> For the complete documentation index, see [llms.txt](https://docs.live-eo.com/tradeaware/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.live-eo.com/tradeaware/using-the-tradeaware-web-app/settings-guide/managing-workspaces.md).

# 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:

* Open your **Settings**.
* Go to **Workspaces** in the left-hand menu.
* Click the **“+”** button in the top-right corner.

<figure><img src="/files/Oi4nJSWeOxLLOwCVKUyD" alt=""><figcaption></figcaption></figure>

* Give your workspace a name.

<figure><img src="/files/xx3FUIPNWuVgogVzcPBc" alt=""><figcaption></figcaption></figure>

* 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”**..

<figure><img src="/files/MdEtHpk0OSthV4Eu39Pq" alt=""><figcaption></figcaption></figure>

#### Add Business Information to a Workspace

Once your workspace is created:

1. Go to **Settings > Business information**.
2. 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.

<figure><img src="/files/zRmyRpLUOwxmacj6KkA8" alt=""><figcaption></figcaption></figure>

#### Invite Team Members to a Workspace

1. Inside your active workspace, go to **Settings > Team members**.
2. Click **“+” Invite** and enter the email address of the team member.
3. 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.

<figure><img src="/files/arkCMPW27CTc6QmspqO8" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/zaTyS8T52QukfBibITZG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/7j6jeFVN3qht37hq2nyW" alt=""><figcaption></figcaption></figure>

3. After accepting the invitation, they can simply **toggle between workspaces** via the dropdown in the top-right corner.

<figure><img src="/files/5zzJaLPwu3EKcQh7NF6U" alt=""><figcaption></figcaption></figure>

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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