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 matters
Seamless switching: Access all your entities from one login—just toggle between them from the dropdown.
Clear data boundaries: Each workspace holds its own suppliers, transactions, and business settings.
Better collaboration: Users who need access to multiple entities can help manage compliance across them with ease.
Streamlined onboarding: Invite your team to the right entity, without creating extra accounts or risking cross-entity access.
How it works today
To join or access multiple 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.
Note: Each workspace operates independently. You’ll only see data belonging to the workspace you’re currently in—so compliance and data separation are always preserved.
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