Workspaces

Workspaces help you organise your SERP360 data. Think of them as folders for your domains, projects and search configurations.

This guide shows you how to switch between workspaces, create new ones and manage them effectively.

What workspaces contain

Each workspace holds three types of data:

•       Domains – the websites you track

•       Projects – containers for topic clusters and content analysis

•       Search groups – keyword tracking configurations for different locations and devices

Your account starts with a default workspace called 'General'. You can rename this or create additional workspaces as your needs grow.

Why use multiple workspaces

Multiple workspaces make sense when you want clear separation between different areas of work.

Common examples:

•       Separate client websites if you manage multiple brands

•       Split your main site from a test or staging environment

•       Keep regional sites organised (UK, US, Europe)

•       Isolate different business units within your organisation

If you only track one website, a single workspace works fine. Don't create complexity you don't need.

Switching between workspaces

The workspace switcher sits in the top navigation bar on every page.

Click the dropdown next to 'Workspace:' and select the workspace you want. The page reloads to show data from that workspace only.

Your selection persists across sessions. Next time you log in, you'll see the last workspace you used.

Note: If you only have one workspace, the switcher won't appear. You'll see it once you create a second workspace.

Managing workspaces

Navigate to the Workspaces page from your dashboard to create, rename or delete workspaces.

Creating a new workspace

1.     Click the 'Create Workspace' button

2.     Enter a descriptive name (up to 100 characters)

3.     Click 'Create' to save

Choose names that make sense months from now. 'UK Website' works better than 'New Project'.

Renaming a workspace

4.     Find the workspace in your list

5.     Click the pencil icon in the Actions column

6.     Type the new name

7.     Click 'Save' to confirm

Workspace names must be unique within your account. You'll see an error if you try to use a name that already exists.

Deleting a workspace

You can delete a workspace if it's empty and you have more than one workspace.

8.     Click the bin icon next to the workspace

9.     Confirm when prompted


You cannot delete a workspace that contains:

•       Any domains

•       Any projects

•       Any search groups

Delete these items first. The workspace list shows counts for each type, so you can see at a glance whether a workspace is empty.

Important: You cannot delete your only workspace. Create another one first if you need to remove the original.

Permissions

Only account owners can create, rename and delete workspaces. Team members with sub-accounts can view and switch between workspaces they've been granted access to.

If you're a sub-account user and need access to a specific workspace, contact your account administrator.

Quick reference

Action Who can do it
Switch between workspaces All users
Create a workspace Account owners only
Rename a workspace Account owners only
Delete a workspace Account owners only

Need help?

If you're having trouble with workspaces or need to change permissions, contact your account administrator or reach out to our support team.

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