Managing 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:

1. Open the dropdown in the top-right corner.

2. Select “+ Create Workspace”.

1. A new workspace will be created with a default name eg "new business 1753109328840"

1. To update the business information for the new workspace, go to Settings > Edit Profile and enter your company name, address, and EORI number.

2. Finally, you can invite team members to join this workspace whether they are existing TradeAware users or not.

The new workspace will appear in their dropdown list.

Note: Each workspace is fully isolated—suppliers, transactions, and business settings are not shared.

Option 2: Join an existing workspace via invitation

You can also be added to other existing workspaces:

1. One entity invites a team member from another entity to join their workspace.

1. The invited user gets an email and a notification in their 🔔 Notification panel inside the app.

1. 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.