# Workspaces

> Create workspaces, invite people, choose their roles, decide whether members may change ads, and switch between workspaces.

A **workspace** holds ad accounts and the people who work on them. Everything in Roasby belongs to one workspace: its ad accounts, campaigns, recommendations, alerts, reports and change log. Nobody outside the workspace sees any of it.

You can belong to several workspaces, for example your own and a client's.

## Your personal workspace

Every Roasby account starts with a **personal workspace**, ready right after you sign up. You are its owner.

- You can invite people to it.
- You can't leave it or delete it on its own: it is deleted with your Roasby account (see [Delete your account](/docs/account-settings#delete-your-account)).

## Create a workspace

Open the workspace menu at the top of the sidebar and choose **New workspace**, or choose **New workspace** on the **Workspaces** page. Give it a name. You become its owner, and Roasby switches you to it.

## Switch workspaces

The workspace menu at the top of the sidebar lists every workspace you belong to. Pick one to switch to it. The workspace you last opened is your **current workspace**: the one your AI assistant works in unless you name another.

## Workspace settings

Open **Workspace settings** under **Manage** in the sidebar. It has:

- **General**: the workspace name.
- **Members**: the people in the workspace, their roles and the invitations still pending.
- **Ad changes**: **Allow members to change ads** (shared workspaces only).
- **Safety defaults**: the max budget and bid change per step that every new ad account starts with (see [safety defaults](/docs/safety-model#safety-defaults-for-new-ad-accounts)).
- **Delete workspace** (not for a personal workspace).

## Roles

Each person in a workspace has one role.

| Role | What they can do |
| --- | --- |
| **Owner** | Everything: rename the workspace, invite people, change roles, remove members, connect ad accounts, set guardrails, manage [billing](/docs/billing) and delete the workspace. Each workspace has exactly one owner. |
| **Admin** | Rename the workspace, invite people and cancel invitations, connect and disconnect ad accounts, set guardrails and safety defaults, and turn **Allow members to change ads** on or off. Admins always change ads. |
| **Member** | Read everything: dashboard, campaigns, search terms, recommendations, alerts, reports and the change log. Members change ads only when the workspace allows it. |

Only the owner changes roles and removes members. The owner's own role can't be changed, and the owner can't be removed or leave.

## Who can change ads

Owners and admins can always change ads: pause and enable, change budgets and bids, approve recommendations and revert changes, on the web and through their AI assistant.

Members only read, unless an owner or admin turns on **Allow members to change ads** under **Workspace settings → Ad changes**. Then members can pause and enable ads, change campaign budgets and bids, and revert changes, on the web and through their AI assistant. Every switch of that setting is recorded.

Guardrails, ad platform connections and the setting itself always stay with owners and admins. See [Who can change ads](/docs/safety-model#who-can-change-ads).

## Invite people

1. On **Workspace settings**, choose **Invite member**.
2. Enter their **Email address** and choose a **Role** (admin or member).
3. Choose **Send invitation**. Roasby emails them a link.

The person signs in, or registers with that email, to join. Invitations waiting for them show as **Pending workspace invitations**, where they choose **Accept** or **Decline**. Accepting switches them to the new workspace.

- An invitation expires after a few days (3 by default). Send a new one if it ran out.
- **Cancel invitation** on a pending invitation takes it back.
- A workspace has a set number of members, and pending invitations count toward it. When it is full, a new invitation is refused with a short message (see [Limits on ad accounts and members](/docs/ad-accounts#limits-on-ad-accounts-and-members)).

## Remove someone or leave

- **Remove member**: the owner removes someone from **Workspace settings**.
- **Leave workspace**: anyone but the owner leaves a workspace from the **Workspaces** page. You can't leave your personal workspace.

When someone leaves or is removed, the ad platform logins they connected in that workspace are disconnected at once, and its ad accounts show **Reconnect needed**. The confirmation lists the ad accounts affected. An owner or admin can reconnect them with their own login (see [Reconnect needed](/docs/ad-accounts#reconnect-needed)).

## Delete a workspace

The owner chooses **Delete workspace** in **Workspace settings** and types the workspace name to confirm. This can't be undone:

- its ad platform connections are disconnected, and its ad accounts and their data in Roasby are deleted;
- its members and invitations are removed, and anyone working in it is moved to their personal workspace.

Nothing changes in the ad accounts themselves. A workspace that still pays for Roasby can't be deleted until that ends (see [Billing](/docs/billing)). A personal workspace is deleted only with your Roasby account.

## Demo workspaces

A **demo workspace** holds sample ad accounts and data. Nothing in it reaches a real ad platform, so you can try changes safely.

- It can't connect or disconnect real ad accounts. Create a workspace of your own to connect yours.
- Its billing is turned off.
- Your assistant tells you when it works in a demo workspace.

## Work in another workspace through your assistant

One connection reaches every workspace you belong to. Your assistant works in your current workspace (the one you last opened in Roasby) unless you name another one.

- Ask *"Which Roasby workspaces can you see?"* Your assistant calls `list_workspaces`: each workspace's name, your role, whether you may change its ads and how many ad accounts it has. Demo workspaces are marked, and your assistant tells you when it works in one.
- Then say which one you mean: *"Show me last week's spend in the Client A workspace."* Your assistant passes that workspace's `workspace_id` to every tool it calls.
- Your role counts in each workspace: you may change ads in one workspace and only read in another.
- A change you confirmed in one workspace can't be made in another: your assistant previews it again there.
- Working in another workspace through your assistant doesn't change the workspace you see in Roasby.

## Ask your AI assistant

- `get_current_workspace` returns the workspace your assistant acts in: its name, your role, whether you may change its ads (`can_change_ads`), whether members may (`members_can_change_ads`), and its safety defaults.
- `get_workspace_members` lists the people in it with their roles, and the pending invitations.
- `list_workspaces` lists every workspace you belong to, with the `workspace_id` other tools take.

Try *"Which Roasby workspace am I in, and can I change its ads?"*, *"Who is in my Roasby workspace?"* or *"Which workspaces can you see?"*

## Limitations

- Creating workspaces, inviting people, changing roles, removing members and **Allow members to change ads** are done in Roasby on the web, never through your AI assistant.
- A connection reaches every workspace you belong to. You can't limit it to some: to keep an assistant out of one, leave that workspace or disconnect the assistant on the **AI connections** page.
- Your assistant works in your current workspace unless you name another, and never changes the workspace you see in Roasby.
- The owner can't leave a workspace or hand it over. Ownership passes to the admin who joined first only when the owner deletes their Roasby account.

See every limit by platform on [Limitations](/docs/limitations).