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Workspace Configuration

Workspaces in Heex organize your resources, events, and users, with all permissions managed within the workspace. Each workspace contains the data and access controls relevant to its assigned systems, keeping information securely separated. Once assigned, resources and data stay within that workspace. Workspace Pn

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Workspace Settings

You can update workspace settings directly from the web application on the Workspace Settings page. This includes the ability to:
  • Edit Workspace Title: Set or update title for easy identification.
  • Update Description: Provide or modify a brief overview of the workspace’s purpose.
  • Manage Members: Control who has access to the workspace and assign roles.

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User Management

All workspace members are managed from the Workspace Settings page, where you can view, add, and modify users.

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Role Management:

You can change user roles within the workspace using a dropdown selector. For more on user roles, see our link to the user page.
  • Owner Role: Each workspace has only one Owner. The current Owner can transfer ownership to another member, which will remove their own ownership rights.
  • Default Role: New users are assigned the Viewer role by default, providing basic access to the application.

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Inviting Users

To invite users, click the Invite button and enter the emails of the users you want to add to your Heex workspace. They’ll receive an email invitation. Existing Heex users will get a link to the workspace, while new users will receive an onboarding link to create their Heex account and join the workspace. If an invitation link expires, you can resend it by clicking the resend button next to the user’s email.