Set up a workspace

A workspace decides who can see what. Most companies create one per team or per function, so a sales contract never turns up in an HR folder and a colleague only sees the agreements that concern them.

What a workspace controls

• Which documents are visible. Someone who is not a member of a workspace does not see its documents at all.
• Where reviews are saved. Every contract review asks which workspace to file the result in.
• Which playbooks and templates apply. Both can be scoped to a single workspace instead of the whole company.
• What each person can do. Workspace roles are set per workspace, so the same colleague can be an editor in one and read-only in another.

Create a workspace

1. Open Company management → Admin settings in the sidebar, then go to Workspaces.
2. Select Create workspace.
3. Enter a workspace name your colleagues will recognise, and a short description of what belongs in it.

   Source screenshots show the Turkish interface.

4. Choose the workspace type and the market it operates in.
5. Select Create workspace, then add colleagues and give each one a workspace role.

Type and market

These two fields are not labels. They tell Harmonity what kind of agreements to expect and whose conventions apply, which improves how well AI drafting and review perform inside that workspace.

Workspace type

Sales, Marketing, Product, Engineering, HR, Finance, IT, Customer support, Legal or Procurement.

Market

Global, United States, United Kingdom, Sweden or Türkiye.

Common questions

• Invite your team →
• Roles and permissions →