Managing Workspaces
Managing Multiple Entities with Workspaces
What is Workspace Management in TradeAware?
Workspace Management is a simple and secure way to support companies that operate with multiple units —such as subsidiaries, business units, or regional branches.
With this feature, users can access multiple of these entities under a single TradeAware login. It enables users who need access to more than one entity —like group HQ, procurement, or compliance teams—to easily access, switch between, and manage these, without the need to create separate accounts.
No data is shared between workspaces, ensuring compliance and privacy, while still making it easy to act on behalf of more than one entity.
Why it's important
Instant setup: Create new business entities yourself—no need for invitation emails or admin steps.
Clear separation: Each workspace holds its own suppliers, transactions, and settings.
Simple switching: Move between entities with a dropdown—no need to log out and back in.
Better coordination: Teams across countries or legal structures can work together more efficiently.
How to create a new workspace
Option 1: Create a new workspace
You can create additional Workspaces from inside your account:
Open your Settings.
Go to Workspaces in the left-hand menu.
Click the “+” button in the top-right corner.
Give your workspace a name.
After saving, it will appear in your workspace list.
Tip: You can rename a workspace anytime via the three-dot menu next to it and select “Switch to this workspace”..
Add Business Information to a Workspace
Once your workspace is created:
Go to Settings > Business information.
Enter the legal business details required to generate Due Diligence Statements (DDS):
Company name
Address (street, city, postcode, country)
VAT or EORI number (required for import/export DDS)
Each workspace must have its own business information. This is crucial for DDS generation and supplier identification.
Invite Team Members to a Workspace
Inside your active workspace, go to Settings > Team members.
Click “+” Invite and enter the email address of the team member.
Once invited, they will receive:
An email invitation
An in-app notification (🔔)
After accepting, they’ll be able to switch between workspaces in their own account, depending on their permissions.
You can add both new and existing TradeAware users to any workspace.
Option 2: Join an existing workspace via invitation
You can also be added to other existing workspaces:
One entity invites a team member from another entity to join their workspace.
The invited user gets an email and a notification in their 🔔 Notification panel inside the app.
After accepting the invitation, they can simply toggle between workspaces via the dropdown in the top-right corner.
This method is useful when multiple teams set up their own workspaces and want to collaborate with shared users like HQ leads or auditors.
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