in ShortPen](/key-concepts/roles-and-permissions)
    </Info>

    ***
  </Step>

  <Step title="Grant workspace access" titleSize="p">
    Return to **Settings → Organization → 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.

    ***
  </Step>

  <Step title="Align naming and structure (Optional)" titleSize="p">
    Follow the simple rule: **one workspace = one project/client/brand**.

    Use [folders](/key-concepts/folders-overview) for structure and [tags](/key-concepts/tags-overview) for cross-campaign labels once you [start creating links](/getting-started/create-first-link).
  </Step>
</Steps>

### Why this setup works

Workspaces isolate links, QR codes, events, and analytics per project while still inheriting shared Organization resources ([domains](/key-concepts/domains-overview), [pixels](/key-concepts/pixel-overview), team directory, [analytics](/key-concepts/analytics-overview)). It keeps activities separated without duplicating global settings.

<Tip>
  **Plan limits:** The number of workspaces you can create may depend on your plan.
</Tip>

## FAQ

<AccordionGroup>
  <Accordion title="Why can't I create a new workspace?">
    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.
  </Accordion>

  <Accordion title="Why doesn't my teammate see the workspace?">
    Make sure they accepted the email invite in **Settings → Organization → Teams**, and check that they're assigned to the correct workspace under **Settings → Organization → Workspaces**.
  </Accordion>

  <Accordion title="Why can't I change a user's role?">
    Only **Owners** and **Admins** can edit roles. Keep in mind that the **Owner** cannot be removed or downgraded by Admins.

    <Info>
      **Learn more**: [Understanding roles and permissions in ShortPen](/key-concepts/roles-and-permissions)
    </Info>
  </Accordion>
</AccordionGroup>