<aside> 🖥️ Workspaces provide a dedicated environment where data and users for a single company or multiple portfolio entities can be securely stored and managed. For users overseeing several entities, workspaces enable seamless integration, allowing consolidated reporting across connected companies.

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📌 Summary

Workspaces in Cofi.ai act as the central hub where you organize, connect, and manage your data, models, and dashboards. Each workspace represents a distinct environment—such as a company, portfolio, or team—allowing you to structure access and maintain control over how data flows through the platform.

🎯 What is a Workspace?

A workspace is the highest-level container in Cofi.ai. It holds:

• Databases: Unified structures where source data is processed.
• Sources: Connections to external systems or file uploads.
• Models and Metrics: Configurations for analysis, dashboards, and reporting.
• Users: Collaborators who access and contribute to the workspace.

Workspaces allow you to keep data secure, manage contributor access, and maintain separation between different organizations or projects.

⚡️ Key Features of Workspace Management

1. Workspace Overview

From the workspace dashboard, you can:

• View high-level details like creation date and last update.
• See active databases, models, and data flows.
• Track status indicators (e.g., processing errors, refresh logs).

2. Access and Permissions

Managing who can access a workspace is essential for collaboration and security. Within the Members or Access Control settings, you can:

• Invite new users by email.
• Assign roles such as Admin, Contributor, or Viewer.