Personal and workspace projects
Every project you make starts in Personal — yours alone. Moving one into a workspace is a deliberate act, which is why the project switcher at the top of the screen groups projects by where they live: Personal first, then a section for each workspace you belong to, with your role in that workspace shown next to its name.A workspace only appears in that dropdown once it has a project in it. A brand-new, empty workspace is invisible there — which is why Paige offers to add a project as soon as you’ve made one.
Create a workspace
1
Open the project switcher
Click the project name at the top of the screen to open the dropdown.
2
Click Create Workspace
It’s at the bottom, below New Project. Fill in your business name, website, and address — all three are required.
3
Add a project
A new workspace has nothing in it, so Paige asks you to add one. Either Create a new project fresh, or move one of your existing personal projects across.
Managing a workspace
Workspace management lives inside the projects themselves: open any project that belongs to the workspace and go to Settings → Workspace.That section only exists on workspace projects. If you’re looking at a personal project, there’s no Workspace tab — nothing’s broken, there’s just no workspace to manage.
Invite team members
1
Open Settings → Workspace
From any project in the workspace, find the Invite Member card.
2
Send an invitation
Enter their email address. If you’re the owner you can also choose whether they join as a Member or an Admin; admins can only invite members.
3
Wait for them to accept
They get an email with a link to join. It expires after 7 days, and you can cancel it from the Pending Invitations list before then.
A workspace holds five members, including you. The Members card shows where you are — “Members (3/5)”.
How invitees land in your workspace
When someone accepts an invitation:- If the invitee already has a Paige account, the workspace shows up the next time they log in.
- If the invitee is new, the invitation link signs them up and verifies their email. After verification they’re routed directly into your workspace with access to the projects you’ve shared — no separate personal project is created.
- If their invitation link has expired but the invite itself is still pending, Paige holds them on the verification step and reuses the pending invite so they still end up in the right workspace.
Member roles
Roles define what each member can see and do within a workspace.Owner
Owner
The owner has full control over the workspace — managing members, updating settings, transferring projects, and deleting the workspace. Each workspace has exactly one owner. The owner can transfer ownership to another member.
Admin
Admin
Admins can invite and remove members, manage projects within the workspace, and update workspace settings. They cannot delete the workspace or transfer ownership.
Member
Member
Members have access to the projects shared within the workspace. Their specific abilities within a project depend on the permissions assigned to them. Members cannot manage other members or change workspace settings.
What each member can see
Roles decide who can manage the workspace. What someone can do inside a project is separate, and set per person from the switches on their row in the Members card. Ten switches, each one a part of Paige:A new member doesn’t get everything. Broadcasts, Settings, and Tools are off until you turn them on. That’s deliberate — Tools holds your database and your API keys, and Broadcasts can message thousands of customers. Someone joining to help write bot replies doesn’t need either on their first day.
Connecting AI agents to a workspace project
Connecting an AI agent to a workspace project — and managing the agents already connected — is restricted to owners and admins, regardless of the switches above. The same rule covers the Connected agents card: on a workspace project, only owners and admins can see which agents are connected or disconnect them. See Connect an AI agent.Transfer a project into a workspace
If a project is sitting in Personal and you want the team on it, move it across from Settings → Workspace on any project already in that workspace. Find the Transfer Project card and pick the project.Managing members
Update member roles
Owners can change a member’s role from the Members card. Only a transfer of ownership can make someone an owner.
Remove a member
Click Remove on their row. They lose access to every project in the workspace immediately, and can be re-invited later.
Transfer ownership
Owners can hand ownership to another member. You become an admin, and billing moves with it — the new owner sets up their own payment details from scratch.
Leave a workspace
Anyone but the owner can leave. If you’re the owner, transfer ownership first — Paige won’t let you leave a workspace with no one in charge.
If you are the owner and want to leave a workspace, you must transfer ownership to another member first.
