Skip to main content
The Workspaces tab allows you to manage the users and service accounts within each workspace, as well as add new workspaces to your account.
Identities workspaces tab
You must have an Administrator system role to create a workspace. You must have at least a Workspace Administrator system role to manage a workspace.
The Workspaces tab displays a search bar to search for a workspace. It also displays a row for every workspace in your account, with the following information:
  • Name is the workspace name.
  • Users is the number of users within the workspace. (Users with the Administrator system role are included in every workspace.)
  • Groups are the number of SCIM groups the workspace contains.
  • Service Accounts is the number of service accounts within the workspace.
  • Edit and delete icons for the workspace. You cannot delete the General workspace.

​
Add a Workspace

To add a new workspace to your account as an Administrator, click + Add Workspace in the Workspaces tab of the Identities page. An Add Workspace dialog appears:
Add workspace
Then complete the following steps:
1
Enter a Workspace Name.
2
In Step 1 of the dialog, add one or more users to the workspace. Use the search bar to search for users. All users with the system role of Administrator are added automatically to all new workspaces.
You can skip this step and add users to the workspace later.
3
(Optional) Select a new system role for the user from the drop-down list. You cannot change an Administrator role. See Permissions for a description of system roles.
4
In Step 2 of the dialog, add one or more service accounts to the workspace. A service account is a non-human identity, such as an agent, that is authorized to interact with Connect AI.
You can skip this step and add service accounts to the workspace later.
5
Click Add Workspace to add the workspace to your account.

​
Edit a Workspace

You can modify or delete a workspace at any time by clicking the edit or delete icons in the Workspaces list. In the Edit Workspace page, you can do the following:
  • Edit the Name of the workspace.
  • Add, edit, or delete users in the Users tab. See Users for details.
  • Add, edit, or delete service accounts in the Service Accounts tab. See Service Accounts for details.
  • Assign system roles and access roles to users within the workspace.
Last modified on October 14, 2026