Set up workspaces, seats and consultant multi-tenancy
Run one workspace per client (consultants) or per business (in-house) — with shared evidence libraries and clean segregation.
Step-by-step
- 1
Create a workspace
From the workspace switcher (top left), click New workspace. Consultants: one workspace per client.
- 2
Invite members
Team → Invite. Pick a role: Owner, Admin, Contributor, Auditor or Read-only.
- 3
Switch between workspaces
The switcher shows all workspaces you belong to. Switching is instant — no re-login.
- "Is our data logically or physically separated from other tenants?"
- "How are administrator accounts controlled?"
What this workflow produces: The workspace boundary plus role-based access control satisfies most multi-tenant SaaS due-diligence questions.
FAQ
Each client workspace is one seat on the consultant plan; team members added inside a client workspace are additional seats.
Ready to run this in your workspace?
Start free — the workspace comes pre-loaded with the frameworks, policies and templates you need to follow this guide today.