Workspaces

Understand how Ruddr workspaces work and how to join, create, and switch between multiple workspaces from a single user account.

A workspace is an instance of Ruddr that contains members, clients, projects, time, expenses, and so forth. Anything a user does in Ruddr happens within the context of a workspace. During the sign up process, you can create a new workspace or join an existing workspace to which you have been invited.

A single Ruddr user account can be a member of multiple workspaces at the same time. You might be a member of your company’s workspace but then also maintain a personal workspace for your freelance work. You can quickly switch between workspaces to manage your tasks, time, expenses, etc. The information you create in one workspace is never visible in any other workspace.

Join a workspace

To join an existing Ruddr workspace, a Workspace Admin will need to invite you from the Members section of the Settings area (Figure 1). From there, the Workspace Admin can click the Add Member button to invite you into the workspace.

Figure 1 - A Workspace Administrator can Click the Add Member Button to Invite a Member to Your Workspace

Create a workspace

There are a couple of ways to create a workspace in Ruddr. If you do not have a user account and would like to sign up for Ruddr, you simply click on the Sign Up button on the www.ruddr.io website. The sign up process will capture some information from you including the name of your new workspace.

If you already have a Ruddr user account and are a member of one or more workspaces, you can easily create a new workspace from the user profile menu at the top-right of the screen (Figure 2). Simply choose the New Workspace option.

Figure 2 - Click + New Workspace to Create a New Workspace

To create the new workspace, you need to provide a company name, type of professional service, workspace name, and a unique workspace ID (Figure 3). When you type in your company name, Ruddr will automatically suggest a workspace name and unique workspace ID. While your workspace name does not have to be unique, you cannot choose a workspace ID that is already in use.

Ruddr asks for the professional services type in order to create default values for various types of data entities (such as project types) within the workspace. You can always change this data once your workspace is created.

Figure 3 - Specify the Details of Your New Workspace

Switch workspaces

If you are a member of multiple workspaces, you can easily switch between your workspaces via the user profile menu (Figure 4). The menu will show a green checkmark next to the active workspace and a list of all other workspaces where you are a member. Just click on any workspace to make it your active workspace.

Figure 4 - Access Your Workspaces via the User Profile Menu