How do team workspaces work?

Every Visualist account has its own workspace. When you invite team members, they join your workspace and work in it with you. You’re the workspace owner: you choose which Hubs each member works in, and their work uses your plan and your AI credits.

Who’s in a workspace

• The workspace owner. The person whose plan the workspace uses. The owner invites and removes members, manages the plan and AI credits, and sets up the business in the Business Center.
• Team members. People who work in the workspace. Each member works only in the Hubs the owner assigns, with Can edit, Can comment, or Can view access in each.

Clients and collaborators aren’t team members. They join one Hub as Hub guests. See What’s the difference between team members and Hub guests?.

Switch between workspaces

The top bar shows which workspace you’re working in, for example Working in Mercer Interiors. Select it to see Your workspace and Workspaces you’re in, each marked Owner or Member, and choose one. Visualist reloads and opens Home in that workspace.

What changes per workspace

When you switch, these show only the workspace you’re working in:

• Hubs, People, the Library, and search
• Action items, notifications, and the Bin
• Concierge
• Vai’s chats and what Vai remembers

As a member, you see only the Hubs assigned to you, and the people, files, and messages in them. Your own Library and plan stay yours, in your own workspace.

What members can and can’t do

	Workspace owner	Team member
Work in Hubs	All Hubs	Only assigned Hubs, at the access level set
Create Hubs	Yes	Yes, on the owner’s plan, while Hub slots are free
Send email from a Hub	Yes, from their own mailbox	Yes, from their own mailbox
See other people’s mailboxes	No	No
Use Vai and AI tools	Yes	Yes, with the owner’s AI credits, up to any limit
Add, merge, or edit People, or change Pipeline stages	Yes	No
Invite or remove members	Yes	No. A member can leave
Change the plan or buy AI credits	Yes	No
Set up the business with Vai	Yes	Only in their own workspace

Manage your team

Select Account settings in the rail and open Team. As the owner you see Members, Pending invites, and your shared AI credits. Select a member to open their details:

• Access: add or remove Hubs. “They only see these Hubs and the people, files, and messages in them.”
• AI usage: what they’ve spent this month, and their Monthly AI credit limit.
• Activity: what they’ve done in the workspace recently.

To rename the workspace, select Rename workspace. Members see the name in their switcher and in invite emails.

Billing for team members

On the Core plan each team member is a paid seat, and you pay for the seat before the invite goes out. On the Growth plan members are included. For the seat price, see What is included in each plan?. To change plans, see How do I change my plan?.

If something goes wrong

• A member can’t open the workspace. Their switcher shows Suspended until the owner pays for your seat or Suspended until the owner is back on the Core or Growth plan. The owner resolves the payment or plan, then selects Bring them back on the Team page.
• A member sees no Hubs. The owner hasn’t assigned any yet. The owner adds them from the member’s Access tab.
• A member runs out of credits. They’ve reached their Monthly AI credit limit, or the workspace is out of AI credits. The owner raises the limit or adds credits.
• You were removed from a workspace. Visualist returns you to your own workspace.

To bring someone onto your team, see How do I invite a team member to my workspace?.