Set up a workspace

Separate people, accounts and the workspace

A workspace organizes collaboration and policy. A member connects their own calendar account; ownership does not move to the workspace simply because the organization pays. An organization role is not blanket access to another member’s personal calendar contents.

Before inviting people, choose the business purpose, who should administer the workspace, which provider tenants are allowed, and which content may leave work calendars. Document these decisions in terms users can understand.

Prepare, then invite

1. Select the intended workspace and verify your owner/admin role.
2. Review organizational policies and tenant restrictions before connecting work accounts.
3. Check the agreed seats and entitlement. Beta or pilot arrangements can be managed separately from a self-service subscription.
4. Invite a colleague using their intended workspace identity. Ask them to check which workspace they enter after accepting.
5. Let each person connect and grant access to their own permitted accounts.

Test a representative boundary

Have an authorized member use a synthetic test calendar with limited client rights. Confirm the allowed operation and an explicitly denied operation. Changing only the visible tool list is not a sufficient test of enforcement.

Offboarding

Workspace membership, an assistant grant and a provider connection are separate relationships. Review each when a person leaves. Do not assume removing a workspace member deletes their provider events or their personally owned calendar account.

Return to a personal workspace

As the owner, you can return to a personal workspace under “Plan & billing” once no more than one license is assigned. Revoke additional licenses in member management first. For a manually managed contract, contact support.

An active team subscription always changes to monthly billing: a Light license becomes Basic and a full license becomes Professional. There is no consent checkbox; the terms and the withdrawal information are linked next to the button, and the 14-day right of withdrawal applies. The change is prorated and confirmed by email to the address on the Stripe customer. Without an active subscription, only the workspace changes.

For the underlying rule model, read permissions. For contract and pilot questions, use the agreed commercial contact rather than interpreting a trial banner as the whole agreement.