Introduction to Workspaces
With Shelf Workspaces, you can link multiple teams or departments and have one Shelf account for your entire organization.
Your Personal Workspace
Every Shelf account comes with a Personal workspace. Even if you got invited to a workspace by someone from your team you will still have your very own workspace to work in.
How to Create a Plus or Team Workspace
In order to create a new workspace you will have to upgrade your account with a Plus or Team subscription.
Steps:
- Log into the Shelf account that you want to upgrade
- Go to Settings > Subscriptions
- Choose the subscription that fits your needs
- Continue with payment
- A message will state that you have successfully upgraded your account
Plus Workspaces
A workspace upgraded with a Plus subscription unlocks features like Unlimited custom fields, Asset Import/Export, Bookings and more. After purchasing, a new Plus workspace is created and owned by you, while your Personal workspace remains. Currently, owning more than 2 workspaces requires contacting sales.
Team Workspaces
A workspace upgraded with a Team subscription allows you to invite users as team members. Team workspaces unlock all Plus features plus team collaboration capabilities. Similar to Plus, a new Team workspace is created upon purchase, and owning more than 2 workspaces requires sales contact.
Switching Workspaces
Easily switch between workspaces by using the top dropdown in the side navigation bar, enabling swift movement between workspaces you have access to.
Edit a Workspace That You Own
Modify the Name, Logo, and Currency for your workspace.
Steps:
- Go to Settings > Workspaces
- Click the Actions icon and choose Edit
- Make adjustments to Name, Logo, and Currency
Remove a Workspace
Removing a workspace is currently only possible by contacting support directly via email.
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