Workspaces

A workspace is the top-level organizational unit in Mosic. Everything you work with — spaces, projects, tasks, contacts, and tickets — belongs to a workspace. Each workspace has its own members, permissions, and billing.

Creating a Workspace

During Signup

When you sign up for Mosic, your first workspace is created automatically. You choose its name and appearance during the signup process.

From the App

You can create additional workspaces at any time.

Before you begin: You need an active Mosic account. There is no limit on the number of workspaces you can own.

1. Click the workspace switcher at the top of the sidebar
2. Click Create New Workspace at the bottom of the dropdown
3. In the Create New Workspace dialog, fill in the Workspace Name field (required)
4. Optionally, fill in the Initial Space Name field — Mosic creates your first space with this name
5. Optionally, add a Description to help your team understand the workspace purpose
6. Choose an icon and color under Appearance
7. Click Next to proceed to plan selection
8. Select a subscription plan and billing period
9. Click Create Workspace

The new workspace opens immediately after creation. If you chose a paid plan, a payment form appears before the workspace is created.

Workspace Switcher

The workspace switcher sits at the top of the sidebar. It displays the icon and name of your current workspace.

To switch workspaces:

1. Click the workspace switcher at the top of the sidebar
2. Select a workspace from the dropdown list
3. Mosic loads the selected workspace and its content

To view all workspaces:

1. Click the workspace switcher
2. Click All Workspaces at the top of the dropdown

The All Workspaces view shows content across every workspace you belong to.

Workspace Settings

Accessing Settings

Before you begin: You need Admin or workspace owner access to modify workspace settings. If you see an “Admin Access Required” message, contact your workspace owner.

1. Open Settings from the sidebar (the gear icon)
2. Under Workspace Settings, click General

The settings page has sections for workspace information, appearance, team management, modules, and a danger zone.

Workspace Configuration

In the Workspace Information section you can update:

Changes save automatically when you click away from the field. A “Changes saved” indicator appears at the bottom-right of the screen.

Appearance

In the Appearance section, choose an Icon & Color to represent your workspace in the sidebar. The preview updates immediately.

Managing Members

The Members page shows everyone in the current workspace.

To add a member:

1. Navigate to the Members page from the sidebar
2. Click Add Member
3. Fill in the invitation details in the modal
4. Submit the invitation

Only users with invite permission see the Add Member button. Members are listed with their name, email, and role badge.

Subscription & Billing

When you create a workspace, you choose a subscription plan. Plan details and billing information are managed through the billing settings available to workspace owners.

Workspace Hierarchy

Mosic organizes work in a five-level hierarchy:

Workspace
└── Space
    └── Project
        └── Task List
            └── Task

Each level inherits members from its parent. When you add someone to a workspace, they automatically gain access to all spaces, projects, and tasks within it. You can restrict access at lower levels by adjusting individual member roles.

Workspace Isolation

Each workspace is a separate container. Users only see data for workspaces they belong to. A member of Workspace A cannot view tasks, contacts, or projects in Workspace B unless they are also a member there.

Use the workspace switcher to move between workspaces. Content does not mix across workspace boundaries.

Archiving a Workspace

Archiving hides a workspace from the active list without deleting it. You can restore an archived workspace later.

Archive a Workspace

Before you begin: You need Admin or workspace owner access.

1. Open Workspace Settings
2. Scroll to the Danger Zone section
3. Click Archive next to Archive Workspace
4. Confirm the action in the dialog

The workspace disappears from the active list. All data is preserved.

Restore an Archived Workspace

1. Open Settings from the sidebar
2. Click Archived Workspaces in the sidebar
3. Find the workspace you want to restore
4. Click Restore
5. Confirm the action in the dialog

The workspace reappears in the active list. The dialog shows “No archived workspaces” when there is nothing to restore.

Deleting a Workspace

Deleting a workspace is permanent. All spaces, projects, tasks, and associated data are removed. This action cannot be undone.

1. Open Workspace Settings
2. Scroll to the Danger Zone section
3. Click Delete next to Delete Workspace
4. Confirm by entering the workspace name when prompted
5. Click Delete Permanently

Permissions

Each workspace member has a role that determines what they can do:

The workspace creator is the owner. The owner is a distinct account holder — separate from the members table — and always has full Admin access including the ability to delete the workspace. Other Admins have full control over settings, members, and archiving, but cannot delete the workspace.

If you see an “Admin Access Required” message on the settings page, you do not have permission to make changes. Contact your workspace owner.

Best Practices

• One workspace per team or client. Keep related work together and unrelated work separate.
• Name workspaces clearly. Use names that distinguish them at a glance in the switcher.
• Choose distinct icons and colors. Visual cues help you identify the right workspace quickly.
• Review member roles regularly. Remove people who no longer need access.
• Archive instead of delete. If you might need a workspace again, archive it to preserve data.
• Use the hierarchy. Organize work into spaces and projects rather than putting everything at the top level.

Related Documentation

• Spaces — Organize work within a workspace
• Projects — Group tasks into projects
• Permissions & Roles — Detailed role and permission reference