What are Workspaces?
Workspaces in Micro are like teams or organizations in other SaaS apps. They allow you to collaborate with team members, share data, and work together on projects. Each workspace has its own set of members, settings, and shared data.Managing Workspace Members
Adding Members
1
Access Invite Menu
Click your workspace name in the top left corner
2
Send Invitation
Select “Invite” and enter the email address of the person you want to add
3
Member Access
The invited member will receive an email invitation. Clicking through will give them access to the workspace
Removing Members
1
Access Workspace Settings
Click your workspace name in the top left corner
2
Manage Members
Select “Workspace Settings” and find the member you want to remove
3
Remove Access
Click the remove button next to their name to revoke their access
Updating Workspace Name
1
Access Settings
Click your workspace name in the top left corner
2
Edit Name
Select “Workspace Settings” and click on the workspace name to edit it
3
Save Changes
Enter the new name and save your changes
Data Sharing in Workspaces
Default Sharing Behavior
By default, all contacts are shared with workspace members, but emails remain private. Team members can see:- Shared contacts - All people and companies in your workspace
- Activity feeds - Recent interactions, meetings, and updates
- App data - Records in shared apps and pipelines
- Documents and tasks - If explicitly shared
Email Privacy
Email content and threads remain private to individual users. Team members can only see:- Email activity - Who sent/received emails and when
- Email properties - Custom properties you’ve set on emails
- Email metadata - Subject lines, dates, and participants
You control what’s shared with team members through Micro’s permission system. Learn more about collaboration and sharing here
Workspace Permissions
Currently, all workspace members have equal access to shared data. More granular permission controls are coming soon, including:- Role-based access control
- Custom permission levels
- Data visibility controls
- Admin-only settings
If there are workspace features your organization needs to adopt Micro, please email us at [email protected]