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Create a new workspace when part of your business needs its own settings, catalogs, templates, and quotes, for example a new country or a separate sales entity.

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Before you start

  • You need a role with the Organization and Workspace settings permissions.
  • Your subscription must include multiple workspaces. If it doesn’t, the New button shows a lock: “Your plan does not include multiple workspaces. Upgrade to add more.” See Subscription and seats.

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Create the workspace

1

Open the organisation settings

Click Settings, then General in the Organisation section.
2

Click New

In Organisation Workspaces, click New.
3

Fill in the workspace settings

Enter the Workspace name, and select the Back office locale, the Time zone, and the Unit system (Metric or Imperial).
4

Create

Click Create. Qwoty creates the workspace, adds you to it, makes it your current workspace, and opens its General settings.

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What the new workspace contains

A new workspace starts with:
  • the system roles (admin, manager, view_only, sale),
  • a default currency based on the locale you selected,
  • default quote numbering settings.
Catalogs, pricebooks, templates, customers, and users aren’t copied from your other workspaces. Set them up again, or import products and prices with CSV files.

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Next steps

Invite users

Add your team to the new workspace.

Configure the workspace

Review the general settings.

Import products and prices

Load your catalog from CSV files.

Switch workspace

Move between your workspaces.
Last modified on October 27, 2026