Updated on May 29, 2024

Managing workspaces on UserBit

Creating workspaces

When you first sign up for UserBit, a default workspace is created for you. But you can add new client workspaces at any time. To add a new workspace, click on the Add new workspace button on the left navigation bar.

Add workspace button
Add workspace button

This will bring up the form to create a new workspace where you can:

  • customize the branding
  • configure the workspace capacity
  • select or add the payment method to be used

for your new workspace.

Customizing brand

When you're working with a client, it is important engender trust with your work and deliverables. Personalizing their workspace goes a long way in showing your clients that you care abou their brand and name. To customize your workspace's brand, navigate to Settings > Branding.

Customize workspace brand
Customize workspace brand

Here you can add brand assets for your workspace. These attributions will show up on any of the deliverables you share online or export out from your workspace - most notably on Client Portal and Project Reports.

Configure billing

UserBit also allows you to configure each workspace's billing independently if you want to. Which means, you have the flexibility to use a different payment method for different workspaces if your workflow requires it.

Needless to say, this also allows you to configure one of your workspace's capacity/configuration without affecting the others. To change billing or capacity configurations, navigate to Settings > Plan & Billing

Workspace billing
Workspace billing


We've also made it simple to transfer your workspace to any member on the team. This is especially useful, if you want to hand over the workspace to a client once the engagement is completed. To do this, first make sure that certain prerequisites are met:

  • Only the current owner of the workspace can initiate transfer.
  • The target member should have a valid payment method attached to them.

To transfer a workspace, simply navigate to the workspace team Settings > Team, click on the menu button, then select "Transfer workspace".

Workspace transfer
Workspace transfer