> ## Documentation Index
> Fetch the complete documentation index at: https://help.plannotator.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Personal and Organization Workspaces

> Understand workspace ownership, organization access, where each workspace appears, and the current ways to create one.

Your **Home** can show personal and organization workspaces. A personal
workspace has no organization and has one owner. A workspace you create while
signed in or fork to **Personal** starts private. A claimed anonymous workspace
keeps its current sharing setting. An organization workspace belongs to one
organization, has one owner, and normally starts with access for every
organization member.

Hosted Workspaces calls an organization a **team** in buttons, tabs, and
messages.

## Compare personal and organization workspaces

|                | Personal workspace                                                                                          | Organization workspace                                                                 |
| -------------- | ----------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| Organization   | None                                                                                                        | One organization                                                                       |
| Owner          | The person who created, claimed, or forked it                                                               | One person, usually the creator. Workspaces may change the owner when a member leaves. |
| Default access | **Only you** for a signed-in create or personal fork; a claim keeps the anonymous workspace's prior setting | **Your organization**                                                                  |
| Trial expiry   | Stays editable                                                                                              | Becomes read-only when Workspaces reports the organization as expired                  |
| Main location  | **Home** under **Your workspaces**                                                                          | **Home** and the organization's **Workspaces** tab, subject to the limits below        |

The owner can rename or delete the workspace and change its sharing settings.
An organization admin does not gain those owner controls unless Workspaces
reassigns the workspace to them when a member leaves.

## Find an organization workspace

On hosted Workspaces:

1. Open **Home**.
2. Under **Your organizations**, select the organization. Workspaces labels
   each organization row **Shared home**.
3. Select **Workspaces**. The page lists workspaces under **Shared with
   \[organization name]**.

The organization page shows organization workspaces that you own or that are
set to **Your organization**, **Anyone with the link can view**, or **Anyone
with the link can view and edit**. A guest link does not make a workspace
appear in this list. Another member's private workspace stays hidden here,
even if a separate guest link lets you open it.

<Note>
  **Your workspaces** on **Home** contains every workspace you own and every
  workspace set to **Your organization** from the organizations loaded into
  your current session. If another owner changes an organization workspace to
  **Anyone with the link can view** or **Anyone with the link can view and
  edit**, that workspace may disappear from your **Home** list. Open the
  organization's shared home to find it.
</Note>

A hosted browser session loads up to 20 organization memberships. If your
account belongs to more organizations, some shared homes and their workspaces
may not appear in that session. The 20-organization browser-session cap does
not apply to API keys. An API key loads up to the first 100 current
organization memberships.

## Create a personal workspace

The browser's **New workspace** action always creates a personal workspace.

<Steps>
  <Step title="Open the workspace form">
    From **Home**, select **New workspace** under **Your workspaces**.
  </Step>

  <Step title="Name the workspace">
    Enter an optional name, then select **Create workspace**. An empty name
    creates an **Untitled workspace**.
  </Step>
</Steps>

Workspaces opens the new workspace. It starts private to you, even when your
account belongs to an organization.

## Create an organization workspace

The browser cannot create an empty workspace directly in an organization or
move an existing personal workspace into one.

You can create an organization workspace in either of these ways:

* [Fork a document](/workspaces/sharing/fork-a-document), then choose the
  organization as the destination. The fork creates one new organization
  workspace with new history.
* Use the Workspaces API to create a workspace with the organization's
  `org_id`. See [Use the Workspaces API](/workspaces/agents/api).

Fork each document separately if you use the browser. Each fork creates its own
workspace. There is no browser action that moves the whole personal workspace
or transfers its history.

<Warning>
  Do not use **Share** and **Your organization** to move a personal workspace.
  The browser currently offers that choice when your account belongs to an
  organization, but Workspaces rejects it because the workspace does not yet
  belong to that organization. [Create and organize a
  workspace](/workspaces/get-started/create-and-organize-a-workspace) lists the
  current alternatives.
</Warning>

## Understand ownership and member access

An organization workspace still has one owner. By default, every organization
member can view and edit it, while the owner keeps the workspace-management
controls. **Admin** and **Member** roles grant the same workspace access.

The owner can later make the workspace private or share it more widely. Guest
links give access separately from the workspace setting. See [Who can view or
edit a workspace](/workspaces/sharing/who-can-access-a-workspace) before
changing access.

When an admin removes a member, Workspaces gives the member's organization
workspaces to that admin, including any organization workspaces the member kept
private. Personal workspaces and workspaces in other organizations do not move.
When a member leaves on their own, Workspaces gives those organization
workspaces to the remaining admin who joined first. Review the steps in [Invite
and remove organization
members](/workspaces/accounts/manage-members).

## After an organization trial ends

After a trial ends, organization workspaces become read-only when Workspaces
reports the organization as expired. Workspaces keeps write access active when
the organization's subscription status or billing exemption allows it. People
who still have access can keep reading documents, comments, versions, and
artifacts. Workspaces blocks changes to content and workspace settings, but
owners can still list and revoke existing guest links. Personal workspaces
remain editable.

[What happens when a trial ends](/workspaces/billing/after-a-trial-ends)
lists the allowed and blocked actions.

## Self-hosted Workspaces

A self-hosted instance has one configured organization. Every signed-in person
joins that organization as a member. The identity provider controls who can
sign in.

Self-hosted Workspaces shows one **Your workspaces** list. The current
**Home** may also show an empty **Your organizations** heading, but it does not
show a team row to open. The hosted **Members** and **Settings** team
pages are unavailable.

The **New workspace** action still creates a personal, private workspace. An
organization workspace appears in **Your workspaces** when your organization
membership grants access.

*Reviewed July 22, 2026. Maintained by the Plannotator documentation team.*
